BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

1,520 hedge funds and large institutions have $78B invested in Bristol-Myers Squibb in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 585 increasing their positions, 604 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,520
Holders Change
-12
Holders Change %
-0.78%
% of All Funds
40.57%
Holding in Top 10
79
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-18.56%
% of All Funds
2.11%
New
93
Increased
585
Reduced
604
Closed
85
Calls
$680M
Puts
$512M
Net Calls
+$168M
Net Calls Change
+$412M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.05B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$533M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$318M
4
JHIU
Janus Henderson Investors US
Colorado
+$170M
5
SG Americas Securities
SG Americas Securities
New York
+$125M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$511M
2
Bank of America
Bank of America
North Carolina
-$277M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$182M
4
Deutsche Bank
Deutsche Bank
Germany
-$159M
5
SAC
Smith Affiliated Capital
New York
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
1401
Smith & Howard Wealth Management
Georgia
$204K +$204K +3,196 New
IAMOG
1402
Investors Asset Management of Georgia
Georgia
$202K – – –
CPO
1403
Cerity Partners OCIO
New York
$200K +$128 +2 +0.1%
MBT
1404
Monroe Bank & Trust
Michigan
$196K +$2.05K +32 +1%
HI
1405
Hendershot Investments
Virginia
$194K -$8.5K -133 -4%
FCT
1406
Family Capital Trust
Massachusetts
$192K – – –
ARMC
1407
American Research & Management Company
Massachusetts
$192K +$255 +4 +0.1%
AIM
1408
Arcadia Investment Management
Michigan
$188K – – –
GBT
1409
Grove Bank & Trust
Florida
$187K +$6.38K +100 +4%
PMFA
1410
Plante Moran Financial Advisors
Michigan
$184K +$6.26K +98 +4%
SM
1411
Salzhauer Michael
$178K – – –
TIM
1412
Tortoise Investment Management
New York
$171K +$6.4K +100 +4%
EDRS
1413
Edmond de Rothschild (Suisse)
Switzerland
$170K +$6.38K +100 +4%
JFA
1414
JNBA Financial Advisors
Minnesota
$163K +$7.62K +119 +5%
LD
1415
Lipe & Dalton
New York
$157K – – –
AWM
1416
AllSquare Wealth Management
New York
$157K – – –
ST
1417
Spot Trading
Illinois
$157K +$157K +2,459 New
FPFS
1418
First Personal Financial Services
North Carolina
$156K +$54.7K +856 +54%
MWM
1419
MinichMacGregor Wealth Management
New York
$154K -$2.98K -47 -2%
MIC
1420
MU Investments Company
Japan
$154K – – –
JGIA
1421
Jackson Grant Investment Advisers
Connecticut
$150K +$769 +12 +0.5%
TWMP
1422
Taylor Wealth Management Partners
Massachusetts
$150K +$38.3K +600 +34%
AIM
1423
Acropolis Investment Management
Missouri
$148K +$320 +5 +0.2%
LWM
1424
LBA Wealth Management
Florida
$147K – – –
GBBWRPM
1425
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$147K +$4.66K +73 +3%
55 56
57
58 59