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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 %
FA
1326
Fountainhead AM
New Jersey
$1.01M -$43.1K -674 -4%
VCAM
1327
Van Cleef Asset Management
Ohio
$1.01M -$114K -1,777 -10%
KF
1328
Krilogy Financial
Missouri
$1.01M -$832K -13,004 -45%
STA
1329
Summit Trail Advisors
New York
$1.01M +$324K +5,064 +47%
AI
1330
Accredited Investors
Minnesota
$1M +$4.03K +63 +0.4%
CPIG
1331
Chicago Partners Investment Group
Illinois
$1M +$322K +5,209 +47%
CIM
1332
CIM Investment Management
Pennsylvania
$1M +$1.98K +31 +0.2%
ECM
1333
Estabrook Capital Management
New York
$1M -$25.6K -400 -2%
PCM
1334
Perkins Capital Management
Minnesota
$1M – – –
SFG
1335
Sovereign Financial Group
Connecticut
$994K +$58.6K +916 +6%
Fayez Sarofim & Co
1336
Fayez Sarofim & Co
Texas
$993K +$81.4K +1,273 +9%
BFM
1337
Boston Financial Management
Massachusetts
$993K +$84.4K +1,319 +9%
CBOR
1338
Community Bank of Raymore
Missouri
$992K -$4.48K -70 -0.4%
BFWA
1339
Benchmark Financial Wealth Advisors
Florida
$988K +$34.7K +542 +4%
KA
1340
Kovack Advisors
Florida
$988K +$34.9K +546 +4%
3IP
1341
3Chopt Investment Partners
Virginia
$986K +$229K +3,584 +30%
LWM
1342
Laidlaw Wealth Management
New York
$985K -$6.72K -105 -0.7%
AW
1343
Alaethes Wealth
Nevada
$985K +$38.4K +600 +4%
RIA
1344
Richwood Investment Advisors
Ohio
$984K -$3.13K -49 -0.3%
NCM
1345
NCM Capital Management
New Jersey
$979K – – –
EWM
1346
Empirical Wealth Management
Washington
$977K +$27.4K +428 +3%
GLA
1347
Good Life Advisors
Pennsylvania
$972K +$8.44K +132 +0.9%
AIM
1348
Athena Investment Management
California
$967K -$106K -1,650 -10%
GWSG
1349
GPS Wealth Strategies Group
Colorado
$964K -$32.9K -514 -3%
CCWM
1350
Cassaday & Co Wealth Management
Virginia
$960K +$79.7K +1,247 +9%
52 53
54
55 56