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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
1326
L. Roy Papp & Associates
Arizona
$327K +$38.3K +700 +14%
IWM
1327
IHT Wealth Management
Illinois
$327K +$301K +5,499 New
FMTCOCP
1328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$326K +$305K +5,582 New
SGK
1329
Steigerwald Gordon & Koch
Virginia
$326K +$11.1K +203 +4%
AWM
1330
AE Wealth Management
Kansas
$325K +$304K +5,553 New
NCM
1331
Noesis Capital Mangement
Florida
$324K
ECM
1332
Evergreen Capital Management
Washington
$323K
CAAS
1333
Capital Asset Advisory Services
Michigan
$322K +$8.2K +150 +3%
HA
1334
Harbor Advisors
Florida
$321K +$301K +5,500 New
WI
1335
Wintrust Investments
Illinois
$319K +$19.1K +350 +7%
CTA
1336
Colonial Trust Advisors
South Carolina
$318K -$2.73K -50 -0.9%
CMBA
1337
C.M. Bidwell & Associates
Hawaii
$316K +$296K +5,410 New
AW
1338
Alpha Windward
Massachusetts
$314K -$43.8K -802 -13%
WFMPM
1339
Woodley Farra Manion Portfolio Management
Indiana
$314K
TF
1340
Tompkins Financial
New York
$313K
CWM
1341
Cornerstone Wealth Management
Missouri
$311K +$20.9K +383 +8%
LSA
1342
L & S Advisors
California
$309K -$49.2K -900 -15%
MC
1343
Mathes Company
New York
$308K -$1.53K -28 -0.5%
BAM
1344
Berkshire Asset Management
Pennsylvania
$306K -$4.32K -79 -1%
PCMK
1345
Paragon Capital Management (Kansas)
Kansas
$306K +$44.3K +810 +18%
GXMC
1346
Global X Management Company
New York
$305K -$10.2K -186 -3%
Koshinski Asset Management
1347
Koshinski Asset Management
Illinois
$304K -$172K -3,148 -38%
AWP
1348
Ascent Wealth Partners
New York
$303K -$16.9K -310 -6%
GBT
1349
Grove Bank & Trust
Florida
$303K +$119K +2,180 +73%
HFA
1350
High Falls Advisors
New York
$303K +$283K +5,177 New