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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,327 hedge funds and large institutions have $61.1B invested in Bristol-Myers Squibb in 2014 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 461 increasing their positions, 566 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
+15
Holders Change %
+1.14%
% of All Funds
38.35%
Holding in Top 10
57
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.31%
% of All Funds
1.65%
New
90
Increased
461
Reduced
566
Closed
60
Calls
$856M
Puts
$741M
Net Calls
+$116M
Net Calls Change
+$210M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.47B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$500M
3
TCIM
TIAA CREF Investment Management
New York
+$190M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$145M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.46B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$289M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$249M
4
MAA
Managed Account Advisors
New Jersey
-$175M
5
Citigroup
Citigroup
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1076
Grimes & Company
Massachusetts
$387K +$98.7K +1,900 +34%
SRIM
1077
Saratoga Research & Investment Management
California
$386K -$33.7K -650 -8%
WAM
1078
Winslow Asset Management
Ohio
$385K – – –
ACM
1079
Apex Capital Management
Ohio
$384K +$384K +7,400 New
EA
1080
Elm Advisors
California
$382K -$11.7K -225 -3%
TF
1081
Tompkins Financial
New York
$382K +$27.8K +535 +8%
CCA
1082
Covey Capital Advisors
Georgia
$381K -$495K -9,306 Closed
WIS
1083
Wright Investors Service
Connecticut
$380K -$111K -2,140 -23%
NC
1084
NewSquare Capital
Pennsylvania
$380K +$27.2K +524 +8%
HH
1085
Hilltop Holdings
Texas
$380K +$380K +7,324 New
PCA
1086
Peddock Capital Advisors
Massachusetts
$377K – – –
FMT
1087
First Mercantile Trust
Tennessee
$377K +$338K +6,514 +874%
PIA
1088
Peachtree Investment Advisors
Georgia
$376K – – –
KLWA
1089
Kelly Lawrence W & Associates
California
$374K -$4.26K -82 -1%
PCA
1090
Private Capital Advisors
Connecticut
$369K – – –
ACI
1091
Alpha Cubed Investments
California
$367K -$173K -3,323 -32%
HCA
1092
Horan Capital Advisors
Ohio
$367K – – –
EBSAM
1093
Eubel Brady & Suttman Asset Management
Ohio
$362K +$10.9K +210 +3%
AL
1094
Airain Ltd
Guernsey
$362K +$362K +6,975 New
CBT
1095
Central Bank & Trust
Kentucky
$357K -$10.4K -200 -3%
PLFAM
1096
Pineno Levin & Ford Asset Management
Virginia
$357K – – –
AF
1097
Allworth Financial
California
$357K +$357K +6,878 New
TFF
1098
Timothy F. Fidgeon
$356K -$10.4K -200 -3%
SC
1099
Savant Capital
Illinois
$355K +$12.8K +247 +4%
FBC
1100
Fairfield, Bush & Co
Connecticut
$355K +$25.7K +495 +8%
42 43
44
45 46