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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 %
CSB
1376
City State Bank
Iowa
$915K – – –
BTI
1377
Blue Trust Inc
Georgia
$913K -$515K -7,420 -36%
CIAS
1378
CFS Investment Advisory Services
New Jersey
$913K +$913K +14,280 New
IP
1379
Investment Partners
Ohio
$913K -$30K -469 -3%
CA
1380
Cornerstone Advisory
Maryland
$911K -$25.1K -392 -3%
HWA
1381
HCR Wealth Advisors
California
$911K -$36.5K -571 -4%
GWM
1382
GSB Wealth Management
Connecticut
$909K -$13.9K -218 -2%
GD
1383
Grandfield & Dodd
New York
$908K -$284K -4,436 -24%
CFCI
1384
Comprehensive Financial Consultants Institutional
Indiana
$907K +$24.8K +401 +3%
WPP
1385
Whalerock Point Partners
Rhode Island
$905K +$16.1K +251 +2%
LSA
1386
Lion Street Advisors
Texas
$896K +$189K +3,232 +27%
EFSCE
1387
Enterprise Financial Services Corp (EFSC)
Missouri
$895K +$16.5K +258 +2%
SIP
1388
Scott Investment Partners
United Kingdom
$895K – – –
WC
1389
Westhampton Capital
North Carolina
$892K – – –
XT
1390
XTX Topco
Cayman Islands
$891K +$891K +13,929 New
TYCC
1391
Texas Yale Capital Corp
Florida
$890K -$47K -735 -5%
SW
1392
SteelPeak Wealth
California
$889K +$97.5K +1,525 +12%
PCS
1393
Personal CFO Solutions
New Jersey
$886K -$25.8K -403 -3%
IF
1394
Ironwood Financial
Arizona
$884K – – –
TFS
1395
Thoroughbred Financial Services
Tennessee
$883K -$113K -1,765 -11%
LHC
1396
Little House Capital
Massachusetts
$881K +$76.9K +1,203 +10%
VRM
1397
Vectors Research Management
New York
$881K -$15.7K -245 -2%
BAM
1398
Bosun Asset Management
Illinois
$876K +$76.7K +1,200 +10%
EWM
1399
Evermay Wealth Management
Virginia
$876K -$16.3K -255 -2%
AL
1400
Aspiriant LLC
California
$871K -$47.1K -736 -5%
54 55
56
57 58