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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 %
FUBT
1151
First United Bank & Trust
Maryland
$1.4M -$15.3K -239 -1%
PGWM
1152
Parisi Gray Wealth Management
New Jersey
$1.4M +$22K +317 +2%
AIM
1153
Anchor Investment Management
South Carolina
$1.4M +$65.4K +1,022 +5%
AAIS
1154
ABN AMRO Investment Solutions
$1.4M -$2.29M -35,802 -62%
JIC
1155
Joel Isaacson & Co
New York
$1.39M +$44K +688 +3%
BIAS
1156
Beacon Investment Advisory Services
New Jersey
$1.39M -$296K -4,625 -18%
WAL
1157
W Advisors LLC
Tennessee
$1.39M +$6.59K +103 +0.5%
NB
1158
Nicolet Bankshares
Wisconsin
$1.39M +$212K +4,154 +18%
SIM
1159
Sterling Investment Management
Arizona
$1.38M -$20K -312 -1%
PJSIMP
1160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.38M -$51K -800 -4%
ESB
1161
Essex Savings Bank
Connecticut
$1.38M -$5.24K -82 -0.4%
NME
1162
Notis-McConarty Edward
$1.38M – – –
CCA
1163
Cobblestone Capital Advisors
New York
$1.38M -$377K -5,900 -22%
GIP
1164
Granite Investment Partners
California
$1.37M -$22.4K -350 -2%
NDSI
1165
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$192 +3 +0%
MA
1166
Montag & Associates
Georgia
$1.36M +$2.94K +46 +0.2%
CWM
1167
Chesapeake Wealth Management
Virginia
$1.36M +$11.3K +177 +0.8%
EIA
1168
Edgemoor Investment Advisors
Maryland
$1.35M – – –
CFMC
1169
Curbstone Financial Management Corp
New Hampshire
$1.35M – – –
CA
1170
Claro Advisors
Massachusetts
$1.35M +$88.4K +1,382 +7%
ACM
1171
Ategra Capital Management
Virginia
$1.35M +$114K +1,780 +9%
HIA
1172
Harvest Investment Advisors
Florida
$1.35M -$1.92K -30 -0.1%
QPWM
1173
Quadrant Private Wealth Management
Pennsylvania
$1.35M +$1.15K +18 +0.1%
RWM
1174
Ritholtz Wealth Management
New York
$1.35M -$197K -3,083 -13%
MSR
1175
Main Street Research
Connecticut
$1.34M – – –
45 46
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