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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 %
HCM
1851
Hilton Capital Management
New York
$398K -$6.4K -100 -2%
CS
1852
Capital Square
Tennessee
$398K +$2.81K +44 +0.7%
MIM
1853
Merrion Investment Management
New Jersey
$397K -$38.4K -600 -9%
MP
1854
McDonald Partners
Ohio
$397K -$9.46K -148 -2%
CFP
1855
Catalyst Financial Partners
Massachusetts
$396K +$12.1K +189 +3%
PSB
1856
Piscataqua Savings Bank
New Hampshire
$396K +$64 +1 +0%
HI
1857
Hudock Inc
Pennsylvania
$395K +$320 +5 +0.1%
DTL
1858
Dynamic Technology Lab
Singapore
$394K +$394K +6,154 New
FIBT
1859
First International Bank & Trust
North Dakota
$393K +$7.55K +118 +2%
AWP
1860
Ascent Wealth Partners
New York
$393K +$11.6K +182 +3%
SWM
1861
Silverlake Wealth Management
Vermont
$393K -$1.79K -28 -0.5%
IDBONY
1862
Israel Discount Bank of New York
New York
$392K -$72.9K -1,140 -16%
BCCM
1863
Bridge Creek Capital Management
Massachusetts
$392K – – –
JFA
1864
JNBA Financial Advisors
Minnesota
$392K -$54K -845 -12%
BHBT
1865
Burke & Herbert Bank & Trust
Virginia
$391K – – –
MFWP
1866
Mosaic Family Wealth Partners
Missouri
$391K -$640 -10 -0.2%
APWA
1867
Atlas Private Wealth Advisors
New Jersey
$391K +$391K +6,110 New
RDFA
1868
Ritter Daniher Financial Advisory
Ohio
$390K – – –
OCBCO
1869
Oversea-Chinese Banking Corp (OCBC)
Singapore
$390K -$121K -1,889 -24%
QC
1870
Quent Capital
New York
$389K +$55.4K +866 +17%
IA
1871
IFG Advisors
Missouri
$387K – – –
VWA
1872
V Wealth Advisors
Kansas
$386K +$2.49K +39 +0.7%
HFG
1873
Heron Financial Group
New York
$385K -$3.84K -60 -1%
WIM
1874
WealthPlan Investment Management
Nebraska
$385K -$52.3K -818 -12%
ICM
1875
IMS Capital Management
Oregon
$385K +$959 +15 +0.2%
73 74
75
76 77