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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 %
AIA
1626
Alera Investment Advisors
Illinois
$110K +$110K +2,111 New
FCB
1627
First Command Bank
Texas
$109K – – –
FCFS
1628
First Command Financial Services
Texas
$109K – – –
CPA
1629
Cowen Prime Advisors
New York
$109K – – –
EMG
1630
ETF Managers Group
New Jersey
$108K +$17K +328 +19%
HWA
1631
Heritage Wealth Advisors
Virginia
$106K -$5.79K -112 -5%
SWP
1632
Strategic Wealth Partners
Ohio
$106K – – –
HCM
1633
Hilton Capital Management
New York
$94K +$23.3K +448 +33%
MWM
1634
Mascoma Wealth Management
New Hampshire
$92K – – –
APW
1635
Acima Private Wealth
Virginia
$92K +$92K +1,773 New
FGC
1636
Financial Gravity Companies
Texas
$90K +$90K +1,809 New
AI
1637
ArchPoint Investors
Florida
$89K – – –
TJHA
1638
Thomas J. Herzfeld Advisors
Florida
$88K – – –
IFAM
1639
Institutional & Family Asset Management
Colorado
$87K -$3.29K -63 -4%
CWM
1640
Cranbrook Wealth Management
Michigan
$86K – – –
BRC
1641
Bell Rock Capital
Delaware
$85K -$103K -2,000 -55%
CA
1642
Centerpoint Advisors
Massachusetts
$85K -$7.23K -139 -8%
BWL
1643
Bogart Wealth LLC
Virginia
$83K – – –
PCP
1644
Proficio Capital Partners
Massachusetts
$82K +$3.29K +63 +4%
PAMU
1645
Pictet Asset Management (UK)
United Kingdom
$81.8K +$24 +454 +0%
BWA
1646
BDO Wealth Advisors
Florida
$81K -$67K -1,282 -45%
CCMW
1647
Cypress Capital Management (Wyoming)
Wyoming
$81K -$18.2K -350 -18%
LPC
1648
Loeb Partners Corp
New York
$81K +$81K +1,560 New
SGS
1649
Sterling Global Strategies
California
$78.2K +$78.2K +1,735 New
HT
1650
Heritage Trust
Oklahoma
$78K -$10K -193 -11%
64 65
66
67 68