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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 %
CWM
1151
Campbell Wealth Management
Virginia
$1.49M -$8.53K -123 -0.6%
TNA
1152
True North Advisors
Texas
$1.49M – – –
KIC
1153
Keating Investment Counselors
Florida
$1.49M +$6.93K +100 +0.5%
NDSI
1154
Newman Dignan & Sheerar Inc
Rhode Island
$1.48M +$7.14K +103 +0.5%
CCB
1155
Cutter & Co Brokerage
Missouri
$1.48M -$3.05K -44 -0.2%
ADL
1156
Asset Dedication LLC
California
$1.48M +$102K +1,469 +7%
ANTB
1157
AMG National Trust Bank
Colorado
$1.48M +$137K +1,981 +10%
BTI
1158
Blue Trust Inc
Georgia
$1.48M -$17.8K -247 -1%
LIM
1159
Longfellow Investment Management
Massachusetts
$1.48M +$743K +10,717 +101%
BWM
1160
BigSur Wealth Management
Florida
$1.48M – – –
RPSA
1161
Richard P. Slaughter Associates
Texas
$1.48M +$117K +1,695 +9%
RBFC
1162
Roman Butler Fullerton & Co
Missouri
$1.47M +$53.5K +762 +4%
MA
1163
Montag & Associates
Georgia
$1.47M – – –
ZIC
1164
ZWJ Investment Counsel
Georgia
$1.47M -$19.7K -284 -1%
DWP
1165
Daymark Wealth Partners
Ohio
$1.47M +$18.2K +262 +1%
CGL
1166
Clarius Group LLC
Washington
$1.47M -$65.9K -968 -4%
EIA
1167
Edgemoor Investment Advisors
Maryland
$1.47M – – –
CFMC
1168
Curbstone Financial Management Corp
New Hampshire
$1.46M +$3.47K +50 +0.2%
HIA
1169
Harvest Investment Advisors
Florida
$1.46M +$4.16K +60 +0.3%
JIC
1170
Joel Isaacson & Co
New York
$1.46M -$9.08K -131 -0.6%
HCM
1171
Hengehold Capital Management
Ohio
$1.46M -$2.29K -33 -0.2%
CWM
1172
Chesapeake Wealth Management
Virginia
$1.46M +$72.4K +1,044 +5%
QPWM
1173
Quadrant Private Wealth Management
Pennsylvania
$1.46M -$34.2K -494 -2%
DAC
1174
Dividend Assets Capital
South Carolina
$1.46M – – –
CNC
1175
Citizens & Northern Corp
Pennsylvania
$1.46M +$14.3K +206 +1%
45 46
47
48 49