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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 %
BDF
1026
Balasa Dinverno & Foltz
$841K +$105K +1,428 +14%
SFSIG
1027
San Francisco Sentry Investment Group
California
$840K – – –
MCM
1028
Manchester Capital Management
Vermont
$840K +$147 +2 +0%
SCM
1029
Stonebridge Capital Management
California
$838K – – –
SAM
1030
Security Asset Management
New York
$833K – – –
WAM
1031
Wealthspire Advisors (Maryland)
Maryland
$829K -$96K -1,305 -10%
TIA
1032
Tiemann Investment Advisors
California
$828K -$43.4K -590 -5%
RCM
1033
RNC Capital Management
California
$827K -$11K -150 -1%
EFSCE
1034
Enterprise Financial Services Corp (EFSC)
Missouri
$824K +$236K +3,206 +40%
SC
1035
Savant Capital
Illinois
$823K -$54.7K -744 -6%
BAC
1036
Boys Arnold & Co
North Carolina
$822K +$492K +6,686 +149%
CP
1037
Coho Partners
Pennsylvania
$816K – – –
FAM
1038
Formidable Asset Management
Ohio
$816K +$88.1K +1,164 +12%
MM
1039
Meridian Management
Arkansas
$812K – – –
PL
1040
Parthenon LLC
Kentucky
$810K – – –
WTB
1041
Washington Trust Bank
Washington
$806K -$3.9K -53 -0.5%
SCA
1042
Secor Capital Advisors
New York
$799K -$273K -3,714 -25%
NAM
1043
North American Management
Massachusetts
$794K – – –
DE
1044
Day & Ennis
Georgia
$794K – – –
DW
1045
Domani Wealth
Pennsylvania
$785K -$105K -1,428 -12%
FDCC
1046
Foster Dykema Cabot & Co
Massachusetts
$785K -$16.9K -230 -2%
JIC
1047
Joel Isaacson & Co
New York
$783K – – –
H
1048
Hexavest
Quebec, Canada
$782K – – –
BW
1049
Bison Wealth
Georgia
$779K +$12.3K +167 +2%
VCM
1050
Vigilant Capital Management
Maine
$778K +$93.7K +1,275 +14%
40 41
42
43 44