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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
1226
Kanaly Trust
Texas
$424K -$14.7K -269 -4%
BCP
1227
Berkeley Capital Partners
Georgia
$421K +$20.7K +378 +6%
BMC
1228
Benin Management Corp
Connecticut
$418K -$87.4K -1,598 -18%
MGIA
1229
Moneta Group Investment Advisors
Missouri
$417K -$17.3K -316 -4%
EA
1230
Elm Advisors
California
$416K
AAC
1231
Asset Advisors Corp
Georgia
$415K -$21.9K -400 -5%
IIM
1232
Ironwood Investment Management
Massachusetts
$415K
PCA
1233
Private Capital Advisors
Connecticut
$415K
RWP
1234
RWA Wealth Partners
Massachusetts
$415K +$388K +7,100 New
KWMG
1235
King Wealth Management Group
Florida
$414K -$207K -3,786 -35%
UBWV
1236
United Bank (West Virginia)
West Virginia
$413K -$64.9K -1,187 -14%
PGA
1237
Portland Global Advisors
Maine
$413K
GA
1238
Greytown Advisors
Florida
$412K +$386K +7,057 New
NFG
1239
Nadler Financial Group
Illinois
$409K +$711 +13 +0.2%
DLHL
1240
Donald L. Hagan LLC
Florida
$409K +$10.9K +200 +3%
LCM
1241
Lee Capital Management
New York
$409K +$383K +7,000 New
NFC
1242
Northeast Financial Consultants
Connecticut
$407K -$82K -1,500 -18%
PFM
1243
Parsec Financial Management
North Carolina
$407K -$43.7K -800 -10%
SCA
1244
STALEY CAPITAL ADVISERS
Pennsylvania
$405K +$1.31K +24 +0.3%
WA
1245
Wealth Architects
California
$405K +$1.48K +27 +0.4%
ICM
1246
IronBridge Capital Management
Illinois
$404K -$74.4K -1,360 -16%
SHGA
1247
Sand Hill Global Advisors
California
$404K +$104K +1,901 +38%
IPAM
1248
ICICI Prudential Asset Management
India
$403K +$377K +6,900 New
SFG
1249
SevenBridge Financial Group
Pennsylvania
$401K
CIC
1250
Chilton Investment Company
Connecticut
$399K -$26.2M -478,903 -99%