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Bristol-Myers Squibb

1,601 hedge funds and large institutions have $69.4B invested in Bristol-Myers Squibb in 2016 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 563 increasing their positions, 634 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 203 | Existing positions closed: 102

20% more funds holding in top 10

Funds holding in top 10: 4959 (+10)

10% more capital invested

Capital invested by funds: $63.3B → $69.4B (+$6.1B)

5% more funds holding

Funds holding: 1,5221,601 (+79)

8% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.38B

0.16% more ownership

Funds ownership: 70.8%70.96% (+0.16%)

11% less repeat investments, than reductions

Existing positions increased: 563 | Existing positions reduced: 634

Holders
1,601
Holders Change
+79
Holders Change %
+5.19%
% of All Funds
40.02%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.48%
New
203
Increased
563
Reduced
634
Closed
102
Calls
$1.49B
Puts
$1.38B
Net Calls
+$115M
Net Calls Change
+$343M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1451
McRae Capital Management
New Jersey
$207K +$194K +3,540 New
BAM
1452
Bruderman Asset Management
New York
$206K -$60.1K -1,100 -24%
DAC
1453
Dividend Assets Capital
South Carolina
$206K -$10.9K -200 -5%
NSB
1454
Norway Savings Bank
Maine
$206K +$193K +3,522 New
NA
1455
NewEdge Advisors
Louisiana
$206K +$198K +3,628 New
EIP
1456
Epoch Investment Partners
New York
$205K +$191K +3,500 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1457
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$205K +$191K +3,500 New
GAG
1458
GM Advisory Group
New York
$205K +$192K +3,514 New
LA
1459
LVW Advisors
New York
$201K +$188K +3,444 New
BCM
1460
BTC Capital Management
Iowa
$201K +$189K +3,453 New
FCB
1461
First Command Bank
Texas
$197K +$185K +3,382 New
FCFS
1462
First Command Financial Services
Texas
$197K +$185K +3,382 New
EWM
1463
Edge Wealth Management
New York
$192K -$200K -3,663 -53%
LCM
1464
Liberty Capital Management
Michigan
$191K -$142K -2,600 -43%
CCM
1465
Cribstone Capital Management
Maine
$188K -$11.1K -203 -5%
FCT
1466
Family Capital Trust
Massachusetts
$175K
IIC
1467
Integrated Investment Consultants
Michigan
$175K
TCM
1468
TD Capital Management
Tennessee
$174K
AIM
1469
Acropolis Investment Management
Missouri
$165K +$328 +6 +0.2%
PMFA
1470
Plante Moran Financial Advisors
Michigan
$165K +$24.3K +445 +19%
SM
1471
Salzhauer Michael
$163K +$152K +2,786 New
BWP
1472
Baldwin Wealth Partners
Massachusetts
$162K -$63.1K -1,154 -29%
HI
1473
Hendershot Investments
Virginia
$162K
CBOA
1474
Commonwealth Bank of Australia
Australia
$161K -$22.4K -410 -13%
AIM
1475
Arcadia Investment Management
Michigan
$161K -$10.9K -200 -7%