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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1376
Biegel & Waller
Maryland
$277K +$324K +5,920 New
CAM
1377
Chesapeake Asset Management
New York
$276K
AAM
1378
Auxier Asset Management
Oregon
$274K
NA
1379
Nottingham Advisors
New York
$274K
TDC
1380
Thompson Davis & Co
Virginia
$272K +$55 +1 +0%
RWA
1381
RGT Wealth Advisors
Texas
$272K +$255K +4,662 New
Jones Financial Companies
1382
Jones Financial Companies
Missouri
$270K -$55K -1,006 -18%
GWM
1383
GSB Wealth Management
Connecticut
$269K +$251K +4,600 New
SS
1384
Sunbelt Securities
Texas
$268K +$219 +4 +0.1%
GS
1385
Girard Securities
California
$267K -$39.1K -715 -14%
WIM
1386
Westside Investment Management
California
$265K +$255K +4,665 New
OCM
1387
One Capital Management
California
$264K
LC
1388
LCNB Corp
Ohio
$263K +$246K +4,508 New
IAMOG
1389
Investors Asset Management of Georgia
Georgia
$262K +$245K +4,478 New
RWM
1390
Ritholtz Wealth Management
New York
$261K +$244K +4,465 New
BMCM
1391
Bryn Mawr Capital Management
Pennsylvania
$259K +$242K +4,429 New
CGL
1392
Clarius Group LLC
Washington
$257K +$18.8K +344 +8%
WI
1393
Wedgewood Investors
Pennsylvania
$255K
FPCP
1394
Fort Point Capital Partners
California
$254K +$21.9K +400 +9%
FCE
1395
Fiera Capital (Europe)
Cayman Islands
$253K
WIC
1396
Wilkins Investment Counsel
Massachusetts
$252K -$2.73K -50 -1%
TPWA
1397
TRUE Private Wealth Advisors
Oregon
$251K -$8.75K -160 -3%
EGA
1398
Eagle Global Advisors
Texas
$251K
UAS
1399
United Asset Strategies
New York
$250K +$16.4K +300 +8%
SWA
1400
Sutton Wealth Advisors
Florida
$249K -$2.57K -47 -1%