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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 %
RWA
1801
River Wealth Advisors
Pennsylvania
$427K -$2.3K -36 -0.5%
WIA
1802
Westbourne Investment Advisors
Maryland
$427K – – –
FG
1803
Foster Group
Iowa
$426K +$9.53K +149 +2%
BIA
1804
Bigelow Investment Advisors
Maine
$426K -$5.12K -80 -1%
V
1805
VeraBank
Texas
$425K – – –
JGIA
1806
Jackson Grant Investment Advisers
Connecticut
$425K +$320 +5 +0.1%
SC
1807
SRB Corp
Massachusetts
$424K +$99.6K +1,557 +31%
IAMOG
1808
Investors Asset Management of Georgia
Georgia
$423K – – –
EWA
1809
ERTS Wealth Advisors
Michigan
$423K – – –
SMA
1810
Sage Mountain Advisors
Georgia
$422K +$67.9K +1,061 +19%
FPGT
1811
Financial Partners Group (Tennessee)
Tennessee
$422K – – –
AIP
1812
Almanack Investment Partners
Pennsylvania
$421K -$11.4K -179 -3%
AC
1813
Allstate Corporation
Illinois
$421K -$15.2K -238 -3%
OBGC
1814
O'Brien Greene & Co
Pennsylvania
$420K -$20.2K -316 -5%
VCP
1815
Verus Capital Partners
Arizona
$420K -$20.5K -320 -5%
AA
1816
AlphaQ Advisors
Florida
$420K +$67.1K +1,049 +19%
DWM
1817
Drive Wealth Management
Utah
$420K -$112K -1,748 -21%
SAS
1818
Stelac Advisory Services
New York
$419K -$26.2K -409 -6%
PBO
1819
Peoples Bank (Ohio)
Ohio
$418K -$14.4K -225 -3%
FDS
1820
First Dallas Securities
Texas
$418K -$64.7K -1,011 -13%
SHGA
1821
Sand Hill Global Advisors
California
$415K -$7.67K -120 -2%
SFS
1822
Stiles Financial Services
Minnesota
$415K +$72.2K +1,129 +21%
CVM
1823
Cheviot Value Management
California
$415K -$16K -250 -4%
CWM
1824
Cahaba Wealth Management
Georgia
$414K +$85K +1,329 +26%
AWA
1825
AmeriServ Wealth Advisors
Pennsylvania
$414K -$279K -4,365 -40%
71 72
73
74 75