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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 %
JPTCCM
1051
J.P. Turner & Co Capital Management
Georgia
$562K -$69.3K -1,080 -11%
RC
1052
Roundview Capital
New Jersey
$562K – – –
SOAMC
1053
Spirit of America Management Corp
New York
$561K +$561K +8,700 New
IMOV
1054
Investment Management of Virginia
Virginia
$560K -$5.49K -85 -1%
WP
1055
WMS Partners
Maryland
$560K +$55.4K +859 +11%
BC
1056
Burney Company
Virginia
$559K +$6.45K +100 +1%
BCM
1057
BTR Capital Management
California
$558K -$58.1K -900 -9%
AUB
1058
Atlantic Union Bankshares
Virginia
$558K -$8.65K -134 -2%
CIA
1059
CCM Investment Advisers
South Carolina
$553K -$76.1K -1,180 -12%
GC
1060
Grimes & Company
Massachusetts
$552K +$20.5K +318 +4%
EHC
1061
Everett Harris & Co
California
$550K – – –
BWP
1062
Baldwin Wealth Partners
Massachusetts
$548K – – –
AB
1063
Atlas Brown
Kentucky
$544K +$64 +1 +0%
OAM
1064
Occidental Asset Management
California
$542K – – –
CC
1065
Capital Counsel
New York
$542K – – –
VCM
1066
Vigilant Capital Management
Maine
$540K – – –
BLAM
1067
Bourne Lent Asset Management
New York
$540K +$540K +8,370 New
ST
1068
Spinnaker Trust
Maine
$539K -$43.8K -680 -8%
KP
1069
Keel Point
Alabama
$539K +$539K +8,351 New
NSCM
1070
New South Capital Management
Tennessee
$536K – – –
FLAM
1071
First Light Asset Management
Minnesota
$535K – – –
PGIM
1072
Pacific Global Investment Management
California
$535K +$194 +3 +0%
WA
1073
Wealth Architects
California
$534K +$19.3K +300 +4%
CFA
1074
CT Financial Advisors
Pennsylvania
$532K -$645 -10 -0.1%
DT
1075
Diversified Trust
Tennessee
$530K -$77.9K -1,207 -13%
41 42
43
44 45