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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 %
TIP
1326
Torray Investment Partners
Maryland
$208K +$208K +3,222 New
CPO
1327
Cerity Partners OCIO
New York
$208K +$208K +3,222 New
VFP
1328
Verus Financial Partners
Virginia
$208K +$208K +3,224 New
PFC
1329
Phocas Financial Corp
California
$206K +$206K +3,197 New
ZAM
1330
Zevin Asset Management
Massachusetts
$206K +$206K +3,200 New
PIM
1331
Parasol Investment Management
Illinois
$205K – – –
IAMOG
1332
Investors Asset Management of Georgia
Georgia
$205K +$205K +3,185 New
GI
1333
Glovista Investments
New Jersey
$202K +$202K +3,135 New
GWA
1334
Genesis Wealth Advisors
Massachusetts
$199K – – –
Manulife (Manufacturers Life Insurance)
1335
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K -$1.06K -16,494 -0.5%
FCT
1336
Family Capital Trust
Massachusetts
$194K – – –
SSG
1337
Summit Securities Group
New York
$181K -$2.64M -40,800 -94%
SM
1338
Salzhauer Michael
$180K – – –
CD
1339
Carl Domino
Florida
$174K -$255K -3,940 -59%
CLM
1340
ClearBridge LLC (Maryland)
Maryland
$174K – – –
PSC
1341
Prentiss Smith & Co
Vermont
$170K -$64.5K -1,000 -28%
RIA
1342
Regal Investment Advisors
Michigan
$170K +$38.7K +600 +29%
TIM
1343
Tortoise Investment Management
New York
$166K – – –
AWM
1344
AllSquare Wealth Management
New York
$158K +$7.44K +115 +5%
BCM
1345
Blume Capital Management
California
$149K -$103K -1,600 -41%
LFR
1346
Lehman Financial Resources
Pennsylvania
$149K – – –
SAC
1347
Smith Affiliated Capital
New York
$149K -$107K – –
AIM
1348
Acropolis Investment Management
Missouri
$148K +$18.1K +282 +14%
KA
1349
Klingman & Associates
New York
$146K – – –
WA
1350
WealthTrust-Arizona
Arizona
$145K +$12.9K +200 +10%
52 53
54
55 56