BMY icon

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 %
LD
701
Lipe & Dalton
New York
$3.77M -$37.1K -580 -1%
ISB
702
Iowa State Bank
Iowa
$3.77M -$69.5K -1,087 -2%
IIM
703
Intact Investment Management
Quebec, Canada
$3.76M -$3.56M -55,700 -49%
DSC
704
Duncker Streett & Co
Missouri
$3.76M -$138K -2,165 -4%
BCM
705
Beddow Capital Management
Wyoming
$3.76M +$8K +125 +0.2%
BBWA
706
Bell & Brown Wealth Advisors
California
$3.75M +$40.7K +636 +1%
VIA
707
Vident Investment Advisory
Georgia
$3.73M -$5.17M -80,803 -58%
FP
708
Factorial Partners
New York
$3.72M +$409K +6,400 +12%
SCA
709
Snowden Capital Advisors
New York
$3.7M +$687K +10,742 +23%
CAM
710
Carret Asset Management
New York
$3.69M -$85.8K -1,342 -2%
PFO
711
Pathstone Family Office
New Jersey
$3.69M +$501K +7,405 +16%
TI
712
Tidal Investments
Wisconsin
$3.69M +$354K +5,532 +11%
ACA
713
Aptus Capital Advisors
Alabama
$3.67M -$209K -3,274 -5%
AWM
714
Avitas Wealth Management
California
$3.66M +$21.5K +336 +0.6%
SFI
715
Siemens Fonds Invest
Germany
$3.66M – – –
VMPIC
716
Varma Mutual Pension Insurance Co
Finland
$3.65M – – –
SC
717
Savant Capital
Illinois
$3.63M +$996K +15,571 +38%
KWM
718
Kingsview Wealth Management
Oregon
$3.62M +$86.4K +1,351 +2%
JWBC
719
J.W. Burns & Co
New York
$3.61M -$29.7K -464 -0.8%
HCM
720
Harvey Capital Management
Florida
$3.6M – – –
PCIA
721
Prime Capital Investment Advisors
Kansas
$3.6M +$501K +7,841 +16%
MNBTD
722
Moody National Bank Trust Division
Texas
$3.57M -$20.7K -324 -0.6%
PWM
723
Perigon Wealth Management
California
$3.57M +$1.88M +29,337 +111%
MCM
724
Mill Capital Management
North Carolina
$3.57M +$104K +1,620 +3%
CIC
725
Cornercap Investment Counsel
Georgia
$3.54M +$109K +1,709 +3%
27 28
29
30 31