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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
+$262M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
3
Citadel Advisors
Citadel Advisors
Florida
+$209M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$147M
5
AIM
abrdn Investment Management
United Kingdom
+$136M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$406M
2
IC
Institutional Capital
Illinois
-$358M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$282M
4
Morgan Stanley
Morgan Stanley
New York
-$229M
5
State Street
State Street
Massachusetts
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1401
Alexandria Capital
Virginia
$36K -$11.3K -177 -24%
HF
1402
Hoxton Financial
West Virginia
$35K – – –
TFO
1403
Tarbox Family Office
California
$34K – – –
MCM
1404
MV Capital Management
Maryland
$33K -$2.74K -42 -8%
DOA
1405
D'Orazio & Associates
Virginia
$32K – – –
NYLT
1406
New York Life Trust
New York
$31K +$6.71K +105 +28%
FA
1407
Financial Advantage
Maryland
$29K – – –
PI
1408
Panthera Investment
Germany
$28K -$45K -704 -62%
RAM
1409
Riggs Asset Management
Pennsylvania
$26K – – –
TWMP
1410
Taylor Wealth Management Partners
Massachusetts
$26K +$26K +400 New
BBPWM
1411
Blue Bell Private Wealth Management
Pennsylvania
$25K -$21.2K -332 -46%
GXMC
1412
Global X Management Company
New York
$23K -$2.97K -46 -11%
RA
1413
Rational Advisors
New York
$22K -$14.5K -228 -40%
CFN
1414
Cordasco Financial Network
Florida
$22K – – –
CG
1415
Colony Group
Massachusetts
$20K – – –
FNYS
1416
First New York Securities
New York
$19.4K +$19.4K +300 New
SIA
1417
SeaBridge Investment Advisors
New Jersey
$19K – – –
SA
1418
SRH Advisors
Kansas
$19K – – –
1832 Asset Management
1419
1832 Asset Management
Ontario, Canada
$16K -$20.8M -325,750 -100%
SCP
1420
Syntal Capital Partners
Texas
$16K +$16K +260 New
IMS
1421
Index Management Solutions
Pennsylvania
$15K -$35.1K -548 -70%
PR
1422
Payden & Rygel
California
$15K – – –
AIM
1423
Advantage Investment Management
Iowa
$14K -$1.65K -25 -11%
HCM
1424
Horrell Capital Management
Arkansas
$13K – – –
AFIA
1425
America First Investment Advisors
Nebraska
$13K – – –
55 56
57
58 59