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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 %
NL
1051
NWAM LLC
Washington
$1.68M -$2.03M -31,718 -55%
FCCM
1052
First City Capital Management
Georgia
$1.68M -$65.4K -1,022 -4%
IB
1053
Intrust Bank
Kansas
$1.67M -$240K -3,752 -13%
GSB
1054
Greenfield Savings Bank
Massachusetts
$1.67M +$49.1K +767 +3%
CAAS
1055
Capital Asset Advisory Services
Michigan
$1.67M +$68.9K +1,113 +4%
SC
1056
Stolper & Co
Oklahoma
$1.67M +$10.2K +160 +0.6%
WA
1057
Wealth Alliance
New York
$1.66M +$223K +3,489 +15%
PWMAG
1058
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M +$184K +2,884 +12%
DLHL
1059
Donald L. Hagan LLC
Florida
$1.66M -$50.6K -791 -3%
FMWA
1060
Forvis Mazars Wealth Advisors
Missouri
$1.65M +$726K +11,348 +78%
LIM
1061
Leavell Investment Management
Alabama
$1.65M -$39.8K -623 -2%
AP
1062
Americana Partners
Texas
$1.64M -$39.1K -612 -2%
AWM
1063
Aries Wealth Management
Maine
$1.64M -$48.4K -757 -3%
KLCM
1064
KG&L Capital Management
Louisiana
$1.64M +$177K +2,764 +12%
VT
1065
Vise Technologies
New York
$1.64M -$95.2K -1,489 -5%
CI
1066
Cigna Investments
Connecticut
$1.63M -$22.7K -355 -1%
HCM
1067
Howland Capital Management
Massachusetts
$1.63M -$3.2K -50 -0.2%
CCM
1068
Chilton Capital Management
Texas
$1.63M – – –
TNB
1069
Thomasville National Bank
Georgia
$1.63M -$23.8K -372 -1%
A
1070
AustralianSuper
Australia
$1.63M -$818K -12,793 -33%
FAB
1071
First American Bank
Illinois
$1.62M -$722K -11,296 -31%
MG
1072
Mather Group
Illinois
$1.62M -$28.8K -450 -2%
MCM
1073
Monarch Capital Management
Indiana
$1.62M – – –
RMCM
1074
Reynders McVeigh Capital Management
Massachusetts
$1.62M +$38.4K +600 +2%
RG
1075
Rathbones Group
United Kingdom
$1.61M -$76.5K -1,196 -5%
41 42
43
44 45