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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,445 hedge funds and large institutions have $80.7B invested in Bristol-Myers Squibb in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 485 increasing their positions, 610 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,445
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
38.97%
Holding in Top 10
80
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.9%
% of All Funds
2.16%
New
81
Increased
485
Reduced
610
Closed
69
Calls
$558M
Puts
$717M
Net Calls
-$159M
Net Calls Change
-$169M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
3
JHIU
Janus Henderson Investors US
Colorado
+$245M
4
FAM
Fred Alger Management
New York
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$353M
2
Capital International Investors
Capital International Investors
California
-$220M
3
State Street
State Street
Massachusetts
-$172M
4
O
OppenheimerFunds
New York
-$146M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
1176
Wilkins Investment Counsel
Massachusetts
$358K – – –
AIA
1177
AIMZ Investment Advisors
California
$355K +$3.73K +56 +1%
HMS
1178
Hanseatic Management Services
New Mexico
$350K +$67 +1 +0%
PFM
1179
PacWest Financial Management
Arizona
$349K – – –
IAS
1180
IMA Advisory Services
Colorado
$348K – – –
SAA
1181
Southeast Asset Advisors
Georgia
$346K – – –
FC
1182
Fayerweather Charles
$346K – – –
SWM
1183
Segment Wealth Management
Texas
$346K – – –
GCA
1184
Guardian Capital Advisors
Ontario, Canada
$344K -$87.5K -1,500 -20%
CCMT
1185
CMT Capital Markets Trading
Germany
$344K +$344K +5,164 New
PIA
1186
Peachtree Investment Advisors
Georgia
$343K – – –
FC
1187
Forte Capital
New York
$342K -$3.33K -50 -1%
JWA
1188
JFS Wealth Advisors
Pennsylvania
$342K – – –
ACM
1189
Alta Capital Management
Utah
$342K +$342K +5,144 New
POA
1190
Pergamon Offshore Advisors
New York
$342K +$342K +5,145 New
MSTVIM
1191
Messner & Smith Theme Value Investment Management
California
$341K – – –
Carson Wealth (CWM LLC)
1192
Carson Wealth (CWM LLC)
Nebraska
$339K -$82.1K -1,235 -19%
FQ
1193
First Quadrant
California
$339K -$19.9K -300 -6%
SSA
1194
South Street Advisors
New York
$337K – – –
SFA
1195
Sequoia Financial Advisors
Ohio
$336K -$997 -15 -0.3%
AWP
1196
Ascent Wealth Partners
New York
$336K – – –
AAM
1197
Auxier Asset Management
Oregon
$336K – – –
PWP
1198
Private Wealth Partners
California
$336K +$63.2K +950 +23%
KPCM
1199
Kings Point Capital Management
New York
$334K – – –
OIM
1200
Opus Investment Management
Massachusetts
$333K – – –
46 47
48
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