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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
+$504M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$428M
3
Wells Fargo
Wells Fargo
California
+$174M
4
Barclays
Barclays
United Kingdom
+$134M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$127M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$604M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$277M
4
BlackRock
BlackRock
New York
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMEF
526
Point72 Middle East FZE
United Arab Emirates
$6.55M +$6.55M +102,444 New
XF
527
XML Financial
Maryland
$6.53M +$153K +2,390 +2%
CI
528
CX Institutional
Indiana
$6.53M +$234K +3,656 +4%
SAM
529
Stansberry Asset Management
Texas
$6.53M -$4.41M -69,009 -40%
BBHC
530
Brown Brothers Harriman & Co
New York
$6.49M -$701K -10,966 -10%
ATC
531
Argent Trust Co
Tennessee
$6.45M +$110K +1,723 +2%
CSPIA
532
Cary Street Partners Investment Advisory
Virginia
$6.43M -$298K -4,666 -4%
FM
533
Freemont Management
Switzerland
$6.38M – – –
CCG
534
Cypress Capital Group
Florida
$6.36M -$627K -9,805 -9%
HFS
535
Hantz Financial Services
Michigan
$6.33M +$42.4K +663 +0.7%
M
536
MOTCO
Texas
$6.3M -$21.7K -339 -0.3%
BDWCC
537
B&D White Capital Company
Texas
$6.29M +$6.29M +98,375 New
SAM
538
Shell Asset Management
Netherlands
$6.28M -$2.51M -39,230 -29%
WTC
539
WhitTier Trust Company
Nevada
$6.27M +$72.3K +1,131 +1%
CIC
540
Carnegie Investment Counsel
Ohio
$6.26M -$1.4M -21,956 -18%
FHA
541
First Horizon Advisors
Tennessee
$6.25M -$35K -548 -0.6%
Bessemer Group
542
Bessemer Group
New Jersey
$6.16M +$905K +14,149 +17%
OSAM
543
O'Shaughnessy Asset Management
Connecticut
$6.16M -$1.17M -18,315 -16%
QCM
544
Quantinno Capital Management
New York
$6.07M +$362K +5,653 +6%
WSFS
545
Wilmington Savings Fund Society
Delaware
$6.07M -$114K -1,782 -2%
AAMA
546
Advanced Asset Management Advisors
Ohio
$6.06M – – –
OPCM
547
Osborne Partners Capital Management
California
$6.04M – – –
Wealth Enhancement Advisory Services
548
Wealth Enhancement Advisory Services
Minnesota
$6M -$137K -2,136 -2%
TFA
549
Toth Financial Advisory
Virginia
$5.97M -$205K -3,206 -3%
SSI
550
Scott & Selber Inc
Texas
$5.9M -$12.3K -192 -0.2%
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