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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 %
SWM
1551
Selective Wealth Management
Virginia
$665K +$665K +10,651 New
MFS
1552
Mirabella Financial Services
United Kingdom
$665K +$665K +10,401 New
NFA
1553
Northern Financial Advisors
Michigan
$665K -$193K -3,021 -23%
CIAS
1554
Capital Investment Advisory Services
North Carolina
$663K -$31.7K -495 -5%
GC
1555
Gilbert & Cook
Iowa
$662K +$42K +657 +7%
OWP
1556
Obermeyer Wealth Partners
Colorado
$662K -$13.7K -215 -2%
WDC
1557
Woodward Diversified Capital
California
$660K +$1.47K +23 +0.2%
KWM
1558
Keebeck Wealth Management
Illinois
$660K +$324K +5,060 +96%
CBFP
1559
Cedar Brook Financial Partners
Ohio
$659K +$123K +1,930 +23%
MIP
1560
Marietta Investment Partners
Wisconsin
$659K – – –
PCMI
1561
Paradigm Capital Management Inc
New York
$659K +$6.4K +100 +1%
PFA
1562
Pettinga Financial Advisors
Indiana
$658K -$6.4K -100 -1%
FCBT
1563
First Citizens Bank & Trust
North Carolina
$658K +$139K +2,174 +27%
ABLA
1564
Alan B. Lancz & Associates
Ohio
$655K – – –
NBT
1565
Northwest Bank & Trust
Iowa
$649K +$649K +10,144 New
BMC
1566
Benin Management Corp
Connecticut
$648K -$14.1K -221 -2%
DG
1567
DMC Group
Alabama
$648K -$21.7K -340 -3%
1IA
1568
1620 Investment Advisors
Massachusetts
$646K +$12.9K +201 +2%
LMKC
1569
L.M. Kohn & Company
Ohio
$644K -$132K -2,061 -17%
EI
1570
Ellevest Inc
New York
$644K +$40.5K +634 +7%
IF
1571
IRON Financial
Illinois
$643K -$4.48K -70 -0.7%
LCM
1572
LCM Capital Management
Illinois
$642K +$576 +9 +0.1%
DCM
1573
Dupont Capital Management
Delaware
$641K -$396K -6,194 -38%
DWM
1574
Dechtman Wealth Management
Colorado
$641K +$641K +10,023 New
LFM
1575
Lumina Fund Management
New York
$640K – – –
61 62
63
64 65