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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 %
EL
1426
Essex LLC
Illinois
$818K -$159K -2,479 -16%
MSS
1427
Mitchell Sinkler & Starr
Pennsylvania
$817K – – –
Jones Financial Companies
1428
Jones Financial Companies
Missouri
$817K +$68.1K +1,065 +9%
CA
1429
CapWealth Advisors
Tennessee
$816K – – –
AIA
1430
Alera Investment Advisors
Illinois
$815K +$217K +3,396 +36%
BIM
1431
Bridges Investment Management
Nebraska
$814K -$43.8K -685 -5%
CAMV
1432
Concord Asset Management (Virginia)
Virginia
$809K +$149K +2,330 +23%
KFA
1433
Kapstone Financial Advisors
Ohio
$808K -$29.5K -479 -4%
FAM
1434
Formidable Asset Management
Ohio
$807K – – –
CF
1435
Centaurus Financial
California
$806K -$375K -5,857 -32%
SSWM
1436
Smith Salley Wealth Management
North Carolina
$802K -$9.59K -150 -1%
USB
1437
Union Savings Bank
Connecticut
$800K +$800K +12,868 New
CB
1438
Centennial Bank
Arkansas
$800K – – –
RGI
1439
River Global Investors
United Kingdom
$799K -$16K -250 -2%
AWM
1440
Accurate Wealth Management
Florida
$798K +$208K +3,354 +35%
WDG
1441
Wealth Dimensions Group
Ohio
$794K -$26.3K -412 -3%
LPT
1442
Legacy Private Trust
Wisconsin
$790K – – –
BFO
1443
Biltmore Family Office
North Carolina
$789K -$47.8K -748 -6%
M
1444
Mirova
France
$784K -$833K -13,030 -52%
DMBA
1445
Deseret Mutual Benefit Administrators
Utah
$783K +$41.4K +647 +6%
PWAM
1446
Pinnacle West Asset Management
Wyoming
$783K -$5.88K -92 -0.7%
MW
1447
Marcum Wealth
Ohio
$782K +$101K +1,583 +15%
PMA
1448
Prudent Man Advisors
Illinois
$782K -$9.4K -147 -1%
SCM
1449
SOL Capital Management
Maryland
$779K -$32K -500 -4%
WFI
1450
West Family Investments
California
$778K +$778K +12,172 New
56 57
58
59 60