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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 %
SWM
826
SeaCrest Wealth Management
New York
$2.73M +$14.7K +230 +0.5%
HP
827
Hosking Partners
United Kingdom
$2.72M +$186K +2,909 +7%
HKAM
828
Horizon Kinetics Asset Management
New York
$2.72M – – –
SFS
829
Sowell Financial Services
Arkansas
$2.69M +$1.1M +17,255 +69%
LA
830
Lifeworks Advisors
Michigan
$2.69M +$349K +5,463 +15%
BOC
831
Barbara Oil Co
Illinois
$2.69M – – –
PF
832
Phoenix Financial
Israel
$2.68M +$2.68M +42,000 New
HFM
833
Hartford Financial Management
Connecticut
$2.68M +$116K +1,808 +5%
GS
834
GTS Securities
New York
$2.68M +$2.68M +41,866 New
SFO
835
Stokes Family Office
Louisiana
$2.66M +$18.5K +290 +0.7%
AC
836
AlphaCore Capital
California
$2.66M +$1.79M +27,955 +206%
MCP
837
Mirador Capital Partners
California
$2.65M +$5.12K +80 +0.2%
1SB
838
1ST Source Bank
Indiana
$2.64M -$113K -1,773 -4%
CCB
839
Country Club Bank
Missouri
$2.64M -$51.8K -810 -2%
AAM
840
Aureus Asset Management
Massachusetts
$2.64M -$71.4K -1,117 -3%
BPC
841
Banque Pictet & Cie
Switzerland
$2.64M – – –
HBT
842
Hills Bank & Trust
Iowa
$2.63M -$3.2K -50 -0.1%
CCP
843
Clarkston Capital Partners
Michigan
$2.62M – – –
MFG
844
MidWestOne Financial Group
Iowa
$2.62M +$40.2K +629 +2%
PTC
845
Philadelphia Trust Company
Pennsylvania
$2.61M -$106K -1,651 -4%
AOWM
846
Alpha Omega Wealth Management
Virginia
$2.59M -$30.1K -471 -1%
ST
847
Spinnaker Trust
Maine
$2.59M +$506K +7,906 +24%
TCM
848
Teza Capital Management
Illinois
$2.59M +$2.59M +40,543 New
JF
849
Jump Financial
Illinois
$2.59M +$2.59M +40,506 New
CSPAM
850
Cary Street Partners Asset Management
Virginia
$2.59M -$6.46K -101 -0.2%
32 33
34
35 36