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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 %
JA
1576
JOYN Advisors
Georgia
$203K -$22.1K -424 -10%
IA
1577
IFG Advisory
Georgia
$202K -$61.9K -1,196 -23%
CGL
1578
Clarius Group LLC
Washington
$201K +$9.27K +178 +5%
LFASL
1579
Lugano Financial Advisors SA (LFA)
Switzerland
$199K – – –
FNBOSM
1580
First National Bank of South Miami
Florida
$194K +$194K +3,940 New
TAIM
1581
TD Ameritrade Investment Management
Nebraska
$191K +$83.7K +1,609 +78%
LFG
1582
LifePlan Financial Group
Ohio
$184K – – –
HFM
1583
Harvest Fund Management
China
$183K – – –
SFSIG
1584
San Francisco Sentry Investment Group
California
$179K -$19.8K -382 -10%
EWM
1585
Executive Wealth Management
Michigan
$176K +$176K +3,380 New
LWM
1586
Liberty Wealth Management
California
$174K +$174K +3,355 New
FLI
1587
Family Legacy Inc
South Carolina
$168K – – –
TIM
1588
Tortoise Investment Management
New York
$167K +$24.7K +475 +17%
TVWM
1589
Tower View Wealth Management
Wisconsin
$164K -$6.91K -133 -4%
CAL
1590
Capital Analysts LLC
Pennsylvania
$162K – – –
SIAG
1591
Signet Investment Advisory Group
Rhode Island
$161K +$161K +3,100 New
APC
1592
Aspire Private Capital
North Carolina
$160K +$160K +3,079 New
MSFP
1593
Mark Sheptoff Financial Planning
Connecticut
$158K -$34.6K -667 -18%
HIIFS
1594
Harel Insurance Investments & Financial Services
Israel
$156K – – –
TCM
1595
TD Capital Management
Tennessee
$156K +$1.56K +30 +1%
KPCM
1596
Kings Point Capital Management
New York
$154K – – –
SHJ
1597
Sharkey, Howes & Javer
Colorado
$151K – – –
PB
1598
Pinnacle Bancorp
Nebraska
$141K +$141K +2,717 New
SIAP
1599
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$139K +$882 +17 +0.6%
CA
1600
Crewe Advisors
Utah
$138K – – –
62 63
64
65 66