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 %
MKC
1926
M. Kraus & Co
Vermont
$347K -$77.3K -1,208 -18%
HS
1927
Horan Securities
United States
$346K +$31.1K +486 +10%
SSW
1928
Smith Shellnut Wilson
Mississippi
$346K – – –
SCM
1929
Stonehearth Capital Management
Massachusetts
$344K +$19.1K +298 +6%
SP
1930
Successful Portfolios
Florida
$344K -$74.2K -1,160 -18%
DC
1931
Diametric Capital
Massachusetts
$344K +$344K +5,373 New
PIA
1932
Perennial Investment Advisors
California
$342K -$9.15K -143 -3%
TCM
1933
Towercrest Capital Management
Pennsylvania
$342K +$66.1K +1,034 +24%
OMC
1934
Overbrook Management Corp
New York
$341K -$25.6K -400 -7%
MSWM
1935
McGlone Suttner Wealth Management
Wisconsin
$341K -$185K -2,895 -35%
AFM
1936
Abbot Financial Management
Massachusetts
$340K +$67.1K +1,050 +25%
RCA
1937
Ranch Capital Advisors
Florida
$339K – – –
MIC
1938
Meridian Investment Counsel
California
$339K – – –
PGA
1939
Portland Global Advisors
Maine
$337K – – –
SCM
1940
Sterneck Capital Management
Missouri
$336K – – –
BCA
1941
Bray Capital Advisors
Florida
$336K +$2.3K +36 +0.7%
VHAM
1942
Van Hulzen Asset Management
California
$335K -$200K -3,135 -37%
IC
1943
Inscription Capital
Texas
$334K -$7.35K -115 -2%
CBA
1944
Coastal Bridge Advisors
Connecticut
$334K – – –
WCM
1945
Washington Capital Management
Washington
$333K – – –
EA
1946
Eudaimonia Advisors
Tennessee
$333K +$16.1K +251 +5%
EFG
1947
Everhart Financial Group
Ohio
$331K +$28.9K +452 +10%
LG
1948
Leuthold Group
Minnesota
$330K – – –
IAM
1949
Innovis Asset Management
Illinois
$330K -$3.33K -52 -1%
GA
1950
Greytown Advisors
Florida
$329K -$163K -2,546 -33%
76 77
78
79 80