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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 %
AW
1151
Alpha Windward
Massachusetts
$408K -$33.1K -514 -8%
CBT
1152
Central Bank & Trust
Kentucky
$405K -$39.9K -619 -9%
SFM
1153
Signature Financial Management
Virginia
$404K -$39.1K -608 -9%
ACM
1154
Ashford Capital Management
Delaware
$400K -$357K -5,527 -47%
REMPR
1155
Roof Eidam Maycock Peralta (REMP)
California
$400K -$64.5K -1,000 -14%
HC
1156
Hourglass Capital
Texas
$397K – – –
CAW
1157
Cornerstone Advisors (Washington)
Washington
$395K +$16.9K +261 +4%
GIM
1158
Goelzer Investment Management
Indiana
$394K -$9.16K -142 -2%
BFA
1159
Beaumont Financial Advisors
Massachusetts
$392K +$451 +7 +0.1%
MCM
1160
Marathon Capital Management
Maryland
$392K +$67.8K +1,050 +21%
FMWA
1161
Forvis Mazars Wealth Advisors
Missouri
$388K +$69.1K +1,072 +22%
MMPW
1162
Mitchell McLeod Pugh & Williams
Alabama
$386K +$25.8K +400 +7%
DPI
1163
Diversified Portfolios Inc
Michigan
$382K -$422K -6,550 -52%
TF
1164
Tompkins Financial
New York
$382K – – –
PFM
1165
Parsec Financial Management
North Carolina
$381K -$11.3K -175 -3%
PGA
1166
Portland Global Advisors
Maine
$376K – – –
AF
1167
Allworth Financial
California
$376K +$23.5K +364 +7%
BFPW
1168
BOK Financial Private Wealth
Colorado
$375K -$48.4K -750 -11%
CAM
1169
Congress Asset Management
Massachusetts
$372K +$40.3K +624 +12%
FWP
1170
FAS Wealth Partners
Kansas
$371K +$580 +9 +0.2%
ECM
1171
Evergreen Capital Management
Washington
$370K – – –
VNA
1172
VNBTrust National Association
Virginia
$368K -$2.25K -35 -0.6%
GIA
1173
GHP Investment Advisors
Colorado
$368K +$64 +1 +0%
CCA
1174
Cobblestone Capital Advisors
New York
$364K -$15.1K -234 -4%
PCMK
1175
Paragon Capital Management (Kansas)
Kansas
$364K +$6.44K +100 +2%
45 46
47
48 49