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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 %
EWA
1026
Exencial Wealth Advisors
Oklahoma
$1.74M +$976K +15,267 +127%
PWA
1027
Providence Wealth Advisors
Illinois
$1.74M -$81.9K -1,266 -4%
DWM
1028
Dakota Wealth Management
Florida
$1.74M +$45.6K +713 +3%
EHWM
1029
Eads & Heald Wealth Management
Georgia
$1.74M -$119K -1,858 -6%
SLFPAM
1030
St. Louis Financial Planners Asset Management
Missouri
$1.74M +$359K +5,617 +26%
TC
1031
Telemus Capital
Michigan
$1.73M +$58.1K +909 +3%
MVA
1032
Mount Vernon Associates
Maryland
$1.73M +$17.6K +275 +1%
DWT
1033
Dorsey & Whitney Trust
South Dakota
$1.73M -$31.5K -492 -2%
MCM
1034
McMillion Capital Management
North Carolina
$1.73M -$17.3K -270 -1%
III
1035
Independent Investors Inc
New York
$1.73M – – –
MMG
1036
Monetary Management Group
Missouri
$1.71M -$133K -2,075 -7%
HIC
1037
Holderness Investments Company
North Carolina
$1.71M -$46.9K -734 -3%
YIA
1038
YHB Investment Advisors
Connecticut
$1.71M -$5.63K -88 -0.3%
WIC
1039
Woodmont Investment Counsel
Tennessee
$1.71M -$17.3K -270 -1%
WWA
1040
WCG Wealth Advisors
Nevada
$1.71M +$11.6K +182 +0.7%
EFI
1041
EHP Funds Inc
Canada
$1.7M -$1.45M -22,670 -46%
JWCA
1042
J.W. Cole Advisors
Florida
$1.7M -$136K -2,121 -7%
SCM
1043
Stevens Capital Management
Pennsylvania
$1.7M +$1.41M +22,025 +482%
QT
1044
Quantbot Technologies
New York
$1.7M +$782K +12,223 +85%
KWA
1045
KCS Wealth Advisory
California
$1.69M +$82.9K +1,296 +5%
BB
1046
Berkshire Bank
Massachusetts
$1.69M -$143K -2,239 -8%
BWM
1047
Buckley Wealth Management
Nevada
$1.69M +$118K +1,847 +8%
JIM
1048
Jensen Investment Management
Oregon
$1.69M – – –
MCM
1049
Manchester Capital Management
Vermont
$1.68M -$3.77K -59 -0.2%
IA
1050
IFP Advisors
Florida
$1.68M +$9.08K +142 +0.5%
40 41
42
43 44