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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 %
SFI
1476
SPC Financial Inc
Maryland
$741K +$73.7K +1,153 +11%
APC
1477
Aspire Private Capital
North Carolina
$740K +$58.4K +913 +9%
OAM
1478
Occidental Asset Management
California
$740K – – –
KMWM
1479
Keudell/Morrison Wealth Management
Oregon
$739K -$2.94K -46 -0.4%
GWS
1480
Glassman Wealth Services
Virginia
$738K +$574K +8,980 +351%
HT
1481
HAP Trading
New York
$738K +$738K +11,534 New
RWMG
1482
Redwood Wealth Management Group
New Jersey
$736K -$30.8K -481 -4%
CIP
1483
Cornerstone Investment Partners
Georgia
$736K – – –
IFS
1484
Ifrah Financial Services
Arkansas
$735K -$7.23K -113 -1%
MWC
1485
MBM Wealth Consultants
Missouri
$733K +$130K +2,082 +21%
PWPS
1486
Pinnacle Wealth Planning Services
Ohio
$732K -$128K -2,002 -15%
PA
1487
Procyon Advisors
Connecticut
$731K +$95.1K +1,487 +15%
WA
1488
WBH Advisory
Maryland
$730K -$40.9K -640 -5%
CAG
1489
Csenge Advisory Group
Florida
$729K +$50.8K +794 +7%
IWA
1490
Intercontinental Wealth Advisors
Texas
$727K -$9.66K -151 -1%
CPC
1491
Cookson Peirce & Co
Pennsylvania
$726K -$7.11M -111,244 -91%
RWP
1492
Ridgecrest Wealth Partners
California
$725K -$21.7K -340 -3%
TIMH
1493
Tilt Investment Management Holdings
New York
$725K – – –
CCWA
1494
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$723K -$17.6K -275 -2%
PCM
1495
Princeton Capital Management
New Jersey
$720K -$54.2K -848 -7%
BPCE
1496
Bank Pictet & Cie (Europe)
Germany
$719K – – –
DI
1497
Diligent Investors
California
$719K – – –
NPA
1498
Nichols & Pratt Advisers
Massachusetts
$716K +$6.4K +100 +0.9%
SF
1499
Summit Financial
New Jersey
$716K +$34.9K +546 +5%
FNBSF
1500
First National Bank Sioux Falls
South Dakota
$716K – – –
58 59
60
61 62