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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 %
GC
1326
Garde Capital
Washington
$334K – – –
HBT
1327
Hills Bank & Trust
Iowa
$334K +$20.6K +280 +7%
DWM
1328
Destination Wealth Management
California
$334K +$334K +4,536 New
AUB
1329
Atlantic Union Bankshares
Virginia
$333K +$25.8K +350 +8%
OCM
1330
One Capital Management
California
$332K – – –
EGA
1331
Eagle Global Advisors
Texas
$331K – – –
ACI
1332
Alpha Cubed Investments
California
$330K -$104K -1,410 -24%
AIA
1333
Affinity Investment Advisors
California
$330K – – –
MHIC
1334
Marble Harbor Investment Counsel
Massachusetts
$328K -$4.78K -65 -1%
CBA
1335
Coastal Bridge Advisors
Connecticut
$328K -$3.67K -50 -1%
Squarepoint
1336
Squarepoint
New York
$327K -$183K -2,491 -36%
PRHC
1337
P.R. Herzig & Co
New York
$327K -$80.9K -1,099 -20%
WPW
1338
Waldron Private Wealth
Pennsylvania
$326K +$15.2K +207 +5%
SSA
1339
South Street Advisors
New York
$325K – – –
VNA
1340
Valley National Advisers
Pennsylvania
$324K +$294 +4 +0.1%
CG
1341
Cutler Group
California
$323K +$235K +3,200 +267%
FCE
1342
Fiera Capital (Europe)
Cayman Islands
$319K -$42K -572 -12%
PCMK
1343
Paragon Capital Management (Kansas)
Kansas
$319K -$11K -150 -3%
OC
1344
Oarsman Capital
Wisconsin
$318K +$1.84K +25 +0.6%
SFM
1345
Signet Financial Management
New Jersey
$317K -$156K -2,121 -33%
SAMC
1346
Shinko Asset Management Company
Japan
$314K -$6.84K -93 -2%
VWA
1347
V Wealth Advisors
Kansas
$314K -$4.12K -56 -1%
GWCM
1348
Godshalk Welsh Capital Management
Pennsylvania
$313K – – –
BAM
1349
Bruderman Asset Management
New York
$313K +$1.1K +15 +0.4%
UAS
1350
United Asset Strategies
New York
$312K -$82.5K -1,121 -21%
52 53
54
55 56