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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,312 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
+125
Holders Change %
+10.53%
% of All Funds
38.11%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.89%
New
179
Increased
389
Reduced
567
Closed
39
Calls
$776M
Puts
$870M
Net Calls
-$94.3M
Net Calls Change
-$121M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$766M
2
Capital International Investors
Capital International Investors
California
+$454M
3
PHS
PFM Health Sciences
California
+$400M
4
Citadel Advisors
Citadel Advisors
Florida
+$328M
5
Ameriprise
Ameriprise
Minnesota
+$326M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$839M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$425M
3
AIG
American International Group
New York
-$293M
4
Renaissance Technologies
Renaissance Technologies
New York
-$228M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
1101
Fairfield, Bush & Co
Connecticut
$336K -$1.83M -34,550 -85%
WA
1102
Waverly Advisors
Alabama
$336K +$17K +319 +5%
SFM
1103
Signature Financial Management
Virginia
$336K +$97.7K +1,838 +41%
CMANY
1104
Capital Management Associates (New York)
New York
$335K -$21.3K -400 -6%
MIC
1105
MU Investments Company
Japan
$334K +$334K +6,240 New
BRM
1106
Boston Research & Management
Massachusetts
$332K -$10.2K -192 -3%
GIM
1107
Greylin Investment Management
Virginia
$331K -$14.7K -276 -4%
CTA
1108
Colonial Trust Advisors
South Carolina
$324K -$5.58K -105 -2%
CS
1109
Cannell & Spears
New York
$324K – – –
TAM
1110
Taurus Asset Management
New York
$321K – – –
ECM
1111
Evergreen Capital Management
Washington
$320K +$9.58K +180 +3%
FWP
1112
FAS Wealth Partners
Kansas
$319K +$319K +5,999 New
CCM
1113
CrestPoint Capital Management
Missouri
$319K +$319K +6,000 New
IAS
1114
IMA Advisory Services
Colorado
$315K +$37.2K +700 +13%
WOC
1115
West Oak Capital
California
$311K – – –
CIC
1116
Chilton Investment Company
Connecticut
$310K – – –
HR
1117
Howe & Rusling
New York
$310K +$96.2K +1,808 +45%
GGPS
1118
Gary Goldberg Planning Services
New York
$308K -$57.3K -1,079 -16%
CCM
1119
Coldstream Capital Management
Washington
$307K -$30K -564 -9%
WIC
1120
Wilkins Investment Counsel
Massachusetts
$307K – – –
AAM
1121
Auxier Asset Management
Oregon
$307K – – –
DD
1122
Dominick & Dominick
New York
$307K +$106 +2 +0%
AWA
1123
ARS Wealth Advisors
Florida
$307K +$307K +5,768 New
DAC
1124
Dividend Assets Capital
South Carolina
$306K – – –
BSB
1125
Bangor Savings Bank
Maine
$304K -$10.6K -200 -3%
43 44
45
46 47