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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 %
EAMA
1476
EFG Asset Management (Americas)
Florida
– -$317K -5,365 Closed
AAM
1477
Augustine Asset Management
Florida
– -$305K -5,180 Closed
ST
1478
Sageworth Trust
Pennsylvania
– -$305K -5,169 Closed
MIAN
1479
Mariner Independent Advisor Network
Kansas
– -$299K -5,073 Closed
WCM
1480
Weik Capital Management
Pennsylvania
– -$294K -4,975 Closed
OPTFSNA
1481
Old Point Trust & Financial Services N A
Virginia
– -$287K -4,858 Closed
YMRC
1482
Yorktown Management & Research Company
Virginia
– -$266K -4,500 Closed
UOC
1483
University of Chicago
Illinois
– -$241K -4,500 Closed
TC
1484
Telemus Capital
Michigan
– -$246K -4,168 Closed
BCM
1485
Bares Capital Management
Texas
– -$226K -3,834 Closed
HF
1486
HRT Financial
New York
– -$222K -3,765 Closed
OCM
1487
Oakwood Capital Management
California
– -$219K -3,702 Closed
EAM
1488
Evanson Asset Management
California
– -$208K -3,523 Closed
PHIMC
1489
Private Harbour Investment Management & Counsel
Ohio
– -$205K -3,475 Closed
PH
1490
Pinnacle Holdings
Oklahoma
– -$93.2K -1,579 Closed
NCM
1491
Nelson Capital Management
California
– -$66K -1,117 Closed
RCG
1492
Ruggie Capital Group
Florida
– -$21K -355 Closed
ICOM
1493
Investment Counselors of Maryland
Maryland
– -$15K -250 Closed
GWS
1494
Glassman Wealth Services
Virginia
– -$12K -200 Closed
Victory Capital Management
1495
Victory Capital Management
Texas
– -$7K -120 Closed
LIM
1496
Lagoda Investment Management
New York
– -$6K -100 Closed
ECM
1497
Exchange Capital Management
Michigan
– -$3K -58 Closed
Winslow Capital Management
1498
Winslow Capital Management
Minnesota
– -$1K -13 Closed
BWFA
1499
Baltimore-Washington Financial Advisors
Maryland
– -$1K -12 Closed
56 57 58 59
60