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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 %
LFAS
926
Level Four Advisory Services
Texas
$2.14M -$236K -3,694 -10%
KS
927
Karpas Strategies
Connecticut
$2.12M +$640 +10 +0%
CC
928
Cypress Capital
Tennessee
$2.12M +$53.5K +837 +3%
DAS
929
Dynamic Advisor Solutions
Arizona
$2.11M -$35.7K -559 -2%
KFP
930
KMG Fiduciary Partners
Ohio
$2.1M +$4.67K +73 +0.2%
LJAC
931
L.J. Altfest & Co
New York
$2.1M +$154K +2,406 +8%
CNAM
932
Campbell Newman Asset Management
Wisconsin
$2.1M – – –
SWA
933
SFMG Wealth Advisors
Texas
$2.1M -$16.1K -252 -0.8%
PFSC
934
Peoples Financial Services Corp
Pennsylvania
$2.1M -$75.5K -1,180 -3%
MYAM
935
Meiji Yasuda Asset Management
Japan
$2.09M +$118K +1,851 +6%
LAM
936
Lakewood Asset Management
Illinois
$2.09M +$31.9K +499 +2%
HA
937
Herold Advisors
New York
$2.09M -$42K -656 -2%
NIG
938
NFJ Investment Group
Texas
$2.08M +$262K +4,099 +14%
RF
939
Robbins Farley
New Hampshire
$2.08M -$70.5K -1,102 -3%
CG
940
Caprock Group
Idaho
$2.08M +$139K +2,176 +7%
OCM
941
Orleans Capital Management
Louisiana
$2.07M -$31.3K -490 -1%
AF
942
Allworth Financial
California
$2.07M -$59K -923 -3%
First Manhattan
943
First Manhattan
New York
$2.06M -$87.9K -1,375 -4%
SMC
944
Smith, Moore & Co
Missouri
$2.06M +$65.6K +1,057 +3%
MC
945
Machina Capital
France
$2.06M +$1.96M +30,602 +1,976%
BCM
946
Brookstone Capital Management
Illinois
$2.05M -$53.4K -852 -3%
PWLP
947
Prio Wealth Limited Partnership
Massachusetts
$2.05M -$25.2K -394 -1%
EB
948
Exchange Bank
California
$2.05M +$2.05M +32,021 New
TSWM
949
Triangle Securities Wealth Management
North Carolina
$2.05M -$30.4K -476 -1%
ET
950
Equitable Trust
Tennessee
$2.05M – – –
36 37
38
39 40