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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 %
AIA
1176
Affinity Investment Advisors
California
$1.34M -$316K -4,934 -19%
LAM
1177
L2 Asset Management
Massachusetts
$1.34M -$2.35M -38,838 -64%
BLC
1178
Brown, Lisle/Cummings
Rhode Island
$1.34M -$244K -3,823 -15%
BC
1179
Bridgefront Capital
Texas
$1.34M +$1.34M +20,934 New
PAM
1180
Palisade Asset Management
Minnesota
$1.34M +$9.27K +145 +0.7%
CNC
1181
Citizens & Northern Corp
Pennsylvania
$1.34M -$6.08K -95 -0.5%
FRM
1182
Fox Run Management
Connecticut
$1.33M +$1.33M +20,816 New
WWM
1183
Western Wealth Management
Colorado
$1.33M -$71.8K -1,123 -5%
HCM
1184
Highlander Capital Management
New Jersey
$1.33M +$16K +250 +1%
GRP
1185
Global Retirement Partners
California
$1.33M +$101K +1,573 +8%
OIA
1186
Optimum Investment Advisors
Illinois
$1.32M +$83.3K +1,302 +7%
ZIC
1187
ZWJ Investment Counsel
Georgia
$1.32M -$35.2K -550 -3%
OWM
1188
Opes Wealth Management
California
$1.32M +$1.92K +30 +0.1%
NPT
1189
Nixon Peabody Trust
Massachusetts
$1.31M -$665K -10,392 -34%
CFA
1190
Camarda Financial Advisors
Florida
$1.31M +$51.4K +803 +4%
BL
1191
Balentine LLC
Georgia
$1.31M -$81.4K -1,273 -6%
CCP
1192
Carmel Capital Partners
California
$1.31M +$1.34K +21 +0.1%
CCG
1193
Coastwise Capital Group
California
$1.31M +$121K +1,895 +10%
AB
1194
Atlas Brown
Kentucky
$1.3M +$4.8K +75 +0.4%
JIP
1195
Jaffetilchin Investment Partners
Florida
$1.3M +$24.6K +384 +2%
CWP
1196
Concord Wealth Partners
Virginia
$1.3M +$460K +7,197 +55%
FFS
1197
Founders Financial Securities
Maryland
$1.29M +$27.9K +436 +2%
QI
1198
Qtron Investments
Massachusetts
$1.29M -$329K -5,149 -20%
BMC
1199
Beaton Management Company
Massachusetts
$1.29M +$32K +500 +3%
BTWM
1200
Baker Tilly Wealth Management
Wisconsin
$1.29M +$69.2K +1,082 +6%
46 47
48
49 50