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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 %
CTA
1126
Colonial Trust Advisors
South Carolina
$317K – – –
BRWM
1127
B. Riley Wealth Management
Tennessee
$316K +$316K +6,076 New
SFM
1128
Signature Financial Management
Virginia
$314K -$14.3K -275 -4%
ST
1129
Sabal Trust
Florida
$314K +$67.6K +1,301 +27%
AFG
1130
Albion Financial Group
Utah
$312K -$26K -500 -8%
MSFP
1131
Mark Sheptoff Financial Planning
Connecticut
$312K +$312K +6,000 New
CMBA
1132
C.M. Bidwell & Associates
Hawaii
$307K +$307K +5,905 New
ECM
1133
Evergreen Capital Management
Washington
$303K -$9.4K -181 -3%
CIC
1134
Chilton Investment Company
Connecticut
$303K – – –
PGA
1135
Portland Global Advisors
Maine
$303K +$11.2K +216 +4%
GGPS
1136
Gary Goldberg Planning Services
New York
$302K +$883 +17 +0.3%
CCA
1137
Cobblestone Capital Advisors
New York
$300K -$51.2K -984 -15%
AAM
1138
Auxier Asset Management
Oregon
$300K – – –
DD
1139
Dominick & Dominick
New York
$300K +$52 +1 +0%
DAC
1140
Dividend Assets Capital
South Carolina
$299K – – –
GA
1141
Glenhill Advisors
New York
$297K +$123K +2,353 +70%
TAM
1142
Telluride Asset Management
Minnesota
$297K +$297K +5,715 New
YMRC
1143
Yorktown Management & Research Company
Virginia
$296K – – –
GIA
1144
GHP Investment Advisors
Colorado
$296K +$52 +1 +0%
BFPW
1145
BOK Financial Private Wealth
Colorado
$294K – – –
CCM
1146
Coldstream Capital Management
Washington
$292K -$7.58K -146 -3%
WCM
1147
Weatherstone Capital Management
Colorado
$292K – – –
FWP
1148
FAS Wealth Partners
Kansas
$291K -$20.2K -389 -6%
PFM
1149
Parsec Financial Management
North Carolina
$290K – – –
TAM
1150
Trillium Asset Management
Massachusetts
$290K – – –
44 45
46
47 48