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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 %
APW
2126
Austin Private Wealth
Texas
$245K -$6.4K -100 -3%
TWM
2127
TriaGen Wealth Management
California
$245K – – –
WMA
2128
Wealth Management Associates
New Jersey
$244K -$5.05K -79 -2%
APW
2129
Aurora Private Wealth
New Jersey
$244K +$35.5K +555 +17%
WFMPM
2130
Woodley Farra Manion Portfolio Management
Indiana
$244K – – –
MPAM
2131
Murphy Pohlad Asset Management
Minnesota
$243K – – –
PR
2132
Payden & Rygel
California
$243K -$13M -203,940 -98%
DA
2133
Dillon & Associates
Michigan
$243K -$962 -15 -0.4%
RWM
2134
RBA Wealth Management
California
$243K -$84.9K -1,327 -26%
BSSFA
2135
Baron Silver Stevens Financial Advisors
Florida
$242K -$12.6K -197 -5%
RWP
2136
Revolve Wealth Partners
New Jersey
$242K +$48.2K +754 +25%
BOSSRA
2137
B.O.S.S. Retirement Advisors
Utah
$241K -$1.16M -18,142 -83%
KA
2138
Kearns & Associates
California
$241K – – –
CG
2139
CFO4Life Group
Texas
$241K +$21.2K +332 +10%
MW
2140
MBL Wealth
North Carolina
$240K -$16.8K -263 -7%
CRG
2141
Cornerstone Retirement Group
Nevada
$240K – – –
SEEDPG
2142
S.E.E.D. Planning Group
New York
$240K +$6.97K +109 +3%
AIM
2143
Avity Investment Management
Connecticut
$239K -$3.17M -49,609 -93%
KC
2144
Kingfisher Capital
North Carolina
$239K +$9.54K +149 +4%
EWA
2145
EverSource Wealth Advisors
Alabama
$239K -$60.1K -940 -20%
RFA
2146
Register Financial Advisors
Georgia
$239K +$16.4K +256 +7%
AFGAS
2147
Allegiance Financial Group Advisory Services
Virginia
$238K +$64 +1 +0%
AW
2148
Atlas Wealth
Ohio
$238K – – –
CHA
2149
Carmichael Hill & Associates
Maryland
$238K -$60.6K -948 -20%
TCM
2150
Triumph Capital Management
Colorado
$238K +$238K +3,718 New
84 85
86
87 88