BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,573 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+53
Holders Change %
+3.49%
% of All Funds
42.04%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.94%
New
114
Increased
576
Reduced
640
Closed
43
Calls
$785M
Puts
$647M
Net Calls
+$138M
Net Calls Change
-$29.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
4
SGA
Sustainable Growth Advisers
Connecticut
+$98.1M
5
WA
WestEnd Advisors
North Carolina
+$95M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$538M
3
Franklin Resources
Franklin Resources
California
-$392M
4
BA
BlackRock Advisors
Delaware
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
1101
Stearns Financial Services Group
North Carolina
$680K +$2.06K +28 +0.3%
BCM
1102
Brookstone Capital Management
Illinois
$680K +$7.36K +100 +1%
KT
1103
Kanaly Trust
Texas
$678K -$21.1K -287 -3%
CIP
1104
Cornerstone Investment Partners
Georgia
$676K -$162K -2,200 -19%
KWMG
1105
King Wealth Management Group
Florida
$674K +$1.84K +25 +0.3%
PIM
1106
Partner Investment Management
California
$669K -$1.88M -25,588 -74%
CPSAC
1107
Chas P. Smith & Associates (CPS)
Florida
$669K -$209K -2,850 -24%
FMC
1108
First Merchants Corp
Indiana
$665K -$3.09K -42 -0.5%
LCM
1109
Logan Capital Management
Pennsylvania
$655K -$1.09M -14,888 -63%
LA
1110
Lau Associates
Delaware
$654K -$13.4K -182 -2%
FMT
1111
First Mercantile Trust
Tennessee
$652K -$111K -1,508 -15%
OMC
1112
Overbrook Management Corp
New York
$652K -$16.9K -230 -3%
SGCA
1113
Steel Grove Capital Advisors
Tennessee
$651K +$73.6K +1,000 +13%
I
1114
IberiaBank
Louisiana
$650K -$3M -40,801 -82%
ATC
1115
Argent Trust Co
Tennessee
$649K -$113K -1,543 -15%
IH
1116
IFC Holdings
Florida
$649K -$107K -1,464 -14%
TBA
1117
Train Babcock Advisors
New York
$647K – – –
SC
1118
Saybrook Capital
North Carolina
$647K – – –
AGI
1119
Athena Global Investors
Virginia
$642K -$273K -3,705 -30%
SIA
1120
Sit Investment Associates
Minnesota
$640K – – –
SOAMC
1121
Spirit of America Management Corp
New York
$640K – – –
PAM
1122
Peak Asset Management
Colorado
$635K – – –
AIA
1123
Allegis Investment Advisors
Idaho
$630K +$38.8K +531 +7%
EHC
1124
Everett Harris & Co
California
$627K – – –
LCP
1125
Legacy Capital Partners
Wisconsin
$624K -$27.1K -368 -4%
43 44
45
46 47