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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 %
SSA
1126
South Street Advisors
New York
$1.48M -$347K -5,420 -19%
PWP
1127
Perfromance Wealth Partners
Illinois
$1.47M +$337K +5,200 +30%
CCB
1128
Cutter & Co Brokerage
Missouri
$1.47M +$101K +1,580 +7%
FWM
1129
Forza Wealth Management
Florida
$1.46M +$22.1K +345 +2%
FFM
1130
Forum Financial Management
Illinois
$1.46M +$143K +2,234 +11%
OC
1131
Oarsman Capital
Wisconsin
$1.46M -$20K -313 -1%
AWA
1132
Arete Wealth Advisors
Illinois
$1.46M -$419K -6,555 -22%
DJSG
1133
D.J. St. Germain
Massachusetts
$1.46M +$1.46M +22,770 New
AA
1134
AlphaMark Advisors
Kentucky
$1.45M -$165K -2,587 -10%
AWA
1135
Arkadios Wealth Advisors
Georgia
$1.45M +$67.7K +1,058 +5%
9WM
1136
9258 Wealth Management
Ohio
$1.44M -$16.9K -265 -1%
LB
1137
Legacy Bridge
Iowa
$1.44M – – –
TT
1138
TI-Trust
Illinois
$1.44M – – –
ST
1139
Smithfield Trust
Pennsylvania
$1.44M -$13.2K -207 -0.9%
MWM
1140
Mission Wealth Management
California
$1.44M -$39.1K -611 -3%
CTA
1141
Chesley Taft & Associates
Illinois
$1.44M -$12.5K -195 -0.9%
BB
1142
Bell Bank
North Dakota
$1.43M +$181K +2,827 +14%
LIM
1143
Longfellow Investment Management
Massachusetts
$1.42M +$57.8K +904 +4%
KFC
1144
Klingenstein Fields & Co
New York
$1.42M – – –
CCG
1145
Chatham Capital Group
Georgia
$1.42M – – –
CHC
1146
City Holding Co
West Virginia
$1.42M -$23.3K -365 -2%
SWM
1147
Spire Wealth Management
Virginia
$1.41M -$208K -3,251 -13%
AWA
1148
Alta Wealth Advisors
Massachusetts
$1.41M -$10.6K -166 -0.7%
RPSA
1149
Richard P. Slaughter Associates
Texas
$1.41M +$48K +750 +4%
LCM
1150
Landscape Capital Management
New Jersey
$1.41M +$1.41M +22,007 New
44 45
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