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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 %
SAM
1876
Satovsky Asset Management
New York
$385K +$9.02K +141 +2%
RW
1877
Rede Wealth
Virginia
$384K – – –
BWG
1878
Beta Wealth Group
California
$384K +$70.3K +1,100 +22%
LF
1879
Lantz Financial
Illinois
$381K +$22.5K +352 +6%
ZF
1880
Zhang Financial
Michigan
$381K -$530K -8,286 -58%
CSC
1881
Caldwell Sutter Capital
California
$381K +$191K +2,993 +101%
FMC
1882
First Merchants Corp
Indiana
$380K -$14.4K -225 -4%
IGGA
1883
Iron Gate Global Advisors
Utah
$380K – – –
APWM
1884
Argonautica Private Wealth Management
Massachusetts
$379K -$2.69K -42 -0.7%
FWM
1885
Focused Wealth Management
New York
$378K +$4.48K +70 +1%
ST
1886
Sabal Trust
Florida
$377K -$17.7K -277 -4%
EGA
1887
E&G Advisors
Texas
$377K – – –
FSA
1888
Fort Sheridan Advisors
Illinois
$376K -$12.8K -200 -3%
OHWP
1889
Oak Harbor Wealth Partners
North Carolina
$375K -$28.8K -451 -7%
HCM
1890
Hall Capital Management
Rhode Island
$375K – – –
BFC
1891
Bedel Financial Consulting
Indiana
$374K +$102K +1,595 +37%
W
1892
WPWealth
Texas
$374K +$77.4K +1,211 +26%
VAM
1893
Verity Asset Management
North Carolina
$372K -$315K -4,923 -46%
AIA
1894
Angeles Investment Advisors
California
$370K +$80.2K +1,254 +28%
IAS
1895
IMA Advisory Services
Colorado
$370K +$12.9K +202 +4%
SAA
1896
Southeast Asset Advisors
Georgia
$369K – – –
OBWG
1897
Onyx Bridge Wealth Group
New York
$369K +$93.1K +1,455 +34%
SBCM
1898
Schwerin Boyle Capital Management
Massachusetts
$366K -$227K -3,550 -38%
SFP
1899
Sandbox Financial Partners
Maryland
$366K -$95.2K -1,488 -21%
AFG
1900
AFS Financial Group
Maryland
$366K – – –
74 75
76
77 78