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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 %
GWM
1301
Greenwich Wealth Management
Connecticut
$224K – – –
LCM
1302
Leisure Capital Management
California
$222K – – –
MWAN
1303
Mariner Wealth Advisors (NYC)
Kansas
$222K +$222K +3,440 New
NA
1304
NSB Advisors
New York
$221K – – –
VWM
1305
Vector Wealth Management
Minnesota
$220K +$900 +14 +0.4%
ASN
1306
Advisory Services Network
Georgia
$220K +$5.53K +88 +3%
YP
1307
Yellowstone Partners
Idaho
$219K -$21.7K -336 -9%
JEW
1308
Jamison Eaton & Wood
New Jersey
$219K – – –
PCM
1309
Price Capital Management
Louisiana
$219K +$219K +3,400 New
FWCM
1310
First Western Capital Management
California
$218K -$32.7K -507 -13%
SIMM
1311
Stillwater Investment Management (Minnesota)
Minnesota
$218K -$1.16K -18 -0.5%
BAM
1312
Berkshire Asset Management
Pennsylvania
$217K +$217K +3,358 New
LI
1313
Lafayette Investments
Maryland
$217K +$217K +3,360 New
MKC
1314
M. Kraus & Co
Vermont
$217K +$217K +3,370 New
AEPG
1315
American Economic Planning Group
New Jersey
$214K -$14.3K -222 -6%
LA
1316
LVW Advisors
New York
$214K -$6.46K -100 -3%
ZCA
1317
Zeke Capital Advisors
Pennsylvania
$214K +$214K +3,313 New
ATIA
1318
American Trust Investment Advisors
New Hampshire
$213K -$20.3K -315 -9%
SBWIC
1319
Schaper Benz & Wise Investment Counsel
Wisconsin
$213K -$14.2K -220 -6%
MAM
1320
Marquette Asset Management
Minnesota
$213K +$213K +3,300 New
LW
1321
Linscomb Wealth
Texas
$211K +$211K +3,268 New
HIC
1322
Harvey Investment Company
Kentucky
$211K +$211K +3,273 New
MGAM
1323
McGowan Group Asset Management
Texas
$211K +$211K +3,274 New
EWMCB
1324
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$211K +$211K +3,277 New
PAMG
1325
Patton Albertson Miller Group
Tennessee
$210K +$210K +3,249 New
51 52
53
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