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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 %
LYV
1651
Live Your Vision
Pennsylvania
$78K +$144 +3 +0.2%
KIG
1652
Kessler Investment Group
Indiana
$77K +$3.07K +59 +4%
CHP
1653
Cable Hill Partners
Oregon
$74K +$207 +4 +0.3%
BWM
1654
BerganKDV Wealth Management
Minnesota
$73K +$10.4K +200 +17%
AP
1655
Arlington Partners
Alabama
$73K +$20.9K +400 +40%
PFC
1656
Phocas Financial Corp
California
$73K +$73K +1,400 New
AC
1657
Avestar Capital
New York
$72K +$1.78K +36 +3%
WCM
1658
WealthBridge Capital Management
Ohio
$70K +$70K +1,349 New
ACA
1659
Atlas Capital Advisors
Wyoming
$69.2K – – –
CAC
1660
Certified Advisory Corp
Florida
$69K -$8.3K -161 -11%
WA
1661
WealthTrust-Arizona
Arizona
$68K – – –
FFW
1662
Fusion Family Wealth
New York
$66K – – –
GTAM
1663
Global Trust Asset Management
Florida
$65K – – –
PGWM
1664
Parisi Gray Wealth Management
New Jersey
$65K – – –
LFG
1665
Larson Financial Group
Missouri
$64K +$64K +1,232 New
BCA
1666
Berman Capital Advisors
Georgia
$63K +$63K +1,220 New
DWA
1667
Dougherty Wealth Advisers
Minnesota
$63K +$63K +1,255 New
FCMT
1668
Founders Capital Management (Texas)
Texas
$62K – – –
WPW
1669
Winthrop Partners - WNY
New York
$61.2K – – –
CFD
1670
Creative Financial Designs
Indiana
$60K +$1.2K +23 +2%
CT
1671
Clearstead Trust
Maine
$59K -$6.18K -118 -9%
WANY
1672
Wealthspire Advisors (New York)
New York
$55K +$55K +1,064 New
NSG
1673
Nalls Sherbakoff Group
Tennessee
$54K +$54K +1,042 New
CAGAS
1674
Capital Advisory Group Advisory Services
Minnesota
$53K – – –
AWM
1675
AllSquare Wealth Management
New York
$52K -$98.7K -1,907 -65%
65 66
67
68 69