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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 %
BMO
1776
Beck Mack & Oliver
New York
$445K -$24.9K -390 -5%
WIM
1777
Westside Investment Management
California
$444K +$192 +3 +0%
WAAG
1778
Wealth Alliance Advisory Group
Kansas
$444K -$16.6K -259 -4%
MTC
1779
McDaniel Terry & Co
Texas
$442K +$19.2K +300 +5%
SWMG
1780
Sanchez Wealth Management Group
Florida
$441K – – –
TWA
1781
TCI Wealth Advisors
Arizona
$441K -$58.8K -920 -12%
PIP
1782
Peachtree Investment Partners
Florida
$440K -$62.5K -978 -12%
JC
1783
JB Capital
Connecticut
$440K -$4.93K -77 -1%
CCIA
1784
Campbell & Co Investment Adviser
Maryland
$440K +$156K +2,440 +55%
MFG
1785
Magnus Financial Group
New York
$439K +$31.1K +486 +8%
TLCM
1786
Twin Lakes Capital Management
California
$438K +$3.52K +55 +0.8%
SS
1787
Sunbelt Securities
Texas
$434K +$38.1K +595 +10%
GC
1788
Gratus Capital
Georgia
$434K +$12.7K +199 +3%
ATFA
1789
All Terrain Financial Advisors
Minnesota
$434K – – –
ADMI
1790
Albert D. Mason Inc
Massachusetts
$434K -$63K -985 -13%
FNA
1791
First National Advisers
Nebraska
$434K -$19.2K -300 -4%
SLG
1792
Stanley-Laman Group
Pennsylvania
$434K +$64.4K +1,007 +17%
SHFA
1793
SC&H Financial Advisors
Maryland
$433K -$9.66K -151 -2%
WAOI
1794
Wealth Advisors of Iowa
Iowa
$432K +$1.98K +31 +0.5%
KIG
1795
Kowal Investment Group
Wisconsin
$431K +$128 +2 +0%
PGIM
1796
Pacific Global Investment Management
California
$431K +$3.39K +53 +0.8%
CAM
1797
Columbia Asset Management
Michigan
$430K – – –
BFG
1798
Berger Financial Group
Minnesota
$429K -$4.48K -70 -1%
PA
1799
Parkside Advisors
California
$429K – – –
PCC
1800
Park Circle Company
Maryland
$428K – – –
70 71
72
73 74