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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 %
SBWIC
1176
Schaper Benz & Wise Investment Counsel
Wisconsin
$240K -$15.9K -300 -6%
ZCA
1177
Zeke Capital Advisors
Pennsylvania
$240K – – –
HCM
1178
Hollencrest Capital Management
California
$240K +$240K +4,504 New
IWC
1179
Integrated Wealth Counsel
California
$239K – – –
PAI
1180
Pittenger & Anderson Inc
Nebraska
$239K – – –
EGA
1181
Eagle Global Advisors
Texas
$239K – – –
UOC
1182
University of Chicago
Illinois
$239K +$239K +4,500 New
CIS
1183
Connors Investor Services
Pennsylvania
$238K +$238K +4,485 New
PWW
1184
Pettyjohn Wood & White
Virginia
$236K – – –
NEPWA
1185
New England Private Wealth Advisors
Massachusetts
$234K -$90.7K -1,706 -28%
MHIC
1186
Marble Harbor Investment Counsel
Massachusetts
$234K – – –
TC
1187
Telemus Capital
Michigan
$233K -$13K -244 -5%
NA
1188
Nottingham Advisors
New York
$233K – – –
VCM
1189
Vigilant Capital Management
Maine
$232K – – –
BSA
1190
Braun Stacey Associates
New York
$229K +$229K +4,300 New
SAM
1191
Shikiar Asset Management
New York
$229K +$229K +4,300 New
OC
1192
Oarsman Capital
Wisconsin
$229K +$229K +4,300 New
HBT
1193
Hills Bank & Trust
Iowa
$226K +$226K +4,250 New
SJL
1194
Shayne & Jacobs LLC
Tennessee
$225K +$225K +4,231 New
KA
1195
Kovack Advisors
Florida
$224K -$102K -1,916 -31%
LC
1196
Lilley & Co
Michigan
$224K -$9.33K -175 -4%
IT
1197
Independence Trust
Tennessee
$224K +$224K +4,216 New
SAM
1198
Solaris Asset Management
New York
$223K -$646K -12,175 -74%
MHS
1199
M Holdings Securities
Oregon
$222K +$222K +4,185 New
TCM
1200
TD Capital Management
Tennessee
$220K +$220K +4,148 New
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48
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