BMY icon

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 %
CCC
1201
Chelsea Counsel Company
California
$218K +$218K +4,104 New
BCM
1202
Becker Capital Management
Oregon
$216K +$216K +4,060 New
PBT
1203
Pictet Bank & Trust
Bahamas
$213K +$213K +4,000 New
GBA
1204
Garrison Bradford & Associates
New York
$213K +$213K +4,000 New
SCI
1205
S&CO Inc
Massachusetts
$213K +$213K +4,000 New
HBWM
1206
Hollow Brook Wealth Management
New York
$213K +$213K +4,000 New
BONST
1207
Bank of Nova Scotia Trust
Ontario, Canada
$210K +$210K +3,955 New
ARMC
1208
American Research & Management Company
Massachusetts
$209K +$372 +7 +0.2%
PHIMC
1209
Private Harbour Investment Management & Counsel
Ohio
$209K +$209K +3,925 New
RFA
1210
Reilly Financial Advisors
California
$208K +$19.2K +361 +10%
CT
1211
Coastline Trust
Rhode Island
$207K +$207K +3,890 New
BCM
1212
Bares Capital Management
Texas
$204K +$204K +3,834 New
VWM
1213
Vector Wealth Management
Minnesota
$204K +$204K +3,836 New
EGA
1214
E&G Advisors
Texas
$203K +$203K +3,816 New
TA
1215
Teton Advisors
New York
$201K +$201K +3,783 New
CWM
1216
Cranbrook Wealth Management
Michigan
$182K +$182K +3,428 New
GA
1217
Glenhill Advisors
New York
$178K +$178K +3,350 New
Carson Wealth (CWM LLC)
1218
Carson Wealth (CWM LLC)
Nebraska
$176K +$86K +1,619 +96%
FAM
1219
Formidable Asset Management
Ohio
$167K – – –
FCT
1220
Family Capital Trust
Massachusetts
$159K – – –
ECM
1221
ETrade Capital Management
Virginia
$157K -$2.02K -38 -1%
PIA
1222
Piedmont Investment Advisors
North Carolina
$150K -$5.53K -104 -4%
PMFA
1223
Plante Moran Financial Advisors
Michigan
$149K +$45.9K +864 +45%
SM
1224
Salzhauer Michael
$149K +$149K +2,800 New
ACM
1225
Aviance Capital Management
Florida
$147K +$3.93K +74 +3%
47 48
49
50 51