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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 %
WOC
2076
West Oak Capital
California
$268K – – –
CYG
2077
Clean Yield Group
Vermont
$267K -$9.59K -150 -3%
FDS
2078
Freedom Day Solutions
Texas
$267K -$51.5K -806 -16%
WFA
2079
WestHill Financial Advisors
California
$266K -$2.3K -36 -0.9%
BWFA
2080
Baltimore-Washington Financial Advisors
Maryland
$266K +$320 +5 +0.1%
CA
2081
Carson Advisory
Georgia
$265K – – –
NC
2082
NBW Capital
Massachusetts
$264K +$30.1K +470 +13%
AC
2083
AXQ Capital
New Jersey
$262K -$1.61M -25,190 -86%
SW
2084
SkyOak Wealth
Michigan
$261K -$95.9K -1,500 -27%
GTAM
2085
Global Trust Asset Management
Florida
$261K – – –
SFG
2086
StrategIQ Financial Group
Indiana
$261K – – –
FMP
2087
Financial Management Professionals
Texas
$260K -$84.5K -1,322 -25%
HI
2088
Hendershot Investments
Virginia
$260K -$12.3K -193 -5%
GWP
2089
Gateway Wealth Partners
Wisconsin
$259K +$259K +4,056 New
FSC
2090
Full Sail Capital
Oklahoma
$259K – – –
OCM
2091
Orser Capital Management
Texas
$258K – – –
PL
2092
Parthenon LLC
Kentucky
$257K -$373K -5,829 -59%
EBT
2093
Enterprise Bank & Trust
Massachusetts
$257K +$257K +4,018 New
QWM
2094
Quaker Wealth Management
New Jersey
$257K +$70.9K +1,109 +38%
FL
2095
Fort LP
Maryland
$257K -$6.27K -98 -2%
TL
2096
Tradewinds LLC
North Carolina
$256K +$48K +751 +23%
CFO
2097
CVA Family Office
Colorado
$256K +$2.88K +45 +1%
CG
2098
Castellan Group
Kentucky
$256K -$1.71M -26,725 -87%
VCWA
2099
Vanguard Capital Wealth Advisors
Colorado
$256K -$76.7K -1,200 -23%
WBC
2100
West Branch Capital
Massachusetts
$256K -$22.7K -355 -8%
82 83
84
85 86