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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 %
IIA
1401
IPG Investment Advisors
California
$264K – – –
NBG
1402
Nancy B. Gardiner
$264K +$14K +190 +6%
MKC
1403
M. Kraus & Co
Vermont
$263K – – –
WFG
1404
Wills Financial Group
Virginia
$258K +$735 +10 +0.3%
EIP
1405
Epoch Investment Partners
New York
$257K – – –
HHGA
1406
Halbert Hargrove Global Advisors
California
$256K +$16.1K +219 +7%
SIMM
1407
Stillwater Investment Management (Minnesota)
Minnesota
$255K +$1.18K +16 +0.5%
BCM
1408
BTR Capital Management
California
$254K -$5.52K -75 -2%
B
1409
BancorpSouth
Mississippi
$253K -$47.3K -643 -16%
FHC
1410
First Houston Capital
Texas
$250K +$250K +3,400 New
EM
1411
Emancipation Management
New York
$249K – – –
ERIM
1412
Eagle Ridge Investment Management
Connecticut
$248K – – –
PIM
1413
Parasol Investment Management
Illinois
$248K – – –
MC
1414
Middleton & Co
Massachusetts
$244K – – –
SBWIC
1415
Schaper Benz & Wise Investment Counsel
Wisconsin
$243K – – –
PAS
1416
Park Avenue Securities
New York
$243K +$243K +3,298 New
IAMOG
1417
Investors Asset Management of Georgia
Georgia
$241K +$9.18K +125 +4%
EWA
1418
EP Wealth Advisors
California
$241K +$241K +3,272 New
HWA
1419
Heritage Wealth Advisors
Virginia
$241K +$241K +3,284 New
ZAM
1420
Zevin Asset Management
Massachusetts
$239K – – –
NEPPG
1421
New England Professional Planning Group
Rhode Island
$238K – – –
BCCM
1422
Bridge Creek Capital Management
Massachusetts
$237K -$213K -2,900 -47%
LRPA
1423
L. Roy Papp & Associates
Arizona
$235K – – –
CBOA
1424
Commonwealth Bank of Australia
Australia
$234K -$5.38K -73 -2%
ACS
1425
Archford Capital Strategies
Illinois
$232K -$692K -9,405 -75%
55 56
57
58 59