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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 %
IP
1251
Isthmus Partners
Wisconsin
$273K -$129 -2 -0%
SMC
1252
Smith, Moore & Co
Missouri
$273K +$273K +4,239 New
MHS
1253
M Holdings Securities
Oregon
$272K +$322 +5 +0.1%
Jacobs Levy Equity Management
1254
Jacobs Levy Equity Management
New Jersey
$271K -$30.7M -475,881 -99%
QAM
1255
Quantres Asset Management
Cayman Islands
$271K -$1.01M -15,700 -79%
BMC
1256
Benin Management Corp
Connecticut
$271K +$38.7K +600 +17%
LCM
1257
Liberty Capital Management
Michigan
$268K +$35.5K +550 +15%
BCM
1258
Buckhead Capital Management
Georgia
$265K -$70.9K -1,100 -21%
PWP
1259
Private Wealth Partners
California
$264K -$1.42M -22,060 -84%
VFAM
1260
Valley Forge Asset Management
Pennsylvania
$264K -$578K -8,980 -69%
SRAM
1261
Stone Ridge Asset Management
New York
$264K – – –
NGA
1262
Naples Global Advisors
Florida
$263K +$21.8K +338 +9%
HI
1263
Hendershot Investments
Virginia
$262K – – –
GBA
1264
Garrison Bradford & Associates
New York
$258K – – –
PBT
1265
Pictet Bank & Trust
Bahamas
$258K – – –
GAM
1266
Gemmer Asset Management
California
$258K +$26.1K +404 +11%
CA
1267
Capital Advantage
California
$256K – – –
BONST
1268
Bank of Nova Scotia Trust
Ontario, Canada
$255K – – –
BAAM
1269
Baker Avenue Asset Management
California
$255K – – –
MFIMFI
1270
Mesirow Financial Investment Management - Fixed Income
Illinois
$253K – – –
IWC
1271
Integrated Wealth Counsel
California
$253K – – –
BWA
1272
Burt Wealth Advisors
Maryland
$252K +$64 +1 +0%
ARMC
1273
American Research & Management Company
Massachusetts
$251K -$4.19K -65 -2%
HHGA
1274
Halbert Hargrove Global Advisors
California
$251K +$251K +3,898 New
TCM
1275
TD Capital Management
Tennessee
$248K – – –
49 50
51
52 53