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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 %
AB
1151
AT Bancorp
Iowa
$571K – – –
BC
1152
Burney Company
Virginia
$570K -$5.3K -72 -0.9%
RC
1153
Roundview Capital
New Jersey
$570K – – –
FWM
1154
Focused Wealth Management
New York
$570K +$1.62K +22 +0.3%
PWP
1155
Private Wealth Partners
California
$570K +$173K +2,350 +44%
OA
1156
Outfitter Advisors
Virginia
$568K -$7.36K -100 -1%
HCMT
1157
Highland Capital Management (Tennessee)
Tennessee
$567K -$735 -10 -0.1%
IMOV
1158
Investment Management of Virginia
Virginia
$564K -$29.4K -400 -5%
GIM
1159
Goelzer Investment Management
Indiana
$563K +$44.1K +600 +9%
LWAC
1160
Laurel Wealth Advisors (California)
California
$558K +$74.4K +1,010 +15%
NFG
1161
Nadler Financial Group
Illinois
$557K +$735 +10 +0.1%
HCM
1162
Hutchinson Capital Management
California
$552K -$44.9K -610 -8%
BIG
1163
Bellwether Investment Group
Tennessee
$552K +$552K +7,508 New
CHAM
1164
Clear Harbor Asset Management
Connecticut
$551K -$2.5K -34 -0.5%
TAM
1165
Trillium Asset Management
Massachusetts
$550K -$151K -2,060 -22%
WG
1166
Welch Group
Alabama
$550K -$69.1K -940 -11%
CFA
1167
CT Financial Advisors
Pennsylvania
$549K -$28.5K -388 -5%
SFG
1168
SevenBridge Financial Group
Pennsylvania
$546K -$3.89M -52,818 -88%
MHS
1169
M Holdings Securities
Oregon
$544K +$146K +1,992 +37%
AFG
1170
Albion Financial Group
Utah
$540K +$132K +1,800 +32%
WCM
1171
Weatherstone Capital Management
Colorado
$538K +$6.47K +88 +1%
BFA
1172
Beaumont Financial Advisors
Massachusetts
$538K +$90.6K +1,232 +20%
BLAM
1173
Bourne Lent Asset Management
New York
$535K – – –
AIM
1174
Anchor Investment Management
South Carolina
$530K +$62.5K +850 +13%
SAM
1175
SignalPoint Asset Management
Missouri
$529K -$6.98K -95 -1%
45 46
47
48 49