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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 %
CFG
1251
Cooper Financial Group
California
$1.19M +$185K +2,893 +18%
WA
1252
Waddell & Associates
Tennessee
$1.19M -$1.02K -16 -0.1%
RSWM
1253
Robertson Stephens Wealth Management
California
$1.18M -$152K -2,379 -11%
RBFC
1254
Roman Butler Fullerton & Co
Missouri
$1.18M -$119K -1,915 -9%
GPA
1255
Garrison Point Advisors
California
$1.18M -$8.31K -130 -0.7%
BHIA
1256
Birch Hill Investment Advisors
Massachusetts
$1.18M – – –
AI
1257
AXS Investments
New York
$1.18M +$91.1K +1,425 +8%
FBT
1258
First Bankers Trust
Kentucky
$1.18M – – –
CPA
1259
Court Place Advisors
Maryland
$1.17M – – –
CD
1260
Chapin Davis
Maryland
$1.17M +$2.05K +32 +0.2%
HL
1261
HeadInvest LLC
Maine
$1.17M -$599K -9,787 -34%
FTDI
1262
First Trust Direct Indexing
Massachusetts
$1.17M +$205K +3,209 +21%
SL
1263
Sentry LLC
Tennessee
$1.17M – – –
WDA
1264
Wendell David Associates
New Hampshire
$1.17M – – –
IAIM
1265
International Assets Investment Management
Florida
$1.16M -$36.6K -882 -3%
ADL
1266
Asset Dedication LLC
California
$1.16M -$196K -3,075 -14%
ONST
1267
Old North State Trust
North Carolina
$1.16M -$10.2K -159 -0.9%
NW
1268
NewEdge Wealth
Pennsylvania
$1.16M -$365K -5,708 -24%
CT
1269
Coastline Trust
Rhode Island
$1.16M -$139K -2,178 -11%
AIC
1270
Archer Investment Corporation
Indiana
$1.16M -$51.5K -806 -4%
TWI
1271
Thomas White International
Illinois
$1.15M – – –
DI
1272
DFPG Investments
Utah
$1.15M -$614K -9,888 -35%
FCB
1273
First Command Bank
Texas
$1.15M -$34.9K -545 -3%
FCFS
1274
First Command Financial Services
Texas
$1.15M -$34.9K -545 -3%
MYLI
1275
Meiji Yasuda Life Insurance
Japan
$1.15M -$2.56K -40 -0.2%
49 50
51
52 53