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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,447 hedge funds and large institutions have $77.5B invested in Bristol-Myers Squibb in 2015 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 467 increasing their positions, 630 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,447
Holders Change
+38
Holders Change %
+2.7%
% of All Funds
38.6%
Holding in Top 10
77
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+24.19%
% of All Funds
2.05%
New
107
Increased
467
Reduced
630
Closed
51
Calls
$624M
Puts
$614M
Net Calls
+$9.45M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1126
Carroll Financial Associates
North Carolina
$454K +$83.4K +1,294 +23%
PTC
1127
Provident Trust Company
Wisconsin
$452K -$12.9K -200 -3%
EBSAM
1128
Eubel Brady & Suttman Asset Management
Ohio
$447K +$22.6K +350 +5%
BC
1129
Banced Corp
Illinois
$443K -$120K -1,857 -21%
TAM
1130
Taurus Asset Management
New York
$442K – – –
SAM
1131
SignalPoint Asset Management
Missouri
$442K +$20.6K +320 +5%
SCM
1132
Southport Capital Management
Tennessee
$439K -$57.9K -899 -12%
MCM
1133
Maple Capital Management
Vermont
$438K -$7.67K -119 -2%
KLWA
1134
Kelly Lawrence W & Associates
California
$437K -$17K -263 -4%
PCA
1135
Peddock Capital Advisors
Massachusetts
$436K – – –
BHA
1136
Beech Hill Advisors
New York
$435K – – –
KTC
1137
Kistler-Tiffany Companies
Pennsylvania
$435K +$26.6K +413 +7%
AWM
1138
Altavista Wealth Management
North Carolina
$431K -$20.4K -316 -5%
AAC
1139
Asset Advisors Corp
Georgia
$428K – – –
RHJA
1140
Rice Hall James & Associates
California
$425K – – –
OMC
1141
Overbrook Management Corp
New York
$425K – – –
ACM
1142
Apex Capital Management
Ohio
$424K +$2.13K +33 +0.5%
GCA
1143
Gideon Capital Advisors
New York
$424K +$424K +6,578 New
GWM
1144
Gupta Wealth Management
California
$423K +$423K +6,565 New
TFF
1145
Timothy F. Fidgeon
$422K -$6.44K -100 -2%
MIH
1146
Madison Investment Holdings
Wisconsin
$417K – – –
MC
1147
Mathes Company
New York
$416K -$24.2K -375 -6%
CAL
1148
Capital Advisors Ltd
Ohio
$413K +$387 +6 +0.1%
VFA
1149
Virtus Fund Advisers
Connecticut
$410K -$123K -1,915 -23%
Carson Wealth (CWM LLC)
1150
Carson Wealth (CWM LLC)
Nebraska
$409K -$479K -7,422 -54%
44 45
46
47 48