BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,763 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 747 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
39.34%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.91%
New
208
Increased
555
Reduced
747
Closed
155
Calls
$1.13B
Puts
$1.14B
Net Calls
-$12.3M
Net Calls Change
-$94.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$500M
2
Millennium Management
Millennium Management
New York
+$254M
3
JIM
Jupiter Investment Management
United Kingdom
+$211M
4
CS
Credit Suisse
Switzerland
+$196M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$370M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1051
Saybrook Capital
North Carolina
$773K – – –
BCP
1052
Berkeley Capital Partners
Georgia
$766K -$264K -5,077 -26%
PIM
1053
Penobscot Investment Management
Massachusetts
$766K -$52K -1,000 -6%
RI
1054
Ridgewood Investments
New Jersey
$764K – – –
ARMC
1055
American Research & Management Company
Massachusetts
$762K – – –
AWA
1056
AmeriServ Wealth Advisors
Pennsylvania
$759K +$8.78K +169 +1%
PP
1057
PagnatoKarp Partners
Virginia
$757K -$4.52K -87 -0.6%
MHIM
1058
MacNealy Hoover Investment Management
Ohio
$756K +$5.41K +104 +0.7%
ACP
1059
Aviance Capital Partners
Florida
$754K +$8.63K +166 +1%
ONST
1060
Old North State Trust
North Carolina
$752K +$16.9K +326 +2%
VCAM
1061
Van Cleef Asset Management
Ohio
$748K -$19.8K -380 -3%
RMDI
1062
R.M. Davis Inc
Maine
$747K -$141K -2,720 -16%
BL
1063
Balentine LLC
Georgia
$747K +$590K +11,363 +377%
MHS
1064
M Holdings Securities
Oregon
$745K +$15.1K +290 +2%
SWM
1065
Stockman Wealth Management
Montana
$744K +$18.2K +350 +3%
BMA
1066
Brooks Moore & Associates
Tennessee
$742K +$742K +14,273 New
ALAM
1067
Asahi Life Asset Management
Japan
$738K +$738K +14,190 New
JIC
1068
Joel Isaacson & Co
New York
$735K +$117K +2,435 +19%
DI
1069
Diligent Investors
California
$732K -$1.56K -30 -0.2%
FNBOO
1070
First National Bank of Omaha
Nebraska
$731K +$26K +500 +4%
CSA
1071
Cottage Street Advisors
Massachusetts
$731K +$52K +1,000 +8%
FHA
1072
First Horizon Advisors
Tennessee
$729K -$223K -4,300 -23%
LNC
1073
Lincoln National Corp
Pennsylvania
$729K +$43.8K +842 +6%
SOAMC
1074
Spirit of America Management Corp
New York
$728K – – –
HC
1075
HNP Capital
New York
$727K +$727K +13,989 New
41 42
43
44 45