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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 %
SAM
1351
Sawgrass Asset Management
Florida
$958K – – –
HI
1352
Human Investing
Oregon
$956K +$118K +1,852 +14%
PWG
1353
Portside Wealth Group
Utah
$954K +$954K +14,920 New
RA
1354
RFG Advisory
Alabama
$953K -$33K -516 -3%
FA
1355
FDx Advisors
Illinois
$953K -$188K -2,936 -16%
SIM
1356
Sentry Investment Management
Wisconsin
$952K – – –
PI
1357
PFG Investments
New York
$952K +$156K +2,434 +20%
SC
1358
Saybrook Capital
North Carolina
$950K – – –
CAI
1359
Capital Advisors Inc
Oklahoma
$950K +$53.5K +836 +6%
ZIG
1360
Zuckerman Investment Group
Illinois
$949K – – –
CWM
1361
Cornerstone Wealth Management
Missouri
$948K -$49.4K -772 -5%
WPW
1362
Waldron Private Wealth
Pennsylvania
$947K -$518K -8,107 -35%
BMA
1363
Brooks Moore & Associates
Tennessee
$945K -$30.1K -470 -3%
PIMG
1364
Patriot Investment Management Group
Tennessee
$942K -$84.4K -1,319 -8%
SIC
1365
Samalin Investment Counsel
New York
$941K -$38.5K -602 -4%
CFA
1366
Capstone Financial Advisors
Illinois
$938K +$61.6K +964 +7%
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$935K +$163K +2,548 +21%
VCM
1368
Virtue Capital Management
Tennessee
$929K +$127K +1,969 +16%
BTW
1369
Boston Trust Walden
Massachusetts
$926K +$48.2K +754 +5%
WT
1370
Washington Trust
Rhode Island
$926K -$14.2K -222 -2%
PCM
1371
Penserra Capital Management
California
$925K +$845K +13,223 +1,054%
LCM
1372
LVM Capital Management
Michigan
$921K -$6.59K -103 -0.7%
DWM
1373
Dorchester Wealth Management
Quebec, Canada
$920K – – –
CCM
1374
Cohen Capital Management
California
$920K – – –
LSAG
1375
Lake Street Advisors Group
New Hampshire
$917K +$31.3K +490 +4%
53 54
55
56 57