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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 %
AWM
1701
Avior Wealth Management
Nebraska
$496K -$77.1K -1,205 -13%
CCP
1702
Cassia Capital Partners
North Carolina
$496K +$106K +1,660 +27%
JDR
1703
Jay D. Rosenbaum
$494K -$13.4K -210 -3%
NFG
1704
Nations Financial Group
Iowa
$493K +$16.1K +252 +3%
SIA
1705
Soltis Investment Advisors
Utah
$493K +$3.13K +49 +0.6%
IP
1706
Ignite Planners
California
$493K +$11.3K +180 +2%
LA
1707
Legacy Advisors
Pennsylvania
$492K +$9.72K +152 +2%
GWANC
1708
Guardian Wealth Advisors (North Carolina)
North Carolina
$492K +$21K +329 +4%
PP
1709
PDS Planning
Ohio
$490K +$24.4K +381 +5%
RCG
1710
Regatta Capital Group
California
$487K – – –
MA
1711
MONECO Advisors
Connecticut
$487K +$25.7K +402 +6%
CAM
1712
CenterStar Asset Management
Illinois
$486K +$486K +7,603 New
CP
1713
CenterBook Partners
Connecticut
$486K +$50K +782 +11%
EBA
1714
Eagle Bay Advisors
New York
$486K -$31.5K -492 -6%
IF
1715
Intrua Financial
Texas
$485K +$136K +2,124 +39%
MA
1716
MKT Advisors
California
$485K -$123K -1,995 -20%
CWA
1717
Clearview Wealth Advisors
Oregon
$484K -$696K -10,878 -59%
FOA
1718
Five Oceans Advisors
California
$484K +$72.3K +1,130 +18%
MAM
1719
McLean Asset Management
Virginia
$483K +$3.84K +60 +0.8%
EIP
1720
Ellis Investment Partners
Pennsylvania
$482K +$35K +548 +8%
AP
1721
Appleton Partners
Massachusetts
$482K -$83.4K -1,303 -15%
HTHT
1722
Hemenway Trust Hemenway Trust
New Hampshire
$481K -$24.4K -381 -5%
AWM
1723
Aberdeen Wealth Management
Illinois
$481K +$1.28K +20 +0.3%
BAM
1724
BOS Asset Management
Illinois
$481K – – –
BW
1725
Bison Wealth
Georgia
$481K +$199K +3,106 +70%
67 68
69
70 71