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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 %
WPC
976
White Pine Capital
Minnesota
$1.92M -$21.4K -334 -1%
WI
977
Wahed Invest
New York
$1.91M +$171K +2,680 +10%
FG
978
Fiduciary Group
Georgia
$1.9M +$5.63K +88 +0.3%
SLT
979
St Louis Trust
Missouri
$1.9M – – –
TCMG
980
TSP Capital Management Group
New Jersey
$1.9M -$15.6K -244 -0.8%
XWM
981
Xcel Wealth Management
Florida
$1.9M -$32.8K -513 -2%
SGCA
982
Steel Grove Capital Advisors
Tennessee
$1.89M +$20.1K +314 +1%
RSVP
983
Ramsay Stattman Vela & Price
Colorado
$1.89M – – –
MSAM
984
Moloney Securities Asset Management
Missouri
$1.89M -$65.7K -1,027 -3%
OPW
985
Oxler Private Wealth
New York
$1.89M -$158K -2,468 -8%
PVM
986
Palogic Value Management
Texas
$1.88M +$3.9K +61 +0.2%
CFG
987
Citizens Financial Group
Rhode Island
$1.88M +$42.8K +670 +2%
EGM
988
Engineers Gate Manager
New York
$1.88M +$373K +5,828 +25%
TGAM
989
TBH Global Asset Management
Tennessee
$1.87M -$108K -1,687 -5%
DFA
990
Delta Financial Advisors
Louisiana
$1.87M +$252K +3,936 +16%
MIM
991
MTM Investment Management
South Carolina
$1.86M +$64 +1 +0%
CIA
992
Cladis Investment Advisory
Montana
$1.86M +$5.5K +86 +0.3%
PMIA
993
Patrick Mauro Investment Advisor
Illinois
$1.86M +$1.46M +22,888 +372%
AAM
994
Auxier Asset Management
Oregon
$1.85M -$4.73K -74 -0.3%
ATC
995
Adirondack Trust Company
New York
$1.84M -$93.8K -1,509 -5%
MAS
996
Meeder Advisory Services
Ohio
$1.83M -$165K -2,573 -8%
BFO
997
Boston Family Office
Massachusetts
$1.83M – – –
STC
998
Sarah T. Connolly
$1.83M -$278K -4,343 -13%
SCM
999
Stonebridge Capital Management
California
$1.83M -$44.8K -700 -2%
OAM
1000
Odey Asset Management
United Kingdom
$1.82M +$1.82M +28,480 New
38 39
40
41 42