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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 %
NG
1676
Northstar Group
New York
$517K – – –
GWI
1677
Grace & White Inc
New York
$516K – – –
CBT
1678
Central Bank & Trust
Kentucky
$514K – – –
BFC
1679
Blue Fin Capital
Rhode Island
$513K – – –
HA
1680
HC Advisors
Georgia
$513K +$5.44K +85 +1%
NAS
1681
Nicolet Advisory Services
Wisconsin
$513K +$44.1K +695 +9%
WA
1682
Wealth Architects
California
$512K +$23.4K +366 +5%
MAM
1683
Morse Asset Management
Connecticut
$512K -$64K -1,000 -11%
CCMT
1684
CMT Capital Markets Trading
Germany
$512K +$512K +8,000 New
AF
1685
Apexium Financial
Texas
$511K +$61.7K +965 +14%
LWMG
1686
Levy Wealth Management Group
Pennsylvania
$509K +$3.71K +58 +0.7%
FFA
1687
First Foundation Advisors
California
$509K -$4.73K -74 -0.9%
RCM
1688
RB Capital Management
Nevada
$508K -$2.17K -34 -0.4%
HGWM
1689
Horst & Graben Wealth Management
Oregon
$507K +$3.84K +60 +0.8%
CIA
1690
Cohen Investment Advisors
New Hampshire
$506K -$9.15K -143 -2%
SAM
1691
Summit Asset Management
Tennessee
$505K -$9.78K -153 -2%
LC
1692
Lindbrook Capital
California
$504K -$46.4K -725 -8%
CTA
1693
Colonial Trust Advisors
South Carolina
$504K -$64.3K -1,005 -11%
CRWM
1694
Castle Rock Wealth Management
California
$504K – – –
CAMG
1695
CWA Asset Management Group
Florida
$500K +$95K +1,485 +23%
FCFC
1696
First Commonwealth Financial Corp
Pennsylvania
$500K +$31.6K +494 +7%
BOPW
1697
Brandywine Oak Private Wealth
Pennsylvania
$499K -$64 -1 -0%
SIAG
1698
Signet Investment Advisory Group
Rhode Island
$499K – – –
P
1699
&Partners
Tennessee
$498K -$35.2K -550 -7%
PCA
1700
Peddock Capital Advisors
Massachusetts
$497K -$61.3K -958 -11%
66 67
68
69 70