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Bristol-Myers Squibb
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Overview Fund Activity

1,518 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 663 increasing their positions, 547 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
40.57%
Holding in Top 10
49
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-55.45%
% of All Funds
1.31%
New
109
Increased
663
Reduced
547
Closed
147
Calls
$1.15B
Puts
$1.38B
Net Calls
-$227M
Net Calls Change
-$366M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$367M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$324M
3
Morgan Stanley
Morgan Stanley
New York
+$309M
4
Capital World Investors
Capital World Investors
California
+$267M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
3
Jennison Associates
Jennison Associates
New York
-$528M
4
Brown Advisory
Brown Advisory
Maryland
-$418M
5
Wells Fargo
Wells Fargo
California
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
1001
Cetera Investment Advisers
Illinois
$717K -$394K -7,320 -35%
SCA
1002
Sippican Capital Advisors
Massachusetts
$717K -$5.39K -100 -0.7%
RC
1003
RegentAtlantic Capital
New Jersey
$712K +$23.6K +437 +3%
CS
1004
Cannell & Spears
New York
$711K +$508K +9,432 +251%
OSNBOA
1005
Old Second National Bank of Aurora
Illinois
$703K +$60.9K +1,129 +9%
NAMP
1006
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$701K -$20.8K -385 -3%
NSAM
1007
North Star Asset Management
Wisconsin
$701K +$7.01K +130 +1%
BJL
1008
Brighton Jones LLC
Washington
$701K -$12K -223 -2%
ITIM
1009
Indiana Trust & Investment Management
Indiana
$698K – – –
S
1010
SignatureFD
Georgia
$697K -$7.55K -140 -1%
JFA
1011
JNBA Financial Advisors
Minnesota
$697K +$562K +10,419 +415%
CFMC
1012
Curbstone Financial Management Corp
New Hampshire
$695K +$4.53K +84 +0.7%
SMC
1013
Smith, Moore & Co
Missouri
$692K +$162K +3,006 +31%
SRC
1014
Shufro Rose & Co
New York
$691K +$2.97K +55 +0.4%
AWM
1015
Altavista Wealth Management
North Carolina
$686K +$21.2K +394 +3%
PWM
1016
Perigon Wealth Management
California
$685K -$26.2K -487 -4%
BA
1017
BKS Advisors
Michigan
$684K +$130K +2,410 +23%
IWA
1018
Intercontinental Wealth Advisors
Texas
$683K +$43.1K +800 +7%
BSW
1019
Buckingham Strategic Wealth
Missouri
$678K -$21.2K -393 -3%
HI
1020
Hudock Inc
Pennsylvania
$673K +$54.1K +1,005 +9%
HT
1021
HighTower Trust
Texas
$669K – – –
FFC
1022
First Financial Corp
Indiana
$668K – – –
OAM
1023
Occidental Asset Management
California
$664K – – –
CGT
1024
Capital Guardian Trust
California
$664K +$27K +501 +4%
RC
1025
Roundview Capital
New Jersey
$664K +$246K +4,568 +59%
39 40
41
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