BMY icon

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 %
GWCM
1201
Godshalk Welsh Capital Management
Pennsylvania
$332K -$12.9K -200 -4%
JWA
1202
JFS Wealth Advisors
Pennsylvania
$332K -$7.1K -110 -2%
HCM
1203
Hollencrest Capital Management
California
$332K +$23.9K +371 +8%
PIA
1204
Peachtree Investment Advisors
Georgia
$332K +$59.3K +920 +22%
SCA
1205
STALEY CAPITAL ADVISERS
Pennsylvania
$331K – – –
MSTVIM
1206
Messner & Smith Theme Value Investment Management
California
$330K – – –
SFA
1207
Sequoia Financial Advisors
Ohio
$327K +$5.1K +79 +2%
AAM
1208
Auxier Asset Management
Oregon
$325K – – –
AWP
1209
Ascent Wealth Partners
New York
$325K +$14.3K +222 +5%
KPCM
1210
Kings Point Capital Management
New York
$324K -$32.6K -506 -9%
PHK
1211
Point72 Hong Kong
Hong Kong
$324K +$324K +5,024 New
WCM
1212
Windsor Capital Management
Arizona
$323K – – –
OIM
1213
Opus Investment Management
Massachusetts
$323K – – –
TCM
1214
Traynor Capital Management
Pennsylvania
$322K +$193 +3 +0.1%
ACI
1215
Alpha Cubed Investments
California
$321K +$89.1K +1,384 +38%
CTA
1216
Colonial Trust Advisors
South Carolina
$320K +$155K +2,400 +94%
PAM
1217
Premier Asset Management
Illinois
$319K -$64.3K -1,000 -17%
PLFAM
1218
Pineno Levin & Ford Asset Management
Virginia
$319K – – –
WOC
1219
West Oak Capital
California
$318K -$6.45K -100 -2%
BSB
1220
Bangor Savings Bank
Maine
$316K -$25.5K -395 -7%
NA
1221
Nottingham Advisors
New York
$314K -$19.3K -300 -6%
CAM
1222
Chesapeake Asset Management
New York
$312K – – –
KCPG
1223
Kavar Capital Partners Group
Kansas
$311K -$3.09K -48 -1%
KCM
1224
Kornitzer Capital Management
Kansas
$311K – – –
SFS
1225
Summit Financial Strategies
Ohio
$311K – – –
47 48
49
50 51