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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,463 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 943 increasing their positions, 1,057 reducing their positions, and 163 closing their positions.

Holders
2,463
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.85%
Holding in Top 10
44
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-35.29%
% of All Funds
0.69%
New
125
Increased
943
Reduced
1,057
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$4.43B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.61B
3
Wells Fargo
3
Wells Fargo
California
$598M
4
Barclays
4
Barclays
United Kingdom
$394M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.86B
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$223M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$185M
4
BlackRock
4
BlackRock
New York
$11B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.99B
Name Market Value Shares Shares
Change 		Shares
Change %
LNWTC
2551
Laird Norton Wetherby Trust Company
Washington
– – -3,501 Closed
BBL
2552
Beck Bode LLC
Massachusetts
– – -3,492 Closed
BWP
2553
Balboa Wealth Partners
Arizona
– – -3,444 Closed
FC
2554
Financial Consulate
Maryland
– – -3,370 Closed
MAWA
2555
Moss Adams Wealth Advisors
Washington
– – -3,365 Closed
SIM
2556
SSI Investment Management
California
– – -3,211 Closed
CHP
2557
Cable Hill Partners
Oregon
– – -3,178 Closed
MSCM
2558
McElhenny Sheffield Capital Management
Texas
– – -3,166 Closed
MCWS
2559
McKinley Carter Wealth Services
West Virginia
– – -3,123 Closed
FHC
2560
First Heartland Consultants
Missouri
– – -3,119 Closed
SPP
2561
Single Point Partners
Massachusetts
– – -3,105 Closed
TA
2562
TrueWealth Advisors
Alabama
– – -3,097 Closed
SPC
2563
Stewart & Patten Company
California
– – -3,091 Closed
DA
2564
DCM Advisors
New York
– – -3,086 Closed
BFG
2565
Bouchey Financial Group
New York
– – -3,086 Closed
SL
2566
Salomon & Ludwin
Virginia
– – -3,083 Closed
AWG
2567
Altus Wealth Group
Colorado
– – -3,076 Closed
GAB
2568
German American Bancorp
Indiana
– – -3,062 Closed
GFWA
2569
Grey Fox Wealth Advisors
Delaware
– – -3,060 Closed
TCBWMS
2570
Texas Capital Bank Wealth Management Services
Texas
– – -3,059 Closed
TWP
2571
Total Wealth Planning
Ohio
– – -3,054 Closed
CPRC
2572
Consolidated Portfolio Review Corp
New York
– – -3,053 Closed
ACP
2573
Aveo Capital Partners
Colorado
– – -3,052 Closed
FCMC
2574
Founders Capital Management (Connecticut)
Connecticut
– – -3,040 Closed
SFS
2575
Strategic Financial Services
New York
– – -3,030 Closed
101 102
103
104 105