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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 %
GLI
1501
Guardian Life Insurance
New York
$240K +$208 +4 +0.1%
AWP
1502
Ascent Wealth Partners
New York
$239K -$521 -10 -0.2%
GWM
1503
GSB Wealth Management
Connecticut
$239K – – –
CCM
1504
Community Capital Management
Florida
$239K +$239K +4,596 New
FCA
1505
FinTrust Capital Advisors
South Carolina
$238K +$238K +4,583 New
FRM
1506
Fox Run Management
Connecticut
$235K -$281K -5,409 -54%
IAS
1507
IMA Advisory Services
Colorado
$235K – – –
SLF
1508
Sun Life Financial
Ontario, Canada
$235K +$1.82K +35 +0.8%
AIM
1509
Anchor Investment Management
South Carolina
$235K -$161K -3,103 -41%
DP
1510
Dearborn Partners
Illinois
$234K +$234K +4,495 New
PWP
1511
Personal Wealth Partners
Minnesota
$234K +$234K +4,497 New
B
1512
Bellecapital
Switzerland
$234K +$234K +4,511 New
GBBWRPM
1513
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$233K -$36K -692 -13%
BWP
1514
Bernardo Wealth Planning
Pennsylvania
$233K +$233K +4,489 New
CMBA
1515
C.M. Bidwell & Associates
Hawaii
$232K +$232K +4,470 New
NP
1516
NorthRock Partners
Minnesota
$232K +$232K +4,480 New
RB
1517
Rodgers Brothers
Pennsylvania
$230K -$25.4K -488 -10%
SICM
1518
Sustainable Insight Capital Management
New York
$230K – – –
KA
1519
Kaizen Advisory
Illinois
$230K +$34.4K +662 +18%
EWA
1520
EP Wealth Advisors
California
$230K +$37.1K +715 +19%
BCA
1521
Bay Colony Advisors
Massachusetts
$229K -$102K -1,963 -31%
BOS
1522
Bingham Osborn & Scarborough
California
$229K -$88.8K -1,711 -28%
CI
1523
CX Institutional
Indiana
$229K +$167K +3,200 +268%
SFPIA
1524
Stevens First Principles Investment Advisors
California
$228K -$4K -77 -2%
SFG
1525
SNS Financial Group
Minnesota
$228K – – –
59 60
61
62 63