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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$603M
2
Boston Partners
Boston Partners
Massachusetts
+$297M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$268M
4
BlackRock
BlackRock
New York
+$198M
5
Ameriprise
Ameriprise
Minnesota
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
2
EWA
EP Wealth Advisors
California
-$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
976
Fiduciary Group
Georgia
$2.06M -$12.3K -177 -0.6%
GLLW
977
Graves Light Lenhart Wealth
Virginia
$2.05M -$22.2K -320 -1%
RSVP
978
Ramsay Stattman Vela & Price
Colorado
$2.05M – – –
WMSA
979
Weiss Multi-Strategy Advisers
New York
$2.04M +$2.04M +29,484 New
PVM
980
Palogic Value Management
Texas
$2.04M +$35.7K +515 +2%
AWA
981
Arete Wealth Advisors
Illinois
$2.03M +$124K +1,791 +6%
SCM
982
Stonebridge Capital Management
California
$2.03M -$17.3K -250 -0.8%
AC
983
AXQ Capital
New Jersey
$2.03M +$769K +11,098 +61%
SGCA
984
Steel Grove Capital Advisors
Tennessee
$2.03M +$75.2K +1,085 +4%
HIA
985
Harbor Investment Advisory
Maryland
$2.03M +$17.1K +247 +0.9%
DWMS
986
Dominguez Wealth Management Solutions
Virginia
$2.03M +$104K +1,495 +5%
Luther King Capital Management (LKCM)
987
Luther King Capital Management (LKCM)
Texas
$2.02M -$307K -4,423 -13%
MIM
988
MTM Investment Management
South Carolina
$2.02M – – –
TTWM
989
TCV Trust & Wealth Management
Virginia
$2.02M -$36.7K -530 -2%
CCT
990
Capital City Trust
Florida
$2.01M +$116K +1,677 +6%
CIA
991
Cladis Investment Advisory
Montana
$2.01M -$23.1K -333 -1%
EHWM
992
Eads & Heald Wealth Management
Georgia
$2.01M -$18K -259 -0.9%
AAM
993
Auxier Asset Management
Oregon
$2.01M -$20.8K -300 -1%
HL
994
HeadInvest LLC
Maine
$2.01M -$120K -1,725 -6%
SAM
995
Seelaus Asset Management
New Jersey
$2M -$223K -3,175 -10%
LFG
996
Larson Financial Group
Missouri
$2M +$21.1K +305 +1%
MMG
997
Monetary Management Group
Missouri
$2M +$208K +3,000 +12%
KF
998
Krilogy Financial
Missouri
$2M -$1.75M -25,197 -47%
AWM
999
Axxcess Wealth Management
California
$1.99M -$21.3K -307 -1%
CFG
1000
Citizens Financial Group
Rhode Island
$1.99M -$3.47K -50 -0.2%
38 39
40
41 42