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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,518 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 663 increasing their positions, 547 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
40.57%
Holding in Top 10
49
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-55.45%
% of All Funds
1.31%
New
109
Increased
663
Reduced
547
Closed
147
Calls
$1.15B
Puts
$1.38B
Net Calls
-$227M
Net Calls Change
-$366M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$367M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$324M
3
Morgan Stanley
Morgan Stanley
New York
+$309M
4
Capital World Investors
Capital World Investors
California
+$267M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$240M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.46B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
3
Jennison Associates
Jennison Associates
New York
-$528M
4
Brown Advisory
Brown Advisory
Maryland
-$418M
5
Wells Fargo
Wells Fargo
California
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1326
SFMG Wealth Advisors
Texas
$266K – – –
HA
1327
Harfst & Associates
Wyoming
$265K -$1.71M -31,820 -87%
LRPA
1328
L. Roy Papp & Associates
Arizona
$264K +$91.6K +1,700 +53%
TPWA
1329
TRUE Private Wealth Advisors
Oregon
$263K -$6.21K -124 -2%
MHIC
1330
Marble Harbor Investment Counsel
Massachusetts
$262K +$21.6K +400 +9%
WFG
1331
Wills Financial Group
Virginia
$262K +$73.1K +1,358 +39%
IAS
1332
IMA Advisory Services
Colorado
$261K – – –
KCPG
1333
Kavar Capital Partners Group
Kansas
$260K – – –
WCF
1334
West Coast Financial
California
$259K +$754 +14 +0.3%
BSB
1335
Bangor Savings Bank
Maine
$258K +$2.8K +52 +1%
PCM
1336
Prelude Capital Management
New York
$257K -$122K -2,276 -32%
HBT
1337
Hills Bank & Trust
Iowa
$257K +$12.6K +234 +5%
WIP
1338
Wellesley Investment Partners
Massachusetts
$256K +$8.07K +150 +3%
CMANY
1339
Capital Management Associates (New York)
New York
$256K +$48.5K +900 +23%
CAM
1340
Chesapeake Asset Management
New York
$254K – – –
AAM
1341
Auxier Asset Management
Oregon
$253K -$16.2K -300 -6%
NA
1342
Nottingham Advisors
New York
$253K – – –
BIM
1343
Bridgecreek Investment Management
Oklahoma
$253K – – –
FPCP
1344
Fort Point Capital Partners
California
$253K +$253K +4,686 New
TDC
1345
Thompson Davis & Co
Virginia
$251K -$27K -500 -10%
BAM
1346
Bruderman Asset Management
New York
$249K +$19.6K +364 +9%
SS
1347
Sunbelt Securities
Texas
$247K +$162 +3 +0.1%
CFP
1348
Cornerstone Financial Partners
North Carolina
$244K +$79.9K +1,475 +49%
OCM
1349
One Capital Management
California
$243K – – –
KJHP
1350
K.J. Harrison & Partners
Ontario, Canada
$243K +$243K +4,500 New
52 53
54
55 56