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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,450 hedge funds and large institutions have $75.8B invested in Bristol-Myers Squibb in 2015 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 510 increasing their positions, 581 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+5
Holders Change %
+0.35%
% of All Funds
40.53%
Holding in Top 10
72
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10%
% of All Funds
2.01%
New
82
Increased
510
Reduced
581
Closed
64
Calls
$755M
Puts
$760M
Net Calls
-$5.59M
Net Calls Change
+$154M

Top Buyers

1
ACM
Americafirst Capital Management
California
+$585M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$546M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$499M
4
Bank of America
Bank of America
North Carolina
+$496M
5
JHIU
Janus Henderson Investors US
Colorado
+$255M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$727M
2
Capital World Investors
Capital World Investors
California
-$450M
3
Jennison Associates
Jennison Associates
New York
-$248M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$247M
5
CS
Credit Suisse
Switzerland
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1351
Perkins Coie Trust Company
Washington
$129K – – –
SAM
1352
Solaris Asset Management
New York
$128K +$2.6K +44 +2%
SSG
1353
Summit Securities Group
New York
$124K -$655K -11,100 -84%
GCM
1354
Grisanti Capital Management
New York
$115K – – –
WA
1355
WealthTrust-Arizona
Arizona
$115K +$17.7K +300 +18%
KA
1356
Klingman & Associates
New York
$114K -$19.3K -328 -15%
CCS
1357
Crosspoint Capital Strategies
California
$111K +$69.6K +1,178 +168%
MUS
1358
Mitsubishi UFJ Securities
Japan
$111K +$72.6K +1,230 +189%
HCP
1359
Holt Capital Partners
Texas
$107K – – –
UFA
1360
US Financial Advisors
Massachusetts
$106K +$178 +3 +0.2%
ACS
1361
Archford Capital Strategies
Illinois
$106K +$3.84K +65 +4%
MPWT
1362
MassMutual Private Wealth & Trust
Connecticut
$105K +$11.6K +226 +12%
TWMP
1363
Taylor Wealth Management Partners
Massachusetts
$104K -$5.94K -100 -5%
RAM
1364
Riggs Asset Management
Pennsylvania
$103K +$70.4K +1,186 +216%
NC
1365
NewSquare Capital
Pennsylvania
$102K – – –
CWM
1366
Catamount Wealth Management
Connecticut
$99K – – –
CWM
1367
Cranbrook Wealth Management
Michigan
$98K – – –
SHJ
1368
Sharkey, Howes & Javer
Colorado
$95K – – –
FPFS
1369
First Personal Financial Services
North Carolina
$94K – – –
LOCB
1370
Lombard Odier & Cie (Bahamas)
Bahamas
$89K – – –
LWA
1371
Lenox Wealth Advisors
New York
$89K +$89K +1,500 New
AWM
1372
Avior Wealth Management
Nebraska
$83K +$24K +405 +41%
FNBSF
1373
First National Bank Sioux Falls
South Dakota
$82K – – –
BL
1374
Balentine LLC
Georgia
$81K +$11.5K +202 +17%
LWA
1375
Lowe Wealth Advisors
Maryland
$73K -$6.38K -107 -8%
53 54
55
56 57