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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,445 hedge funds and large institutions have $80.7B invested in Bristol-Myers Squibb in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 485 increasing their positions, 610 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,445
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
38.97%
Holding in Top 10
80
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.9%
% of All Funds
2.16%
New
81
Increased
485
Reduced
610
Closed
69
Calls
$558M
Puts
$717M
Net Calls
-$159M
Net Calls Change
-$169M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
3
JHIU
Janus Henderson Investors US
Colorado
+$245M
4
FAM
Fred Alger Management
New York
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$353M
2
Capital International Investors
Capital International Investors
California
-$220M
3
State Street
State Street
Massachusetts
-$172M
4
O
OppenheimerFunds
New York
-$146M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLAM
1051
First Light Asset Management
Minnesota
$552K – – –
WA
1052
Wealth Architects
California
$551K – – –
CFA
1053
CT Financial Advisors
Pennsylvania
$549K – – –
BRWM
1054
B. Riley Wealth Management
Tennessee
$546K -$812K -12,217 -60%
CIA
1055
CCM Investment Advisers
South Carolina
$545K -$24.9K -375 -4%
IMOV
1056
Investment Management of Virginia
Virginia
$543K -$33.2K -500 -6%
AB
1057
Atlas Brown
Kentucky
$535K -$4.03K -63 -0.7%
CBOR
1058
Community Bank of Raymore
Missouri
$533K – – –
DLHL
1059
Donald L. Hagan LLC
Florida
$533K – – –
SFSG
1060
Stearns Financial Services Group
North Carolina
$533K +$15.2K +229 +3%
DAS
1061
Dynamic Advisor Solutions
Arizona
$532K +$38.7K +581 +8%
OA
1062
Outfitter Advisors
Virginia
$530K – – –
SCM
1063
Sterneck Capital Management
Missouri
$528K +$37K +556 +8%
CF
1064
CenterStar Fund
Illinois
$526K – – –
FWM
1065
Focused Wealth Management
New York
$523K -$85.1K -1,279 -14%
TAM
1066
Trillium Asset Management
Massachusetts
$523K -$23.9K -360 -4%
CAG
1067
Crestwood Advisors Group
Massachusetts
$522K -$137K -2,063 -21%
LCM
1068
Liberty Capital Management
Michigan
$522K +$246K +3,700 +89%
BC
1069
Burney Company
Virginia
$521K -$55.5K -835 -10%
HCM
1070
Hutchinson Capital Management
California
$520K -$13.3K -200 -2%
MGIA
1071
Moneta Group Investment Advisors
Missouri
$518K -$355K -5,341 -41%
CFMC
1072
Curbstone Financial Management Corp
New Hampshire
$517K -$76.5K -1,150 -13%
WCM
1073
Weatherstone Capital Management
Colorado
$517K +$12.4K +186 +2%
ST
1074
Spinnaker Trust
Maine
$516K -$40K -601 -7%
AB
1075
AT Bancorp
Iowa
$514K – – –
41 42
43
44 45