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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,464 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, 1,058 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
-61
Holders Change %
-2.42%
% of All Funds
38.86%
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
1,058
Closed
163
Calls
$1.43B
Puts
$995M
Net Calls
+$431M
Net Calls Change
-$137M

Top Buyers

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.86B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$223M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
4
BlackRock
BlackRock
New York
$11B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
301
First National Trust
Pennsylvania
$20.3M +$344K +5,381 +2%
GC
302
Grimes & Company
Massachusetts
$20.3M +$479K +7,491 +2%
MLL
303
Moody Lynn & Lieberson
Massachusetts
$20.3M +$212K +3,315 +1%
WHG
304
Westwood Holdings Group
Texas
$20.2M -$5.11M -79,866 -20%
WB
305
WesBanco Bank
West Virginia
$20M -$271K -4,235 -1%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$19.9M -$1.14M -17,789 -5%
CC
307
Cannell & Co
New York
$19.9M -$169K -2,650 -0.8%
CAM
308
Close Asset Management
United Kingdom
$19.8M +$1.16M +18,080 +6%
KA
309
KLCM Advisors
Wisconsin
$19.8M +$167K +2,617 +0.9%
DADC
310
D.A. Davidson & Co
Montana
$19.8M +$273K +4,262 +1%
BMSSC
311
B. Metzler seel. Sohn & Co
Germany
$19.7M +$3.81M +59,567 +24%
RFC
312
Regions Financial Corp
Alabama
$19.6M -$4.06M -63,560 -17%
BPA
313
Beacon Pointe Advisors
California
$19.1M -$3.71M -57,969 -16%
SAI
314
Systematic Alpha Investments
New Jersey
$18.9M – – –
YCM
315
Yousif Capital Management
Michigan
$18.7M +$360K +5,627 +2%
APF
316
Alaska Permanent Fund
Alaska
$18.7M +$18.7M +292,288 New
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$18.6M -$2.55M -39,898 -12%
ACM
318
Argent Capital Management
Missouri
$18.6M -$432K -6,754 -2%
Impax Asset Management Group
319
Impax Asset Management Group
United Kingdom
$18.3M -$25.8M -402,674 -59%
PAG
320
Private Advisor Group
New Jersey
$18.1M -$581K -9,187 -3%
BPWM
321
Badgley Phelps Wealth Managers
Washington
$17.8M +$532K +8,318 +3%
ECM
322
Element Capital Management
New York
$17.7M +$944K +14,761 +6%
CIA
323
Capital Investment Advisors
Georgia
$17.5M +$300K +4,695 +2%
GAM
324
Guinness Asset Management
United Kingdom
$17.1M +$1.13M +17,741 +7%
KCM
325
Kornitzer Capital Management
Kansas
$16.9M +$512 +8 +0%
11 12
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