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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,573 hedge funds and large institutions have $90.9B invested in Bristol-Myers Squibb in 2016 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 576 increasing their positions, 640 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+53
Holders Change %
+3.49%
% of All Funds
42.04%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.94%
New
114
Increased
576
Reduced
640
Closed
43
Calls
$785M
Puts
$647M
Net Calls
+$138M
Net Calls Change
-$29.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$264M
4
SGA
Sustainable Growth Advisers
Connecticut
+$98.1M
5
WA
WestEnd Advisors
North Carolina
+$95M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.88B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$538M
3
Franklin Resources
Franklin Resources
California
-$392M
4
BA
BlackRock Advisors
Delaware
-$218M
5
Ameriprise
Ameriprise
Minnesota
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1276
Burt Wealth Advisors
Maryland
$399K -$91.9K -1,250 -19%
TPWA
1277
TRUE Private Wealth Advisors
Oregon
$395K +$1.1K +15 +0.3%
Two Sigma Investments
1278
Two Sigma Investments
New York
$393K -$209K -2,841 -35%
PG
1279
Patten Group
Tennessee
$390K +$7.36K +100 +2%
QI
1280
Quotient Investors
New York
$390K -$136K -1,850 -26%
CBT
1281
Central Bank & Trust
Kentucky
$388K -$100K -1,363 -21%
SHGA
1282
Sand Hill Global Advisors
California
$388K -$7.36K -100 -2%
CTA
1283
Colonial Trust Advisors
South Carolina
$386K – – –
JCM
1284
Jacobi Capital Management
Pennsylvania
$383K +$383K +5,191 New
CS
1285
Comerica Securities
Michigan
$381K +$12.8K +174 +3%
PHAM
1286
Palisades Hudson Asset Management
Florida
$379K -$42.6K -579 -10%
MNBTD
1287
Moody National Bank Trust Division
Texas
$379K – – –
PIA
1288
Peachtree Investment Advisors
Georgia
$379K – – –
WFMPM
1289
Woodley Farra Manion Portfolio Management
Indiana
$379K – – –
TDC
1290
Thompson Davis & Co
Virginia
$379K +$77.2K +1,049 +26%
MSTVIM
1291
Messner & Smith Theme Value Investment Management
California
$377K – – –
AIM
1292
Avity Investment Management
Connecticut
$377K +$377K +5,121 New
SFM
1293
Signature Financial Management
Virginia
$376K – – –
CC
1294
Cadinha & Co
Hawaii
$376K +$7.36K +100 +2%
AIA
1295
AIMZ Investment Advisors
California
$374K -$406K -5,519 -52%
CAAS
1296
Capital Asset Advisory Services
Michigan
$372K – – –
ACM
1297
Armbruster Capital Management
New York
$371K – – –
NIMI
1298
Natixis Investment Managers International
France
$370K -$168K -2,288 -31%
CAG
1299
Crestwood Advisors Group
Massachusetts
$368K -$66.2K -900 -15%
DAM
1300
Deimos Asset Management
New York
$368K +$368K +5,000 New
50 51
52
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