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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,532 hedge funds and large institutions have $88.6B invested in Bristol-Myers Squibb in 2015 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 543 increasing their positions, 561 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
+82
Holders Change %
+5.66%
% of All Funds
40.23%
Holding in Top 10
97
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+34.72%
% of All Funds
2.55%
New
169
Increased
543
Reduced
561
Closed
69
Calls
$554M
Puts
$798M
Net Calls
-$244M
Net Calls Change
-$239M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
2
Wells Fargo
Wells Fargo
California
+$332M
3
Jennison Associates
Jennison Associates
New York
+$307M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$192M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$165M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$3.14B
2
Capital World Investors
Capital World Investors
California
-$743M
3
ACM
Americafirst Capital Management
California
-$585M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$267M
5
JHIU
Janus Henderson Investors US
Colorado
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
1051
King Wealth Management Group
Florida
$629K – – –
PWW
1052
Pettyjohn Wood & White
Virginia
$628K +$82.6K +1,200 +15%
LA
1053
Lau Associates
Delaware
$625K – – –
DAS
1054
Dynamic Advisor Solutions
Arizona
$621K +$4.33K +63 +0.7%
CPA
1055
Cowen Prime Advisors
New York
$619K – – –
LCM
1056
Liberty Capital Management
Michigan
$618K -$53.3K -775 -8%
VKH
1057
Virtu KCG Holdings
New York
$614K -$2.31M -33,601 -79%
MIM
1058
Marco Investment Management
Georgia
$607K +$275 +4 +0%
TBA
1059
Train Babcock Advisors
New York
$605K -$103K -1,504 -15%
SC
1060
Saybrook Capital
North Carolina
$605K – – –
BRM
1061
Boston Research & Management
Massachusetts
$603K +$10.3K +150 +2%
SOAMC
1062
Spirit of America Management Corp
New York
$598K – – –
SIA
1063
Sit Investment Associates
Minnesota
$598K – – –
IIM
1064
Ironwood Investment Management
Massachusetts
$597K – – –
LNC
1065
Lincoln National Corp
Pennsylvania
$597K +$311K +4,880 +108%
BCM
1066
Beck Capital Management
Texas
$597K +$597K +8,680 New
PAM
1067
Peak Asset Management
Colorado
$594K -$4.13K -60 -0.7%
EWA
1068
Exencial Wealth Advisors
Oklahoma
$591K – – –
MWM
1069
Modera Wealth Management
New Jersey
$591K +$591K +8,594 New
RC
1070
Roundview Capital
New Jersey
$588K – – –
SAM
1071
Summit Asset Management
Tennessee
$587K -$35.1K -511 -6%
EHC
1072
Everett Harris & Co
California
$587K – – –
BWP
1073
Baldwin Wealth Partners
Massachusetts
$585K +$1.24K +18 +0.2%
FNBOMD
1074
First National Bank of Mount Dora
Florida
$581K -$17.2K -250 -3%
WG
1075
Welch Group
Alabama
$579K +$2.06K +30 +0.4%
41 42
43
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