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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 %
PIM
1526
Penobscot Investment Management
Massachusetts
$694K – – –
SC
1527
Steph & Co
Wisconsin
$692K +$1.28K +20 +0.2%
AO
1528
Advisor OS
Illinois
$691K +$410K +6,414 +146%
SAM
1529
Strategy Asset Managers
California
$687K +$43.8K +685 +7%
VCM
1530
Vigilant Capital Management
Maine
$687K +$57.5K +900 +9%
CIC
1531
Chilton Investment Company
Connecticut
$686K +$87.9K +1,375 +15%
CAGAS
1532
Capital Advisory Group Advisory Services
Minnesota
$686K +$15.1K +236 +2%
FSA
1533
Franklin Street Advisors
North Carolina
$685K +$20.7K +324 +3%
CWM
1534
Congress Wealth Management
Massachusetts
$684K -$101K -1,579 -13%
KJWM
1535
Kiley Juergens Wealth Management
Washington
$683K +$9.27K +145 +1%
CT
1536
Colonial Trust
South Carolina
$681K -$47.4K -741 -7%
TCM
1537
Traynor Capital Management
Pennsylvania
$680K -$21.5K -336 -3%
EA
1538
Ellsworth Advisors
Ohio
$679K +$30.8K +482 +5%
DTC
1539
Davidson Trust Company
Washington
$679K – – –
BCG
1540
Breakwater Capital Group
New Jersey
$679K -$102K -1,591 -13%
DBT
1541
Dubuque Bank & Trust
Iowa
$679K -$4.86K -76 -0.7%
RDWM
1542
Red Door Wealth Management
Tennessee
$678K +$6.72K +105 +1%
AC
1543
ASB Consultores
Florida
$678K +$19.8K +310 +3%
RHAM
1544
Round Hill Asset Management
California
$677K – – –
WP
1545
WealthShield Partners
North Carolina
$674K -$12.7K -199 -2%
NSAM
1546
North Star Asset Management
Wisconsin
$671K – – –
SFG
1547
Summit Financial Group
West Virginia
$670K – – –
FFN
1548
Focus Financial Network
Minnesota
$670K -$91.1K -1,424 -12%
AWA
1549
Aletheian Wealth Advisors
Washington
$670K +$670K +10,477 New
NIM
1550
Northeast Investment Management
Massachusetts
$669K -$2.24K -35 -0.3%
60 61
62
63 64