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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 %
CWM
1351
Cranbrook Wealth Management
Michigan
$140K – – –
PCTC
1352
Perkins Coie Trust Company
Washington
$140K +$77.6K +1,204 +125%
SAM
1353
Solaris Asset Management
New York
$137K – – –
GI
1354
Gradient Investments
Minnesota
$126K +$1.55K +24 +1%
CYG
1355
Clean Yield Group
Vermont
$126K +$126K +1,948 New
GCM
1356
Grisanti Capital Management
New York
$125K – – –
HCP
1357
Holt Capital Partners
Texas
$116K – – –
MPWT
1358
MassMutual Private Wealth & Trust
Connecticut
$114K -$17.8K -276 -14%
ACS
1359
Archford Capital Strategies
Illinois
$112K +$21.9K +339 +24%
LWM
1360
LBA Wealth Management
Florida
$110K – – –
SFPIA
1361
Stevens First Principles Investment Advisors
California
$110K +$64.7K +1,000 +143%
UFA
1362
US Financial Advisors
Massachusetts
$110K +$90.6K +1,400 +467%
AWS
1363
Aris Wealth Services
Pennsylvania
$110K +$110K +1,699 New
Walleye Trading
1364
Walleye Trading
New York
$105K -$2.45M -37,825 -96%
FPFS
1365
First Personal Financial Services
North Carolina
$103K +$61.7K +950 +149%
PMFA
1366
Plante Moran Financial Advisors
Michigan
$101K -$134K -2,080 -57%
SCA
1367
Strategic Capital Alternatives
United States
$100K +$100K +1,546 New
NC
1368
NewSquare Capital
Pennsylvania
$99K – – –
LOCB
1369
Lombard Odier & Cie (Bahamas)
Bahamas
$97K -$77.6K -1,200 -44%
FNBSF
1370
First National Bank Sioux Falls
South Dakota
$89K – – –
PIA
1371
Piedmont Investment Advisors
North Carolina
$88.2K – – –
MUS
1372
Mitsubishi UFJ Securities
Japan
$87K +$87K +1,350 New
TCM
1373
Tradewinds Capital Management
Washington
$86K +$19.8K +309 +30%
AA
1374
AlphaMark Advisors
Kentucky
$81K – – –
LWA
1375
Lowe Wealth Advisors
Maryland
$79K -$64.5K -1,000 -45%
53 54
55
56 57