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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 %
BCA
1226
Bray Capital Advisors
Florida
$307K +$1.29K +20 +0.4%
PG
1227
Patten Group
Tennessee
$304K – – –
BIM
1228
Bridgecreek Investment Management
Oklahoma
$303K -$19.3K -300 -6%
BAM
1229
Barrett Asset Management
New York
$303K +$135K +2,100 +81%
GC
1230
Garde Capital
Washington
$301K – – –
CC
1231
Cadinha & Co
Hawaii
$300K – – –
SS
1232
Sunbelt Securities
Texas
$294K -$64.3K -997 -18%
CFSG
1233
Community Financial Services Group
Vermont
$294K – – –
DP
1234
Dearborn Partners
Illinois
$294K – – –
FAM
1235
Formidable Asset Management
Ohio
$293K – – –
MTIM
1236
Marathon Trading Investment Management
Pennsylvania
$291K -$18.2M -283,281 -98%
PAI
1237
Pittenger & Anderson Inc
Nebraska
$290K – – –
EGA
1238
Eagle Global Advisors
Texas
$290K – – –
HR
1239
Howe & Rusling
New York
$288K -$39.2K -609 -12%
SSWM
1240
Sheets Smith Wealth Management
North Carolina
$286K -$64.1K -994 -18%
DAC
1241
Dividend Assets Capital
South Carolina
$286K -$39.5K -613 -12%
OC
1242
Oarsman Capital
Wisconsin
$285K – – –
LKIM
1243
Lawson Kroeker Investment Management
Nebraska
$284K – – –
ST
1244
Sabal Trust
Florida
$283K -$64.5K -1,001 -19%
BCM
1245
Becker Capital Management
Oregon
$283K -$11.3K -175 -4%
MPAM
1246
Murphy Pohlad Asset Management
Minnesota
$283K – – –
CMANY
1247
Capital Management Associates (New York)
New York
$281K -$6.46K -100 -2%
SL
1248
Summitry LLC
California
$277K – – –
CPS
1249
Counsel Portfolio Services
Ontario, Canada
$277K +$277K +4,300 New
HBT
1250
Hills Bank & Trust
Iowa
$274K – – –
48 49
50
51 52