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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 %
MGIA
1251
Moneta Group Investment Advisors
Missouri
$471K +$25.9K +499 +6%
CCG
1252
Chatham Capital Group
Georgia
$470K – – –
CWP
1253
Capital Wealth Planning
Florida
$470K +$236K +4,545 +101%
PFGIA
1254
Patriot Financial Group Insurance Agency
Massachusetts
$467K +$35.6K +685 +8%
WP
1255
WealthPLAN Partners
Nebraska
$465K -$885K -17,117 -66%
PFM
1256
Parsec Financial Management
North Carolina
$464K -$3.43K -66 -0.7%
FPCG
1257
Fort Pitt Capital Group
Pennsylvania
$463K +$76.2K +1,466 +20%
CCP
1258
Corient Capital Partners
California
$462K +$173K +3,331 +60%
AB
1259
AT Bancorp
Iowa
$458K – – –
GCM
1260
Gables Capital Management
Florida
$454K -$98.8K -1,900 -18%
AIM
1261
Avity Investment Management
Connecticut
$452K -$5.2K -100 -1%
CCM
1262
Carderock Capital Management
Maryland
$452K -$3.12K -60 -0.7%
QCM
1263
Quantinno Capital Management
New York
$452K +$452K +8,700 New
OMC
1264
Overbrook Management Corp
New York
$451K -$57.2K -1,100 -11%
DJSG
1265
D.J. St. Germain
Massachusetts
$450K +$113K +2,180 +34%
BOPW
1266
Brandywine Oak Private Wealth
Pennsylvania
$449K +$449K +8,643 New
VCA
1267
Verdence Capital Advisors
Maryland
$448K +$2.55K +49 +0.6%
Walleye Trading
1268
Walleye Trading
New York
$448K +$448K +8,620 New
AL
1269
Aspiriant LLC
California
$447K -$61.3K -1,176 -12%
GRP
1270
Global Retirement Partners
California
$447K -$53.5K -1,028 -11%
NG
1271
Northstar Group
New York
$445K -$23.3K -449 -5%
SFS
1272
Strategic Financial Services
New York
$445K +$445K +8,558 New
BWM
1273
BigSur Wealth Management
Florida
$444K – – –
BRM
1274
Boston Research & Management
Massachusetts
$443K – – –
DW
1275
Domani Wealth
Pennsylvania
$440K – – –
49 50
51
52 53