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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,763 hedge funds and large institutions have $62.7B invested in Bristol-Myers Squibb in 2018 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 555 increasing their positions, 747 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
+36
Holders Change %
+2.08%
% of All Funds
39.34%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.91%
New
208
Increased
555
Reduced
747
Closed
155
Calls
$1.13B
Puts
$1.14B
Net Calls
-$12.3M
Net Calls Change
-$94.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$500M
2
Millennium Management
Millennium Management
New York
+$254M
3
JIM
Jupiter Investment Management
United Kingdom
+$211M
4
CS
Credit Suisse
Switzerland
+$196M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$173M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$540M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$370M
3
Capital World Investors
Capital World Investors
California
-$358M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
1401
Comerica Securities
Michigan
$314K +$21.2K +409 +7%
WP
1402
WMS Partners
Maryland
$313K -$15.9K -306 -5%
BA
1403
BKS Advisors
Michigan
$311K -$116K -2,227 -27%
NCM
1404
Noesis Capital Mangement
Florida
$311K – – –
DWM
1405
Darwin Wealth Management
Florida
$309K -$39.8K -765 -11%
SNBOSCI
1406
Security National Bank of Sioux City Iowa
Iowa
$309K – – –
SSWM
1407
Smith Salley Wealth Management
North Carolina
$308K -$2.97K -57 -1%
SCM
1408
Stonebridge Capital Management
California
$306K – – –
FSC
1409
Full Sail Capital
Oklahoma
$304K +$304K +5,845 New
RP
1410
Riverbridge Partners
Minnesota
$303K – – –
PCA
1411
Peddock Capital Advisors
Massachusetts
$302K -$46.7K -899 -13%
KWM
1412
Kingsview Wealth Management
Oregon
$300K -$14.5K -279 -5%
TF
1413
Tompkins Financial
New York
$300K +$10.4K +200 +4%
IGGA
1414
Iron Gate Global Advisors
Utah
$299K – – –
PWP
1415
Principle Wealth Partners
Connecticut
$299K +$299K +5,747 New
CPSAC
1416
Chas P. Smith & Associates (CPS)
Florida
$298K -$5.2K -100 -2%
BCCM
1417
Bridge Creek Capital Management
Massachusetts
$298K -$3.9K -75 -1%
BW
1418
Biegel & Waller
Maryland
$298K – – –
HA
1419
Halsey Associates
Connecticut
$298K +$1.3K +25 +0.4%
SRIM
1420
Saratoga Research & Investment Management
California
$297K – – –
EWM
1421
Empirical Wealth Management
Washington
$296K -$36.1K -695 -11%
IAMOG
1422
Investors Asset Management of Georgia
Georgia
$295K -$56.5K -1,087 -16%
FAIM
1423
Financial Advocates Investment Management
Washington
$293K -$44.7K -860 -13%
WA1
1424
Wimmer Associates 1
California
$293K -$25.5K -490 -8%
NFG
1425
Nadler Financial Group
Illinois
$293K -$9.42K -181 -3%
55 56
57
58 59