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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,312 hedge funds and large institutions have $61.7B invested in Bristol-Myers Squibb in 2013 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 389 increasing their positions, 567 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,312
Holders Change
+125
Holders Change %
+10.53%
% of All Funds
38.11%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.89%
New
179
Increased
389
Reduced
567
Closed
39
Calls
$776M
Puts
$870M
Net Calls
-$94.3M
Net Calls Change
-$121M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$1.59B
2
Capital International Investors
Capital International Investors
California
$851M
3
PHS
PFM Health Sciences
California
$400M
4
Citadel Advisors
Citadel Advisors
Florida
$328M
5
Ameriprise
Ameriprise
Minnesota
$987M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.79B
2
Capital Research Global Investors
Capital Research Global Investors
California
$161M
3
AIG
American International Group
New York
$44.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1276
Alexandria Capital
Virginia
$37K – – –
SCG
1277
Strategic Capital Group
Washington
$36K -$52.1K -980 -59%
WF
1278
WealthTrust Fairport
Ohio
$35K -$14.9K -284 -30%
WA
1279
WealthTrust-Arizona
Arizona
$35K +$35K +650 New
CEMP
1280
Compass Efficient Model Portfolios
Tennessee
$33K +$33K +624 New
FI
1281
FCM Investments
Texas
$32K -$2.01M -38,350 -98%
WCM
1282
Wealthcare Capital Management
Virginia
$32K – – –
PFA
1283
Paradigm Financial Advisors
Missouri
$31K +$31K +584 New
SHWM
1284
Smith & Howard Wealth Management
Georgia
$29K – – –
NIM
1285
NuWave Investment Management
New Jersey
$28K -$2.07M -38,803 -99%
AFIA
1286
America First Investment Advisors
Nebraska
$27K -$5.62K -104 -17%
YL
1287
YCG LLC
Texas
$27K – – –
DOA
1288
D'Orazio & Associates
Virginia
$27K +$27K +500 New
TFO
1289
Tarbox Family Office
California
$25K +$25K +478 New
FA
1290
Financial Advantage
Maryland
$24K – – –
ACM
1291
Axel Capital Management
New York
$23K – – –
EWM
1292
Elite Wealth Management
Washington
$21K +$21K +400 New
TWM
1293
Torch Wealth Management
Ohio
$21K +$21K +400 New
BGIM
1294
Brandywine Global Investment Management
Pennsylvania
$20K -$41.4K -766 -67%
NYLT
1295
New York Life Trust
New York
$18K -$203K -3,894 -92%
CFN
1296
Cordasco Financial Network
Florida
$18K +$18K +340 New
UB
1297
UMB Bank
Missouri
$17.3K -$189 -3,559 -1%
SA
1298
SRH Advisors
Kansas
$16K +$16K +300 New
CG
1299
Colony Group
Massachusetts
$16K +$16K +307 New
DIA
1300
Denver Investment Advisors
Colorado
$12.3K +$45 +856 +0.4%
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52
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