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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,301 hedge funds and large institutions have $60.9B invested in Bristol-Myers Squibb in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 457 increasing their positions, 540 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
–
Holders Change %
0%
% of All Funds
37.78%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
1.25%
New
59
Increased
457
Reduced
540
Closed
48
Calls
$805M
Puts
$740M
Net Calls
+$65.2M
Net Calls Change
+$247M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$741M
2
JHIU
Janus Henderson Investors US
Colorado
+$249M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$210M
4
Jennison Associates
Jennison Associates
New York
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$618M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$306M
3
Capital World Investors
Capital World Investors
California
-$181M
4
Renaissance Technologies
Renaissance Technologies
New York
-$112M
5
IC
Institutional Capital
Illinois
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1251
Tradewinds Capital Management
Washington
$47K – – –
JAM
1252
Jolley Asset Management
North Carolina
$46K -$1.53K -30 -3%
ACM
1253
Axel Capital Management
New York
$46K – – –
OC
1254
Oakworth Capital
Alabama
$46K – – –
LFR
1255
Lehman Financial Resources
Pennsylvania
$42K – – –
SGC
1256
South Georgia Capital
Illinois
$41K – – –
EWM
1257
Edge Wealth Management
New York
$41K +$20.6K +400 +101%
AWM
1258
Avior Wealth Management
Nebraska
$40K – – –
BBPWM
1259
Blue Bell Private Wealth Management
Pennsylvania
$37K – – –
SFPIA
1260
Stevens First Principles Investment Advisors
California
$36K – – –
AIM
1261
Acuity Investment Management
Ontario, Canada
$36K – – –
AC
1262
Alexandria Capital
Virginia
$34K -$1.17K -23 -3%
BL
1263
BCWM LLC
Kansas
$32.7K -$631 -1,233 -2%
FI
1264
FCM Investments
Texas
$31K – – –
JIR
1265
James Investment Research
Ohio
$31K – – –
WCM
1266
Wealthcare Capital Management
Virginia
$31K – – –
HF
1267
Hoxton Financial
West Virginia
$28K – – –
CFG
1268
CKW Financial Group
Hawaii
$28K +$28K +553 New
TFO
1269
Tarbox Family Office
California
$27K +$2.18K +42 +9%
WA
1270
Winfield Associates
Ohio
$26K – – –
DOA
1271
D'Orazio & Associates
Virginia
$26K – – –
FA
1272
Financial Advantage
Maryland
$23K – – –
CG
1273
Colony Group
Massachusetts
$22K -$139K -2,678 -86%
FBT
1274
Founders Bank & Trust
Michigan
$20K – – –
RAM
1275
Riggs Asset Management
Pennsylvania
$20K +$20K +400 New
49 50
51
52 53