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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 %
SPC
651
Sigma Planning Corp
Michigan
$4.36M -$749K -11,710 -15%
RMC
652
Resources Management Corp
Connecticut
$4.36M +$3.98M +62,179 +1,043%
LA
653
LVW Advisors
New York
$4.35M -$224K -3,505 -5%
GT
654
Greenleaf Trust
Michigan
$4.35M -$285K -4,457 -6%
AIS
655
AM Investment Strategies
Tennessee
$4.34M -$10.2K -158 -0.2%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$4.34M -$110K -1,725 -2%
FWCM
657
Ferguson Wellman Capital Management
Oregon
$4.34M -$55.9K -874 -1%
SCA
658
Sage Capital Advisors
South Dakota
$4.3M +$536K +8,377 +14%
MPWT
659
MassMutual Private Wealth & Trust
Connecticut
$4.28M +$3.54M +55,300 +476%
PHS
660
Pekin Hardy Strauss
Illinois
$4.25M +$17.6K +275 +0.4%
NMIMC
661
Northwestern Mutual Investment Management Company
Wisconsin
$4.24M -$36.2K -566 -0.8%
PP
662
Pacifica Partners
Canada
$4.2M +$441K +6,816 +12%
BFG
663
Beacon Financial Group
Texas
$4.19M -$33.8K -528 -0.8%
ECM
664
EagleClaw Capital Management
Massachusetts
$4.17M +$4.8K +75 +0.1%
BFS
665
Bard Financial Services
Connecticut
$4.16M – – –
KTM
666
Keeler Thomas Management
Utah
$4.14M +$1.02M +15,894 +33%
CNBT
667
Canandaigua National Bank & Trust
New York
$4.13M -$41.5K -649 -1%
IPW
668
Inlet Private Wealth
Florida
$4.12M +$56K +875 +1%
OLA
669
Oliver Luxxe Assets
New Jersey
$4.12M +$21.7K +340 +0.5%
FCH
670
Freestone Capital Holdings
Washington
$4.11M +$19.6K +307 +0.5%
AIP
671
Ameritas Investment Partners
Nebraska
$4.11M -$301K -4,702 -7%
WAOTB
672
Wealth Advisors of Tampa Bay
Florida
$4.07M -$1.92K -30 -0%
MWM
673
Meridian Wealth Management
Kentucky
$4.07M +$4.54K +71 +0.1%
MAM
674
Meeder Asset Management
Ohio
$4.07M +$24.2K +378 +0.6%
ECM
675
Everence Capital Management
Indiana
$4.06M – – –
25 26
27
28 29