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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,447 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 467 increasing their positions, 630 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
38.6%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
2.05%
New
107
Increased
467
Reduced
630
Closed
51
Calls
$624M
Puts
$614M
Net Calls
+$9.45M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1026
Peak Asset Management
Colorado
$611K -$31.3K -485 -5%
MA
1027
MCF Advisors
Kentucky
$609K +$2.19K +34 +0.4%
IIM
1028
Ironwood Investment Management
Massachusetts
$608K -$140K -2,170 -19%
FNBOMD
1029
First National Bank of Mount Dora
Florida
$605K – – –
SGCA
1030
Steel Grove Capital Advisors
Tennessee
$603K +$603K +9,350 New
DMC
1031
Drexel Morgan & Co
Pennsylvania
$600K -$9.03K -140 -1%
CCG
1032
Chatham Capital Group
Georgia
$595K – – –
FDS
1033
First Dallas Securities
Texas
$594K -$25.8K -400 -4%
MBT
1034
Monroe Bank & Trust
Michigan
$590K – – –
FWM
1035
Focused Wealth Management
New York
$590K +$1.49K +23 +0.3%
MCM
1036
McKinley Capital Management
Alaska
$589K -$774 -12 -0.1%
KWMG
1037
King Wealth Management Group
Florida
$588K -$128K -1,990 -18%
LA
1038
Lau Associates
Delaware
$586K -$8.52K -132 -1%
SAM
1039
Summit Asset Management
Tennessee
$584K +$29.7K +460 +5%
FMT
1040
First Mercantile Trust
Tennessee
$580K -$47.1K -731 -8%
MIC
1041
MU Investments Company
Japan
$579K -$145K -2,200 -20%
CFMC
1042
Curbstone Financial Management Corp
New Hampshire
$576K -$9.68K -150 -2%
HCM
1043
Highlander Capital Management
New Jersey
$572K – – –
WKWM
1044
Walter & Keenan Wealth Management
Indiana
$571K – – –
PWW
1045
Pettyjohn Wood & White
Virginia
$569K – – –
BHTS
1046
Bar Harbor Trust Services
Maine
$569K +$169K +2,624 +42%
SC
1047
Saybrook Capital
North Carolina
$568K – – –
BBI
1048
Baxter Bros Inc
Connecticut
$568K +$32.3K +500 +6%
BOS
1049
Bingham Osborn & Scarborough
California
$565K -$43.9K -680 -7%
BRM
1050
Boston Research & Management
Massachusetts
$565K – – –
40 41
42
43 44