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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 %
GVAG
1301
Great Valley Advisor Group
Delaware
$1.08M -$34.4K -538 -3%
KC
1302
Knuff & Co
California
$1.07M -$64K -1,000 -6%
FCB
1303
First County Bank
Connecticut
$1.07M -$258K -4,033 -19%
RIA
1304
Realta Investment Advisors
Delaware
$1.07M -$42.3K -661 -4%
PEA
1305
Park Edge Advisors
Ohio
$1.07M -$38.2K -598 -3%
SSG
1306
Summit Securities Group
New York
$1.07M +$571K +8,925 +115%
SOAMC
1307
Spirit of America Management Corp
New York
$1.06M – – –
ICG
1308
InterOcean Capital Group
Tennessee
$1.06M -$98.5K -1,540 -8%
CGA
1309
Crescent Grove Advisors
Illinois
$1.06M +$158K +2,464 +17%
NW
1310
Naviter Wealth
Arkansas
$1.06M +$151K +2,356 +17%
FFBTD
1311
First Financial Bank - Trust Division
Ohio
$1.05M -$640 -10 -0.1%
CCMG
1312
Clark Capital Management Group
Pennsylvania
$1.05M -$258K -4,037 -20%
KCM
1313
KRS Capital Management
Michigan
$1.05M +$7.8K +122 +0.7%
PBC
1314
Pavion Blue Capital
California
$1.05M – – –
SFWA
1315
Summit Financial Wealth Advisors
Louisiana
$1.05M -$14.1K -220 -1%
CRC
1316
Curi RMB Capital
Illinois
$1.04M +$198K +3,100 +23%
SIM
1317
Stratos Investment Management
Ohio
$1.04M +$207K +3,236 +25%
AFG
1318
Alterity Financial Group
Maine
$1.04M -$5.44K -85 -0.5%
FIM
1319
Fruth Investment Management
Texas
$1.03M -$6.39K -100 -0.6%
CS
1320
Comerica Securities
Michigan
$1.03M -$124K -1,943 -11%
MAM
1321
Mystic Asset Management
Rhode Island
$1.03M -$22.4K -350 -2%
DF
1322
Donoghue Forlines
Massachusetts
$1.02M +$208K +3,256 +26%
PMG
1323
ProVise Management Group
Florida
$1.02M -$953K -14,902 -48%
FFG
1324
Fortem Financial Group
California
$1.02M +$89K +1,392 +10%
SCM
1325
Schnieders Capital Management
California
$1.02M +$3.9K +61 +0.4%
51 52
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