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Bristol-Myers Squibb
BMY

Overview Fund Activity

1,518 hedge funds and large institutions have $63.3B invested in Bristol-Myers Squibb in 2016 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 663 increasing their positions, 547 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,518
Holders Change
-55
Holders Change %
-3.5%
% of All Funds
40.57%
Holding in Top 10
49
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-55.45%
% of All Funds
1.31%
New
109
Increased
663
Reduced
547
Closed
147
Calls
$1.15B
Puts
$1.38B
Net Calls
-$227M
Net Calls Change
-$366M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$7.36B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$393M
3
Morgan Stanley
Morgan Stanley
New York
$1.11B
4
Capital World Investors
Capital World Investors
California
$1.95B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$240M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.43B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.52B
3
Jennison Associates
Jennison Associates
New York
$985M
4
Brown Advisory
Brown Advisory
Maryland
$18.4M
5
Wells Fargo
Wells Fargo
California
$426M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWM
1601
Highland Private Wealth Management
Washington
– -$274K -3,720 Closed
SEIA
1602
Signature Estate & Investment Advisors
California
– -$273K -3,711 Closed
DP
1603
Dearborn Partners
Illinois
– -$271K -3,680 Closed
MCM
1604
McRae Capital Management
New Jersey
– -$268K -3,650 Closed
BIAS
1605
Beacon Investment Advisory Services
New Jersey
– -$268K -3,646 Closed
BCM
1606
BTC Capital Management
Iowa
– -$269K -3,646 Closed
LW
1607
Linscomb Wealth
Texas
– -$267K -3,636 Closed
MGAM
1608
McGowan Group Asset Management
Texas
– -$266K -3,622 Closed
LKIM
1609
Lawson Kroeker Investment Management
Nebraska
– -$265K -3,600 Closed
IIA
1610
IPG Investment Advisors
California
– -$264K -3,595 Closed
NBG
1611
Nancy B. Gardiner
– -$264K -3,590 Closed
MKC
1612
M. Kraus & Co
Vermont
– -$263K -3,570 Closed
EIP
1613
Epoch Investment Partners
New York
– -$257K -3,500 Closed
HHGA
1614
Halbert Hargrove Global Advisors
California
– -$256K -3,477 Closed
SIMM
1615
Stillwater Investment Management (Minnesota)
Minnesota
– -$255K -3,467 Closed
B
1616
BancorpSouth
Mississippi
– -$253K -3,442 Closed
FHC
1617
First Houston Capital
Texas
– -$250K -3,400 Closed
EM
1618
Emancipation Management
New York
– -$249K -3,396 Closed
ERIM
1619
Eagle Ridge Investment Management
Connecticut
– -$248K -3,375 Closed
MC
1620
Middleton & Co
Massachusetts
– -$244K -3,316 Closed
SBWIC
1621
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$243K -3,300 Closed
PAS
1622
Park Avenue Securities
New York
– -$243K -3,298 Closed
HWA
1623
Heritage Wealth Advisors
Virginia
– -$241K -3,284 Closed
IAMOG
1624
Investors Asset Management of Georgia
Georgia
– -$241K -3,283 Closed
EWA
1625
EP Wealth Advisors
California
– -$241K -3,272 Closed
63 64
65
66 67