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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $57.6B invested in Bristol-Myers Squibb in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 466 increasing their positions, 535 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-26
Holders Change %
-1.96%
% of All Funds
37.42%
Holding in Top 10
37
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-35.09%
% of All Funds
1.06%
New
66
Increased
466
Reduced
535
Closed
84
Calls
$538M
Puts
$720M
Net Calls
-$181M
Net Calls Change
-$297M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.49B
2
Norges Bank
Norges Bank
Norway
+$585M
3
IC
Institutional Capital
Illinois
+$486M
4
WRF
Waddell & Reed Financial
Kansas
+$129M
5
BG
BlackRock Group
United Kingdom
+$109M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$603M
2
PHS
PFM Health Sciences
California
-$401M
3
Jennison Associates
Jennison Associates
New York
-$259M
4
TCIM
TIAA CREF Investment Management
New York
-$174M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1101
Whitebox Advisors
Minnesota
$301K +$301K +6,200 New
B
1102
BancorpSouth
Mississippi
$299K -$103K -2,122 -26%
KA
1103
Kovack Advisors
Florida
$297K +$75.3K +1,554 +34%
AF
1104
Allworth Financial
California
$295K -$38.8K -800 -12%
LIC
1105
Lodestar Investment Counsel
Illinois
$293K -$96.9K -2,000 -25%
AFG
1106
Albion Financial Group
Utah
$292K +$49 +1 +0%
PL
1107
Plancorp LLC
Missouri
$291K -$347K -7,153 -54%
MSFP
1108
Mark Sheptoff Financial Planning
Connecticut
$291K – – –
BFA
1109
Beaumont Financial Advisors
Massachusetts
$289K -$10.1K -207 -3%
SFM
1110
Signature Financial Management
Virginia
$289K -$4.46K -92 -2%
CMANY
1111
Capital Management Associates (New York)
New York
$286K -$14.5K -300 -5%
CMBA
1112
C.M. Bidwell & Associates
Hawaii
$286K – – –
TDC
1113
Thompson Davis & Co
Virginia
$286K +$24.5K +504 +9%
AAC
1114
Asset Advisors Corp
Georgia
$283K -$296K -6,100 -51%
ECM
1115
Evergreen Capital Management
Washington
$283K – – –
PGA
1116
Portland Global Advisors
Maine
$283K – – –
GGPS
1117
Gary Goldberg Planning Services
New York
$281K -$1.6K -33 -0.6%
DAC
1118
Dividend Assets Capital
South Carolina
$279K – – –
CCA
1119
Cobblestone Capital Advisors
New York
$278K -$1.84K -38 -0.7%
FWP
1120
FAS Wealth Partners
Kansas
$278K +$5.39K +111 +2%
FHC
1121
First Houston Capital
Texas
$277K -$97.2K -2,000 -26%
DD
1122
Dominick & Dominick
New York
$277K -$2.72K -56 -1%
YMRC
1123
Yorktown Management & Research Company
Virginia
$277K – – –
GIA
1124
GHP Investment Advisors
Colorado
$277K +$97 +2 +0%
BSA
1125
Braun Stacey Associates
New York
$277K +$53.5K +1,100 +24%
43 44
45
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