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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 %
TDC
1176
Thompson Davis & Co
Virginia
$363K -$421K -6,534 -54%
CCM
1177
Coldstream Capital Management
Washington
$363K -$56.7K -879 -14%
CWM
1178
Calamos Wealth Management
Illinois
$361K -$44.8K -695 -11%
IIC
1179
Ironwood Investment Counsel
Arizona
$359K – – –
TI
1180
Telemetry Investments
New York
$358K +$35.5K +550 +11%
AFG
1181
Albion Financial Group
Utah
$356K -$32.2K -499 -8%
ZB
1182
Zions Bancorporation
Utah
$350K +$350K +5,421 New
PFM
1183
PacWest Financial Management
Arizona
$349K +$12.9K +200 +4%
RWM
1184
Rench Wealth Management
Texas
$349K +$349K +5,418 New
FQ
1185
First Quadrant
California
$348K -$180K -2,800 -34%
MHIC
1186
Marble Harbor Investment Counsel
Massachusetts
$348K -$33.8K -525 -9%
FCMC
1187
Founders Capital Management (Connecticut)
Connecticut
$348K +$348K +5,393 New
WIC
1188
Wilkins Investment Counsel
Massachusetts
$347K – – –
NEPWA
1189
New England Private Wealth Advisors
Massachusetts
$346K – – –
FC
1190
Forte Capital
New York
$341K – – –
AIA
1191
AIMZ Investment Advisors
California
$340K +$6.45K +100 +2%
BAM
1192
Bruderman Asset Management
New York
$340K +$340K +5,269 New
NAM
1193
North American Management
Massachusetts
$339K -$168K -2,600 -33%
HMS
1194
Hanseatic Management Services
New Mexico
$339K +$645 +10 +0.2%
IAS
1195
IMA Advisory Services
Colorado
$337K – – –
LP
1196
LMR Partners
United Kingdom
$335K -$458K -7,112 -58%
FC
1197
Fayerweather Charles
$335K – – –
SAA
1198
Southeast Asset Advisors
Georgia
$335K – – –
SWM
1199
Segment Wealth Management
Texas
$335K – – –
SAMC
1200
Shinko Asset Management Company
Japan
$332K -$20K -310 -6%
46 47
48
49 50