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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 %
DP
1626
Dearborn Partners
Illinois
$571K +$57K +891 +11%
VWA
1627
Visionary Wealth Advisors
Illinois
$570K -$34.3K -536 -6%
HIM
1628
Hillsdale Investment Management
Ontario, Canada
$566K – – –
CG
1629
Corundum Group
Colorado
$565K -$417K -6,526 -42%
PCM
1630
Perritt Capital Management
Illinois
$565K +$102K +1,600 +22%
KFA
1631
Kelleher Financial Advisors
New York
$565K +$51.2K +800 +10%
BHPW
1632
Beverly Hills Private Wealth
California
$564K +$163K +2,692 +41%
AWM
1633
Angeles Wealth Management
California
$563K -$16.8K -262 -3%
CB
1634
CNB Bank
Pennsylvania
$562K +$31.3K +489 +6%
TC
1635
Trust Company
Kansas
$562K -$16.1K -252 -3%
GC
1636
Guidance Capital
Kentucky
$562K +$562K +9,174 New
OFG
1637
Oxford Financial Group
Indiana
$562K +$47.5K +742 +9%
SRC
1638
Shufro Rose & Co
New York
$560K – – –
BFA
1639
Bill Few Associates
Pennsylvania
$560K -$4.8K -75 -0.8%
WSCM
1640
Wellington Shields Capital Management
New York
$559K -$11.1K -174 -2%
GC
1641
Garde Capital
Washington
$557K +$429K +6,700 +334%
FTC
1642
Farmers Trust Company
Ohio
$556K +$58.3K +911 +12%
MMHP
1643
Murphy Middleton Hinkle & Parker
Georgia
$554K – – –
PIA
1644
Powell Investment Advisors
Florida
$553K – – –
LA
1645
Lynch & Associates
Indiana
$553K -$3.07K -48 -0.6%
BWP
1646
BSW Wealth Partners
Colorado
$553K -$13.4K -209 -2%
CPSAC
1647
Chas P. Smith & Associates (CPS)
Florida
$551K +$47.7K +745 +9%
EWM
1648
EPG Wealth Management
Georgia
$549K -$27.2K -425 -5%
TBNY
1649
Trustco Bank (New York)
New York
$549K -$8.31K -130 -1%
AWE
1650
Avidian Wealth Enterprises
Texas
$548K -$28.3K -442 -5%
64 65
66
67 68