BMY icon

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 %
CFSG
1376
Community Financial Services Group
Vermont
$281K -$39.7K -539 -12%
MIC
1377
Meridian Investment Counsel
California
$281K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1378
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$279K -$22K -300 -7%
PSC
1379
Prentiss Smith & Co
Vermont
$279K – – –
GT
1380
Greenleaf Trust
Michigan
$278K +$9.35K +127 +3%
CS
1381
Cannell & Spears
New York
$277K – – –
IC
1382
InterOcean Capital
Illinois
$277K +$277K +3,763 New
WAM
1383
Weatherly Asset Management
California
$276K – – –
SL
1384
Summitry LLC
California
$274K -$29.4K -400 -10%
GWM
1385
Greenwich Wealth Management
Connecticut
$274K – – –
PCM
1386
Palisade Capital Management
New Jersey
$274K – – –
HPWM
1387
Highland Private Wealth Management
Washington
$274K +$12.2K +165 +5%
IP
1388
Isthmus Partners
Wisconsin
$273K -$14.7K -200 -5%
IWC
1389
Integrated Wealth Counsel
California
$273K – – –
SEIA
1390
Signature Estate & Investment Advisors
California
$273K +$273K +3,711 New
GAM
1391
Gemmer Asset Management
California
$272K -$7.13K -97 -3%
DP
1392
Dearborn Partners
Illinois
$271K -$6.63K -90 -2%
NG
1393
Northstar Group
New York
$271K – – –
BCM
1394
BTC Capital Management
Iowa
$269K +$20.9K +283 +8%
MCM
1395
McRae Capital Management
New Jersey
$268K – – –
BIAS
1396
Beacon Investment Advisory Services
New Jersey
$268K +$5.37K +73 +2%
LW
1397
Linscomb Wealth
Texas
$267K +$267K +3,636 New
GCA
1398
Guardian Capital Advisors
Ontario, Canada
$266K – – –
MGAM
1399
McGowan Group Asset Management
Texas
$266K – – –
LKIM
1400
Lawson Kroeker Investment Management
Nebraska
$265K -$7.36K -100 -3%
54 55
56
57 58