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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 %
MIH
1151
Madison Investment Holdings
Wisconsin
$275K +$15.1K +284 +6%
MSTVIM
1152
Messner & Smith Theme Value Investment Management
California
$272K – – –
BFG
1153
Beacon Financial Group
Texas
$271K -$701K -18,115 -72%
JWA
1154
JFS Wealth Advisors
Pennsylvania
$269K -$14.4K -271 -5%
MWNA
1155
Marshall Wace North America
New York
$268K +$268K +5,039 New
WCM
1156
Windsor Capital Management
Arizona
$266K -$3.56K -67 -1%
UGIF
1157
US Global Investors Funds
Maine
$266K +$266K +5,000 New
USGIU
1158
U.S. Global Investors (USGI)
Texas
$266K +$266K +5,000 New
OPTFSNA
1159
Old Point Trust & Financial Services N A
Virginia
$264K -$21.2K -400 -7%
BIM
1160
Bridgecreek Investment Management
Oklahoma
$261K +$11.1K +209 +4%
KCPG
1161
Kavar Capital Partners Group
Kansas
$261K +$261K +4,925 New
GIM
1162
Goelzer Investment Management
Indiana
$259K -$26.6K -500 -9%
GHA
1163
GW Henssler & Associates
Georgia
$258K +$6.22K +117 +2%
CAM
1164
Chesapeake Asset Management
New York
$257K – – –
IH
1165
IFC Holdings
Florida
$253K -$10.2K -192 -4%
ST
1166
Sabal Trust
Florida
$253K – – –
PCMK
1167
Paragon Capital Management (Kansas)
Kansas
$252K – – –
KCM
1168
Kornitzer Capital Management
Kansas
$250K – – –
KPCM
1169
Kings Point Capital Management
New York
$250K – – –
WSA
1170
Willow Street Advisors
Florida
$250K +$4.25K +80 +2%
LKIM
1171
Lawson Kroeker Investment Management
Nebraska
$248K – – –
SL
1172
Summitry LLC
California
$247K -$4.73K -89 -2%
NCM
1173
Noesis Capital Mangement
Florida
$246K -$35K -660 -12%
AWP
1174
Ascent Wealth Partners
New York
$246K +$246K +4,620 New
LI
1175
Lafayette Investments
Maryland
$245K -$69.1K -1,300 -22%
45 46
47
48 49