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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,525 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,048 increasing their positions, 1,007 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,525
Holders Change
-63
Holders Change %
-2.43%
% of All Funds
40.41%
Holding in Top 10
68
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.33%
% of All Funds
1.09%
New
124
Increased
1,048
Reduced
1,007
Closed
136
Calls
$1.6B
Puts
$1.03B
Net Calls
+$568M
Net Calls Change
+$129M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$603M
2
Boston Partners
Boston Partners
Massachusetts
+$297M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$268M
4
BlackRock
BlackRock
New York
+$198M
5
Ameriprise
Ameriprise
Minnesota
+$169M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$680M
2
EWA
EP Wealth Advisors
California
-$306M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$297M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
1726
O'Dell Group
Ohio
$529K -$16.5K -238 -3%
GSEP
1727
Golden State Equity Partners
California
$527K +$527K +7,598 New
AWM
1728
AllSquare Wealth Management
New York
$526K +$1.46K +21 +0.3%
AT
1729
American Trust
Kentucky
$526K +$2.43K +35 +0.5%
MMA
1730
Miracle Mile Advisors
California
$525K -$55.2K -796 -10%
LA
1731
Legacy Advisors
Pennsylvania
$523K -$20.6K -297 -4%
FDS
1732
First Dallas Securities
Texas
$523K -$34.2K -493 -6%
NAS
1733
Nicolet Advisory Services
Wisconsin
$523K +$87.8K +1,241 +20%
BAM
1734
BOS Asset Management
Illinois
$521K -$20.8K -300 -4%
AWM
1735
Aberdeen Wealth Management
Illinois
$520K – – –
MAM
1736
McLean Asset Management
Virginia
$519K -$15.5K -223 -3%
CST
1737
Charles Schwab Trust
Nevada
$519K -$233K -3,363 -31%
LIA
1738
LBMC Investment Advisors
Tennessee
$519K +$624 +9 +0.1%
CPSC
1739
Carl P. Sherr & Co
Massachusetts
$518K – – –
KWS
1740
Keystone Wealth Services
California
$518K +$10.3K +148 +2%
NFG
1741
Nations Financial Group
Iowa
$517K -$32.9K -475 -6%
DW
1742
Domani Wealth
Pennsylvania
$513K – – –
YC
1743
Yarbrough Capital
Tennessee
$513K – – –
CC
1744
Centiva Capital
New York
$513K -$1.18M -17,043 -70%
MA
1745
MCF Advisors
Kentucky
$513K – – –
GWANC
1746
Guardian Wealth Advisors (North Carolina)
North Carolina
$510K -$5.75K -83 -1%
SWIM
1747
Smallwood Wealth Investment Management
New Jersey
$510K -$75.4K -1,088 -13%
BMO
1748
Beck Mack & Oliver
New York
$509K -$693 -10 -0.1%
FCFC
1749
First Commonwealth Financial Corp
Pennsylvania
$508K -$15.4K -222 -3%
CHJWM
1750
Carlton Hofferkamp & Jenks Wealth Management
Texas
$507K +$5K +73 +1%
68 69
70
71 72