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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 %
GFA
901
Gifford Fong Associates
California
$2.3M – – –
GIM
902
Guardian Investment Management
California
$2.29M -$597K -9,278 -21%
CWM
903
Concentric Wealth Management
California
$2.29M +$79.1K +1,237 +4%
CWM
904
C2C Wealth Management
Arizona
$2.28M +$17.9K +290 +0.8%
MME
905
Meag Munich Ergo
Germany
$2.28M +$1.35M +21,065 +145%
LS
906
Leelyn Smith
Illinois
$2.28M -$92.5K -1,447 -4%
SFA
907
Sequoia Financial Advisors
Ohio
$2.26M +$120K +1,870 +6%
HSA
908
HBK Sorce Advisory
Pennsylvania
$2.24M -$223K -3,482 -9%
P
909
Pitcairn
Pennsylvania
$2.24M -$982K -15,361 -30%
AFA
910
Abacus FCF Advisors
Florida
$2.24M +$325K +5,076 +17%
SAM
911
Smithbridge Asset Management
Pennsylvania
$2.24M -$25.6K -401 -1%
IHL
912
Investment House LLC
California
$2.23M -$1.6M -25,000 -42%
SLI
913
Sumitomo Life Insurance
Japan
$2.23M -$215K -3,363 -9%
CCMINC
914
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.21M +$2.21M +34,493 New
VFA
915
Valeo Financial Advisors
Indiana
$2.19M -$19.2K -464 -0.9%
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$2.18M -$48.5K -758 -2%
PIMJS
917
PKO Investment Management Joint-Stock
Poland
$2.17M +$703K +11,000 +48%
BBA
918
BLB&B Advisors
Pennsylvania
$2.17M -$72.7K -1,137 -3%
PT
919
Plimoth Trust
Massachusetts
$2.17M -$67.1K -1,050 -3%
RPWA
920
Regent Peak Wealth Advisors
Georgia
$2.16M -$52.8K -825 -2%
NAM
921
NTV Asset Management
West Virginia
$2.15M – – –
TC
922
Truvestments Capital
Florida
$2.15M +$81.8K +1,279 +4%
LAIC
923
Lederer & Associates Investment Counsel
California
$2.15M -$18.6K -291 -0.9%
LWA
924
Lineweaver Wealth Advisors
Ohio
$2.15M -$13.6K -213 -0.6%
TCOT
925
Trust Company of Toledo
Ohio
$2.14M -$45.8K -716 -2%
35 36
37
38 39