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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,520 hedge funds and large institutions have $78B invested in Bristol-Myers Squibb in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 585 increasing their positions, 604 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-12
Holders Change %
-0.78%
% of All Funds
40.57%
Holding in Top 10
79
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.56%
% of All Funds
2.11%
New
93
Increased
585
Reduced
604
Closed
85
Calls
$680M
Puts
$512M
Net Calls
+$168M
Net Calls Change
+$412M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$533M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$318M
4
JHIU
Janus Henderson Investors US
Colorado
+$170M
5
SG Americas Securities
SG Americas Securities
New York
+$125M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Bank of America
Bank of America
North Carolina
-$277M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$182M
4
Deutsche Bank
Deutsche Bank
Germany
-$159M
5
SAC
Smith Affiliated Capital
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1001
PartnerRe Asset Management
Connecticut
$720K +$6.39K +100 +0.9%
CP
1002
Coho Partners
Pennsylvania
$709K – – –
MM
1003
Meridian Management
Arkansas
$705K – – –
PL
1004
Parthenon LLC
Kentucky
$704K – – –
WTB
1005
Washington Trust Bank
Washington
$703K -$43.4K -680 -6%
FDCC
1006
Foster Dykema Cabot & Co
Massachusetts
$696K – – –
NAM
1007
North American Management
Massachusetts
$690K – – –
DE
1008
Day & Ennis
Georgia
$690K – – –
SIM
1009
Sonora Investment Management
Arizona
$689K +$36.3K +514 +6%
PAM
1010
Palisade Asset Management
Minnesota
$682K +$54.3K +850 +9%
AIA
1011
AIMZ Investment Advisors
California
$681K +$339K +5,275 +99%
JIC
1012
Joel Isaacson & Co
New York
$680K – – –
H
1013
Hexavest
Quebec, Canada
$679K – – –
FAM
1014
Formidable Asset Management
Ohio
$679K +$373K +5,275 +122%
KFA
1015
Kelleher Financial Advisors
New York
$678K +$28.5K +446 +4%
ECM
1016
EagleClaw Capital Management
Massachusetts
$676K -$6.39K -100 -0.9%
NCM
1017
Neumann Capital Management
California
$673K – – –
PAIA
1018
Park Avenue Institutional Advisers
New York
$671K -$18.9K -296 -3%
BW
1019
Bison Wealth
Georgia
$666K -$105K -1,641 -14%
SCM
1020
Schnieders Capital Management
California
$666K +$25.6K +400 +4%
IH
1021
IFC Holdings
Florida
$665K +$169K +2,626 +34%
FMT
1022
First Mercantile Trust
Tennessee
$663K -$56.8K -888 -8%
ATC
1023
Argent Trust Co
Tennessee
$663K +$55.5K +868 +9%
JGGDR
1024
JGP Global Gestao de Recursos
Brazil
$662K +$662K +10,366 New
VST
1025
Van Strum & Towne
California
$658K -$12.8K -200 -2%
39 40
41
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