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 %
PPW
1901
Parcion Private Wealth
Washington
$365K – – –
TFA
1902
Triad Financial Advisors
North Carolina
$365K +$448 +7 +0.1%
SAM
1903
S.A. Mason
Michigan
$365K – – –
AHC
1904
Adell Harriman & Carpenter
Texas
$363K -$5.28K -82 -1%
GCA
1905
Guardian Capital Advisors
Ontario, Canada
$361K -$62.3K -1,000 -15%
MIA
1906
MainStreet Investment Advisors
Illinois
$360K – – –
CICI
1907
Capital Investment Counsel Inc
North Carolina
$359K +$6.46K +101 +2%
GWCM
1908
Godshalk Welsh Capital Management
Pennsylvania
$358K -$9.59K -150 -3%
MCM
1909
Maple Capital Management
Vermont
$358K -$9.59K -150 -3%
TFA
1910
Tranquilli Financial Advisor
New Jersey
$355K -$19.4K -304 -5%
RWB
1911
RMR Wealth Builders
New Jersey
$355K +$1.79K +28 +0.5%
SFG
1912
SNS Financial Group
Minnesota
$355K -$17.8K -278 -5%
BBWP
1913
Beacon Bridge Wealth Partners
Pennsylvania
$353K – – –
BFPW
1914
BOK Financial Private Wealth
Colorado
$353K – – –
RA
1915
Riversedge Advisors
Delaware
$353K -$19.2K -301 -5%
MWM
1916
Mattern Wealth Management
Kansas
$352K – – –
AAA
1917
Adams Asset Advisors
Texas
$352K – – –
AA
1918
Alta Advisers
United Kingdom
$352K – – –
SWK
1919
Stephen W. Kidder
$351K – – –
MWA
1920
Meridian Wealth Advisors
Texas
$349K -$95.9K -1,500 -22%
MSA
1921
Marino Stram & Associates
Massachusetts
$348K +$256 +4 +0.1%
GIA
1922
GHP Investment Advisors
Colorado
$348K -$2.2K -36 -0.6%
MAA
1923
Matrix Asset Advisors
New York
$348K -$1.28K -20 -0.4%
ACM
1924
Antonetti Capital Management
Florida
$348K +$384 +6 +0.1%
WWM
1925
WT Wealth Management
Arizona
$347K – – –
75 76
77
78 79