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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 %
SWA
1301
Sutton Wealth Advisors
Florida
$368K -$24K -326 -6%
MPAM
1302
Murphy Pohlad Asset Management
Minnesota
$367K – – –
AAM
1303
Auxier Asset Management
Oregon
$367K – – –
PAM
1304
Premier Asset Management
Illinois
$364K – – –
SWA
1305
SFMG Wealth Advisors
Texas
$363K – – –
YP
1306
Yellowstone Partners
Idaho
$361K +$76.9K +1,047 +27%
IAS
1307
IMA Advisory Services
Colorado
$357K – – –
KA
1308
Kovack Advisors
Florida
$357K +$37.4K +509 +12%
KCPG
1309
Kavar Capital Partners Group
Kansas
$355K – – –
NI
1310
Numeric Investors
Massachusetts
$353K -$1.51M -20,600 -81%
WCF
1311
West Coast Financial
California
$352K +$352K +4,792 New
Carson Wealth (CWM LLC)
1312
Carson Wealth (CWM LLC)
Nebraska
$350K +$368 +5 +0.1%
WG
1313
Winton Group
United Kingdom
$349K +$349K +4,746 New
BSB
1314
Bangor Savings Bank
Maine
$348K – – –
BC
1315
Banced Corp
Illinois
$348K +$101K +1,710 +41%
CAM
1316
Chesapeake Asset Management
New York
$347K – – –
BIM
1317
Bridgecreek Investment Management
Oklahoma
$346K – – –
NA
1318
Nottingham Advisors
New York
$344K -$14.7K -200 -4%
DAC
1319
Dividend Assets Capital
South Carolina
$341K – – –
WIP
1320
Wellesley Investment Partners
Massachusetts
$339K -$118K -1,600 -26%
BCM
1321
Becker Capital Management
Oregon
$339K +$32.7K +445 +11%
MC
1322
Mathes Company
New York
$338K -$3.01K -41 -0.9%
EDRIA
1323
Edmonds Duncan Registered Investment Advisors
Kansas
$337K -$5.86K -100 -2%
SS
1324
Sunbelt Securities
Texas
$336K +$147 +2 +0%
FPFS
1325
First Personal Financial Services
North Carolina
$335K +$155K +2,099 +86%
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