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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,520 hedge funds and large institutions have $78B invested in Bristol-Myers Squibb in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 585 increasing their positions, 604 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-12
Holders Change %
-0.78%
% of All Funds
40.57%
Holding in Top 10
79
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.56%
% of All Funds
2.11%
New
93
Increased
585
Reduced
604
Closed
85
Calls
$680M
Puts
$512M
Net Calls
+$168M
Net Calls Change
+$412M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$533M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$318M
4
JHIU
Janus Henderson Investors US
Colorado
+$170M
5
SG Americas Securities
SG Americas Securities
New York
+$125M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Bank of America
Bank of America
North Carolina
-$277M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$182M
4
Deutsche Bank
Deutsche Bank
Germany
-$159M
5
SAC
Smith Affiliated Capital
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1051
Hollencrest Capital Management
California
$604K +$183K +2,864 +43%
NAMA
1052
Nikko Asset Management Americas
New York
$596K – – –
VCM
1053
Vigilant Capital Management
Maine
$595K – – –
DMC
1054
Drexel Morgan & Co
Pennsylvania
$594K – – –
BWP
1055
Baldwin Wealth Partners
Massachusetts
$594K +$51K +799 +9%
SHCM
1056
Stokes & Hubbell Capital Management
Louisiana
$593K +$67K +1,049 +13%
PWW
1057
Pettyjohn Wood & White
Virginia
$592K +$9.57K +150 +2%
SFSG
1058
Stearns Financial Services Group
North Carolina
$589K +$73.1K +1,144 +14%
DAS
1059
Dynamic Advisor Solutions
Arizona
$587K +$10.8K +169 +2%
KWMG
1060
King Wealth Management Group
Florida
$584K – – –
BCM
1061
Brookstone Capital Management
Illinois
$583K -$27.2K -426 -4%
MGIA
1062
Moneta Group Investment Advisors
Missouri
$583K +$162K +2,538 +38%
OMC
1063
Overbrook Management Corp
New York
$581K -$34.5K -540 -6%
FMC
1064
First Merchants Corp
Indiana
$581K -$27.1K -423 -4%
UBWV
1065
United Bank (West Virginia)
West Virginia
$581K +$89.4K +1,400 +18%
LA
1066
Lau Associates
Delaware
$580K – – –
WKWM
1067
Walter & Keenan Wealth Management
Indiana
$578K -$12.8K -200 -2%
WA1
1068
Wimmer Associates 1
California
$577K +$44.7K +700 +8%
PP
1069
Prudential plc
United Kingdom
$575K -$110K -1,715 -16%
NB
1070
Nicolet Bankshares
Wisconsin
$572K – – –
BCM
1071
Barometer Capital Management
Ontario, Canada
$571K -$4.58M -71,758 -89%
EWA
1072
Exencial Wealth Advisors
Oklahoma
$566K -$33.9K -530 -6%
LCP
1073
Legacy Capital Partners
Wisconsin
$566K -$25.6K -400 -4%
SMC
1074
Smith, Moore & Co
Missouri
$566K +$244K +3,824 +76%
DT
1075
Diversified Trust
Tennessee
$563K -$22.7K -356 -4%
41 42
43
44 45