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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 %
WKWM
1276
Walter & Keenan Wealth Management
Indiana
$439K – – –
SFA
1277
Sequoia Financial Advisors
Ohio
$434K -$1.56K -30 -0.4%
CWM
1278
Cornerstone Wealth Management
Missouri
$433K -$23.7M -454,324 -98%
KCM
1279
Kendall Capital Management
Maryland
$433K +$132K +2,535 +44%
NSCM
1280
New South Capital Management
Tennessee
$432K – – –
GLLW
1281
Graves Light Lenhart Wealth
Virginia
$429K +$429K +8,248 New
CWS
1282
Cypress Wealth Services
California
$418K -$41.1K -792 -9%
LCP
1283
Legacy Capital Partners
Wisconsin
$418K – – –
WF
1284
WoodTrust Financial
Wisconsin
$418K – – –
BLAM
1285
Bourne Lent Asset Management
New York
$417K +$120K +2,300 +40%
HCM
1286
Hall Capital Management
Rhode Island
$415K -$9.63K -185 -2%
WFM
1287
Wolff Financial Management
Michigan
$413K +$413K +7,940 New
BCM
1288
Becker Capital Management
Oregon
$410K -$59.3K -1,140 -13%
DAM
1289
Doheny Asset Management
California
$409K -$218K -4,200 -35%
EWM
1290
Evermay Wealth Management
Virginia
$409K +$85.2K +1,638 +26%
WIP
1291
Wellesley Investment Partners
Massachusetts
$407K – – –
DAC
1292
Dividend Assets Capital
South Carolina
$406K -$253K -4,870 -38%
SWA
1293
SFMG Wealth Advisors
Texas
$405K – – –
GC
1294
Grimes & Company
Massachusetts
$405K +$260 +5 +0.1%
AB
1295
Atlas Brown
Kentucky
$403K -$25.9K -498 -6%
Fiera Capital (Canada)
1296
Fiera Capital (Canada)
Quebec, Canada
$402K -$17.2K -330 -4%
APG
1297
Abacus Planning Group
South Carolina
$401K -$400K -7,680 -50%
CAM
1298
Cozad Asset Management
Illinois
$401K -$314K -6,040 -44%
CBT
1299
Capital Bank & Trust
California
$401K -$23.1K -444 -5%
FQ
1300
First Quadrant
California
$399K +$46.3K +891 +13%
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