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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 %
LCM
1351
Leisure Capital Management
California
$310K – – –
WI
1352
Wedgewood Investors
Pennsylvania
$307K +$7.37K +100 +2%
WOC
1353
West Oak Capital
California
$303K – – –
CAM
1354
Congress Asset Management
Massachusetts
$303K -$112K -1,525 -27%
MCM
1355
Millie Capital Management
California
$303K +$303K +4,120 New
SFS
1356
Summit Financial Strategies
Ohio
$301K – – –
TW
1357
Transform Wealth
Colorado
$301K +$301K +4,087 New
CCM
1358
Cribstone Capital Management
Maine
$300K +$4.93K +67 +2%
RWM
1359
Rench Wealth Management
Texas
$297K +$31.5K +428 +12%
FCMC
1360
Founders Capital Management (Connecticut)
Connecticut
$296K +$1.4K +19 +0.5%
SGK
1361
Steigerwald Gordon & Koch
Virginia
$296K +$296K +4,029 New
CHJWM
1362
Carlton Hofferkamp & Jenks Wealth Management
Texas
$294K -$1.75M -23,743 -86%
GBA
1363
Garrison Bradford & Associates
New York
$294K – – –
PBT
1364
Pictet Bank & Trust
Bahamas
$294K – – –
MCA
1365
Mercer Capital Advisers
New Jersey
$293K – – –
PLFAM
1366
Pineno Levin & Ford Asset Management
Virginia
$291K – – –
BONST
1367
Bank of Nova Scotia Trust
Ontario, Canada
$290K – – –
SJL
1368
Shayne & Jacobs LLC
Tennessee
$290K +$1.32K +18 +0.5%
HFBOT
1369
Home Federal Bank of Tennessee
Tennessee
$288K – – –
BL
1370
Balentine LLC
Georgia
$286K +$39.6K +539 +16%
BCA
1371
Bray Capital Advisors
Florida
$286K +$286K +3,894 New
MFIMFI
1372
Mesirow Financial Investment Management - Fixed Income
Illinois
$285K -$4.05K -55 -1%
BCM
1373
Bridgeway Capital Management
Texas
$285K – – –
CMANY
1374
Capital Management Associates (New York)
New York
$283K – – –
TCM
1375
TD Capital Management
Tennessee
$283K – – –
53 54
55
56 57