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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,520 hedge funds and large institutions have $78B invested in Bristol-Myers Squibb in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 585 increasing their positions, 604 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-12
Holders Change %
-0.78%
% of All Funds
40.57%
Holding in Top 10
79
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.56%
% of All Funds
2.11%
New
93
Increased
585
Reduced
604
Closed
85
Calls
$680M
Puts
$512M
Net Calls
+$168M
Net Calls Change
+$412M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$533M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$318M
4
JHIU
Janus Henderson Investors US
Colorado
+$170M
5
SG Americas Securities
SG Americas Securities
New York
+$125M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Bank of America
Bank of America
North Carolina
-$277M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$182M
4
Deutsche Bank
Deutsche Bank
Germany
-$159M
5
SAC
Smith Affiliated Capital
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRM
1201
Boston Research & Management
Massachusetts
$391K -$169K -2,650 -30%
WIC
1202
Woodmont Investment Counsel
Tennessee
$391K -$17K -266 -4%
BCCM
1203
Bridge Creek Capital Management
Massachusetts
$391K – – –
TCM
1204
Traynor Capital Management
Pennsylvania
$387K -$246K -3,862 -39%
BRWM
1205
B. Riley Wealth Management
Tennessee
$386K +$65.6K +1,028 +20%
DPI
1206
Diversified Portfolios Inc
Michigan
$385K – – –
BAM
1207
Berkshire Asset Management
Pennsylvania
$383K +$17.4K +272 +5%
ACM
1208
Argentus Capital Management
Texas
$381K +$224K +3,502 +142%
CBTWT
1209
Community Bank & Trust (Waco, Texas)
Texas
$378K -$48.2K -756 -11%
CAG
1210
Crestwood Advisors Group
Massachusetts
$377K -$117K -1,838 -24%
ACI
1211
Alpha Cubed Investments
California
$377K -$58.9K -921 -14%
JWA
1212
JFS Wealth Advisors
Pennsylvania
$376K +$1.98K +31 +0.5%
GWM
1213
Gupta Wealth Management
California
$375K -$22K -345 -6%
IIC
1214
Ironwood Investment Counsel
Arizona
$374K – – –
EDRIA
1215
Edmonds Duncan Registered Investment Advisors
Kansas
$374K +$2.56K +40 +0.7%
WIC
1216
Wilkins Investment Counsel
Massachusetts
$372K +$100K +1,565 +37%
RCM
1217
Reynolds Capital Management
Nevada
$371K -$486K -7,600 -57%
BFPW
1218
BOK Financial Private Wealth
Colorado
$371K – – –
BFM
1219
Boothbay Fund Management
New York
$371K +$371K +5,812 New
FDS
1220
First Dallas Securities
Texas
$368K -$92.6K -1,450 -20%
PHAM
1221
Palisades Hudson Asset Management
Florida
$366K – – –
GIA
1222
GHP Investment Advisors
Colorado
$365K +$64 +1 +0%
NCM
1223
Noesis Capital Mangement
Florida
$364K -$19.2K -300 -5%
FRM
1224
Fox Run Management
Connecticut
$364K +$364K +5,700 New
OPTFSNA
1225
Old Point Trust & Financial Services N A
Virginia
$363K – – –
47 48
49
50 51