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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,763 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 747 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
39.34%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.91%
New
208
Increased
555
Reduced
747
Closed
155
Calls
$1.13B
Puts
$1.14B
Net Calls
-$12.3M
Net Calls Change
-$94.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$500M
2
Millennium Management
Millennium Management
New York
+$254M
3
JIM
Jupiter Investment Management
United Kingdom
+$211M
4
CS
Credit Suisse
Switzerland
+$196M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$370M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1201
Financial Architects (New Jersey)
New Jersey
$541K +$8.84K +170 +2%
SBWM
1202
Sunflower Bank Wealth Management
Arizona
$538K -$45.7K -880 -8%
MIP
1203
Marietta Investment Partners
Wisconsin
$538K +$2.39K +46 +0.4%
RA
1204
RFG Advisory
Alabama
$535K -$199K -3,840 -27%
BMC
1205
Benin Management Corp
Connecticut
$535K +$99.9K +1,922 +23%
IDBONY
1206
Israel Discount Bank of New York
New York
$529K -$6.5K -125 -1%
VCM
1207
Vigilant Capital Management
Maine
$526K +$22.9K +440 +5%
UCMOK
1208
United Capital Management of KS
Kansas
$525K +$84.4K +1,624 +19%
MM
1209
Meridian Management
Arkansas
$522K – – –
OAM
1210
Oak Asset Management
California
$521K -$304K -5,845 -37%
OAM
1211
Occidental Asset Management
California
$521K – – –
CP
1212
Coho Partners
Pennsylvania
$520K – – –
BC
1213
Burney Company
Virginia
$520K +$46.5K +894 +10%
KWMG
1214
King Wealth Management Group
Florida
$518K +$210K +4,051 +68%
ACM
1215
Allred Capital Management
Texas
$518K +$518K +9,969 New
PFS
1216
Physicians Financial Services
North Carolina
$516K +$168K +3,236 +48%
FTC
1217
Farmers Trust Company
Ohio
$515K -$20.8K -400 -4%
GWI
1218
Grace & White Inc
New York
$512K – – –
SAM
1219
Seelaus Asset Management
New Jersey
$509K +$7.79K +150 +2%
KFS
1220
Kurt F. Somerville
$507K -$23.4K -450 -4%
MWM
1221
Mission Wealth Management
California
$504K +$118K +2,278 +31%
CA
1222
Calton & Associates
Florida
$503K +$63.7K +1,224 +14%
LWS
1223
Lucia Wealth Services
California
$501K -$375K -7,210 -43%
CIP
1224
Cornerstone Investment Partners
Georgia
$501K -$2.03K -39 -0.4%
PFA
1225
Pettinga Financial Advisors
Indiana
$501K +$501K +9,632 New
47 48
49
50 51