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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
$8.98B
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.1B
3
Citadel Advisors
Citadel Advisors
Florida
$267M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$455M
5
AIM
abrdn Investment Management
United Kingdom
$140M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.25B
2
IC
Institutional Capital
Illinois
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$124M
4
Morgan Stanley
Morgan Stanley
New York
$904M
5
State Street
State Street
Massachusetts
$4.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
1376
Balentine LLC
Georgia
$79K +$79K +1,223 New
PI
1377
PineBridge Investments
New York
$77K -$637K -9,883 -89%
BAM
1378
Brave Asset Management
New Jersey
$77K – – –
OFS
1379
Orrstown Financial Services
Pennsylvania
$77K – – –
CWM
1380
Catamount Wealth Management
Connecticut
$76K – – –
ED
1381
Exane Derivatives
France
$70.3K -$104K -1,606 -60%
SIG
1382
Stanford Investment Group
California
$68K -$14.7K -228 -18%
LOT
1383
Lombard Odier Transatlantic
Quebec, Canada
$65K – – –
LWA
1384
Lenox Wealth Advisors
New York
$65K – – –
HRIA
1385
Haberer Registered Investment Advisor
Ohio
$65K – – –
DIA
1386
Davidson Investment Advisors
Montana
$64K -$32K -500 -33%
AWM
1387
Avior Wealth Management
Nebraska
$64K +$14K +218 +28%
OC
1388
Oakworth Capital
Alabama
$60K – – –
JFA
1389
JNBA Financial Advisors
Minnesota
$59K -$10.9K -167 -16%
JAM
1390
Jolley Asset Management
North Carolina
$58K – – –
CFG
1391
CKW Financial Group
Hawaii
$57K – – –
EWM
1392
Edge Wealth Management
New York
$55K +$2.88K +44 +6%
SGC
1393
South Georgia Capital
Illinois
$52K – – –
WA
1394
Winfield Associates
Ohio
$52K +$19.9K +310 +62%
CFS
1395
Commonwealth Financial Services
West Virginia
$48K – – –
MFBTD
1396
MB Financial Bank - Trust Department
Illinois
$44K +$8.15K +125 +23%
MWP
1397
MYCIO Wealth Partners
Pennsylvania
$42K -$977 -15 -2%
AIM
1398
Acuity Investment Management
Ontario, Canada
$39K -$6.5K -100 -14%
JIR
1399
James Investment Research
Ohio
$39K – – –
FI
1400
FCM Investments
Texas
$39K – – –
54 55
56
57 58