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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,573 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+53
Holders Change %
+3.49%
% of All Funds
42.04%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.94%
New
114
Increased
576
Reduced
640
Closed
43
Calls
$785M
Puts
$647M
Net Calls
+$138M
Net Calls Change
-$29.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
4
SGA
Sustainable Growth Advisers
Connecticut
+$98.1M
5
WA
WestEnd Advisors
North Carolina
+$95M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$538M
3
Franklin Resources
Franklin Resources
California
-$392M
4
BA
BlackRock Advisors
Delaware
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1001
Aspen Investment Management
Michigan
$899K +$25.7K +350 +3%
HL
1002
HeadInvest LLC
Maine
$897K -$14.7K -200 -2%
BIM
1003
Bridges Investment Management
Nebraska
$895K – – –
BBI
1004
Baxter Bros Inc
Connecticut
$895K +$895K +12,166 New
MA
1005
MCF Advisors
Kentucky
$894K +$261K +3,552 +41%
PBO
1006
Peoples Bank (Ohio)
Ohio
$892K -$44.9K -610 -5%
WCM
1007
Windsor Capital Management
Arizona
$891K +$37.2K +506 +4%
FBC
1008
Fairfield, Bush & Co
Connecticut
$888K -$18.4K -250 -2%
CCM
1009
Coldstream Capital Management
Washington
$886K -$37.4K -509 -4%
RCAMU
1010
Rothschild & Co Asset Management US
Connecticut
$884K +$36.6K +498 +4%
MAM
1011
Mastrapasqua Asset Management
Tennessee
$883K -$98.2K -1,335 -10%
MJP
1012
Michael J. Puzo
$883K -$22.1K -300 -2%
LMIM
1013
Lockheed Martin Investment Management
Maryland
$883K – – –
EWA
1014
Exencial Wealth Advisors
Oklahoma
$880K +$229K +3,107 +35%
TNB
1015
Thomasville National Bank
Georgia
$879K +$18.7K +254 +2%
OSNBOA
1016
Old Second National Bank of Aurora
Illinois
$875K -$74.1K -1,008 -8%
IWA
1017
Intercontinental Wealth Advisors
Texas
$873K -$134K -1,820 -13%
TC
1018
Telemus Capital
Michigan
$872K +$176K +2,392 +25%
CGT
1019
Capital Guardian Trust
California
$869K -$296K -4,024 -25%
UFF
1020
USA Financial Formulas
Michigan
$868K +$868K +11,798 New
FNB
1021
Farmers National Bank
Kentucky
$863K -$4.78K -65 -0.6%
CEP
1022
Chicago Equity Partners
Illinois
$854K -$1.84K -25 -0.2%
First Eagle Investment Management
1023
First Eagle Investment Management
New York
$848K -$104K -1,414 -11%
HI
1024
Hudock Inc
Pennsylvania
$845K +$1.25K +17 +0.1%
LSCM
1025
LaSalle Street Capital Management
Illinois
$841K – – –
39 40
41
42 43