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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 %
CCP
876
Clough Capital Partners
Massachusetts
$2.41M -$1.02M -16,000 -30%
CNBTD
877
Citizens National Bank Trust Department
Mississippi
$2.39M -$377K -5,895 -14%
PCA
878
Providence Capital Advisors
North Carolina
$2.38M +$40K +626 +2%
HP
879
Hikari Power
Japan
$2.38M – – –
AMBIA
880
Allen Mooney & Barnes Investment Advisors
Georgia
$2.38M +$16.1K +251 +0.7%
SMH
881
Sanders Morris Harris
Texas
$2.38M +$776K +12,107 +48%
TCA
882
Trifecta Capital Advisors
Illinois
$2.37M +$214K +3,350 +10%
BHWM
883
Bar Harbor Wealth Management
New Hampshire
$2.37M -$109K -1,697 -4%
SBIA
884
Sheaff Brock Investment Advisors
Indiana
$2.37M -$176K -2,756 -7%
AA
885
Ancora Advisors
Ohio
$2.37M +$25.3K +396 +1%
Koshinski Asset Management
886
Koshinski Asset Management
Illinois
$2.37M -$813K -12,707 -26%
EFM
887
Eley Financial Management
Vermont
$2.35M +$26.5K +415 +1%
TW
888
TrinityPoint Wealth
Connecticut
$2.35M +$1.8M +28,210 +331%
CIA
889
Choate Investment Advisors
Massachusetts
$2.35M +$261K +4,085 +13%
LWP
890
LMG Wealth Partners
Louisiana
$2.34M +$115K +1,799 +5%
WSC
891
Wellington Shields & Co
New York
$2.33M -$95.9K -1,500 -4%
CAM
892
Cacti Asset Management
Georgia
$2.33M – – –
HDIM
893
Hanson & Doremus Investment Management
Vermont
$2.33M +$85.8K +1,342 +4%
PPP
894
Private Portfolio Partners
New Jersey
$2.32M -$162K -2,537 -7%
MLM
895
Mount Lucas Management
Pennsylvania
$2.32M -$314K -4,903 -12%
SC
896
SouthState Corp
Florida
$2.31M -$155K -2,425 -6%
BFIM
897
Beese Fulmer Investment Management
Ohio
$2.31M -$228K -3,571 -9%
FWTB
898
First Western Trust Bank
Colorado
$2.31M -$182K -2,848 -7%
CA
899
Corrado Advisors
New Jersey
$2.3M -$11.8K -185 -0.5%
RWM
900
RKL Wealth Management
Pennsylvania
$2.3M +$8.89K +139 +0.4%
34 35
36
37 38