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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
$8.98B
2
Vanguard Group
Vanguard Group
Pennsylvania
$6.1B
3
Citadel Advisors
Citadel Advisors
Florida
$267M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$455M
5
AIM
abrdn Investment Management
United Kingdom
$140M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.25B
2
IC
Institutional Capital
Illinois
$0
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$124M
4
Morgan Stanley
Morgan Stanley
New York
$904M
5
State Street
State Street
Massachusetts
$4.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFIA
1426
America First Investment Advisors
Nebraska
$13K – – –
ST
1427
Somerset Trust
Pennsylvania
$13K – – –
PFG
1428
Piershale Financial Group
Illinois
$13K +$64 +1 +0.5%
DW
1429
Domani Wealth
Pennsylvania
$12.6K +$12.6K +811 New
UB
1430
UMB Bank
Missouri
$12.5K +$2.66K +41,306 +27%
RPG
1431
Risk Paradigm Group
Texas
$12.3K +$12.3K +190 New
CHP
1432
Cable Hill Partners
Oregon
$12K -$2.35K -38 -16%
CPIG
1433
Chicago Partners Investment Group
Illinois
$10K -$8.29K -136 -45%
FMP
1434
Financial Management Professionals
Texas
$10K – – –
SAM
1435
Shamrock Asset Management
Texas
$9K – – –
IPC
1436
Independent Portfolio Consultants
Florida
$9K +$9K +146 New
AT
1437
Arden Trust
Delaware
$6.13K +$1.07K +16,564 +21%
KCM
1438
Karp Capital Management
California
$6K – – –
RBC
1439
Roble Belko & Company
Pennsylvania
$6K +$6K +100 New
MIM
1440
Macroview Investment Management
Maryland
$5K -$617 -10 -11%
TFA
1441
Transamerica Financial Advisors
Florida
$5K – – –
SJIM
1442
St. Johns Investment Management
Florida
$5K – – –
CMBA
1443
C.M. Bidwell & Associates
Hawaii
$3K -$325K -5,415 -99%
OSAM
1444
O'Shaughnessy Asset Management
Connecticut
$3K -$56.3K -939 -95%
FNBOO
1445
First National Bank of Omaha
Nebraska
$1.11K -$4 -56 -0.3%
WA
1446
WBH Advisory
Maryland
$1.01K -$14 -220 -1%
WG
1447
Welch Group
Alabama
$477 -$19 -300 -4%
VC
1448
Vicus Capital
Pennsylvania
$372 +$10 +153 +3%
SSA
1449
South Street Advisors
New York
$327 +$327 +5,070 New
IC
1450
Institutional Capital
Illinois
– -$358M -6,063,078 Closed
56 57
58
59 60