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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 %
WPC
1401
Wedmont Private Capital
Pennsylvania
$870K -$63.4K -1,023 -7%
CBT
1402
CoreFirst Bank & Trust
Kansas
$869K -$14.4K -225 -2%
ACI
1403
Alpha Cubed Investments
California
$863K -$17.1K -267 -2%
WP
1404
WMS Partners
Maryland
$862K -$92.5K -1,447 -10%
IIM
1405
InTrack Investment Management
Vermont
$861K -$74.6K -1,166 -8%
PWP
1406
Private Wealth Partners
California
$858K -$45.6K -713 -5%
VFPI
1407
Vantage Financial Partners (Illinois)
Illinois
$857K -$12.8K -200 -1%
BWP
1408
Baldwin Wealth Partners
Massachusetts
$849K +$384 +6 +0%
VNA
1409
Valley National Advisers
Pennsylvania
$847K +$5.25K +82 +0.6%
BST
1410
Bath Savings Trust
Maine
$847K -$6.4K -100 -0.7%
WAM
1411
WealthTrust Asset Management
Florida
$847K -$232K -3,632 -22%
AP
1412
Atwood & Palmer
Missouri
$844K – – –
CS
1413
Cannell & Spears
New York
$842K – – –
QIM
1414
Quantitative Investment Management
Virginia
$841K +$841K +13,159 New
BFA
1415
Beacon Financial Advisory
Ohio
$840K +$41.6K +650 +5%
ACS
1416
Archford Capital Strategies
Illinois
$839K -$25.3K -391 -3%
NICM
1417
Neo Ivy Capital Management
New York
$838K +$838K +13,098 New
EIM
1418
Essex Investment Management
Massachusetts
$835K – – –
WE
1419
Wealth Effects
Massachusetts
$835K -$6.97K -109 -0.8%
EWM
1420
Elmwood Wealth Management
California
$832K -$22.2K -347 -3%
CPIA
1421
Cornell Pochily Investment Advisors
New York
$825K -$1.67M -8,636 -67%
PWP
1422
Principle Wealth Partners
Connecticut
$824K -$32.6K -510 -4%
VSQM
1423
V-Square Quantitative Management
Illinois
$824K -$340K -5,320 -29%
KTC
1424
Kistler-Tiffany Companies
Pennsylvania
$823K +$35K +548 +4%
PP
1425
PDT Partners
New York
$819K -$812K -12,700 -50%
55 56
57
58 59