BMY icon

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 %
FPCP
1726
Fort Point Capital Partners
California
$481K +$66.7K +1,043 +16%
FFA
1727
Founders Financial Alliance
North Carolina
$480K +$36.9K +577 +8%
LIA
1728
LBMC Investment Advisors
Tennessee
$479K +$639 +10 +0.1%
MA
1729
MJP Associates
Connecticut
$479K -$54.5K -853 -10%
SWM
1730
Stockman Wealth Management
Montana
$479K -$6.28M -98,211 -93%
CPSC
1731
Carl P. Sherr & Co
Massachusetts
$478K – – –
AWM
1732
AllSquare Wealth Management
New York
$478K -$6.37K -100 -1%
RAM
1733
Readystate Asset Management
Illinois
$476K +$476K +7,440 New
TC
1734
Trilogy Capital
California
$475K +$108K +1,671 +29%
TAIM
1735
TD Ameritrade Investment Management
Nebraska
$474K -$51.6K -807 -10%
ODG
1736
O'Dell Group
Ohio
$473K -$14.4K -225 -3%
YC
1737
Yarbrough Capital
Tennessee
$473K – – –
MA
1738
MCF Advisors
Kentucky
$473K – – –
CAL
1739
Capital Advisors Ltd
Ohio
$473K +$20.8K +325 +5%
KWS
1740
Keystone Wealth Services
California
$471K -$6.14K -96 -1%
SAM
1741
SP Asset Management
California
$470K +$3.97K +62 +0.9%
AT
1742
American Trust
Kentucky
$469K -$16.1K -251 -3%
PPC
1743
Park Place Capital
Alabama
$468K +$101K +1,587 +28%
CL
1744
COWA LLC
Oklahoma
$468K +$1.22K +19 +0.3%
PWW
1745
Pettyjohn Wood & White
Virginia
$467K +$16K +250 +4%
EP
1746
Eudaimonia Partners
Tennessee
$465K -$155K -2,424 -25%
CCM
1747
Crew Capital Management
Ohio
$464K -$120K -1,870 -20%
LW
1748
Linscomb Wealth
Texas
$464K -$133K -2,075 -22%
LC
1749
LCNB Corp
Ohio
$464K -$83.2K -1,301 -15%
AC
1750
Apella Capital
Connecticut
$464K +$464K +7,252 New
68 69
70
71 72