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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 %
IGWM
2151
ICA Group Wealth Management
Colorado
$237K -$129K -2,017 -35%
TFA
2152
Trinity Financial Advisors
Ohio
$237K – – –
SMA
2153
Seven Mile Advisory
New Jersey
$237K +$237K +3,701 New
SCM
2154
SKBA Capital Management
California
$237K – – –
MWM
2155
Merriman Wealth Management
Washington
$237K +$2.49K +39 +1%
SGC
2156
Slocum, Gordon & Co
Rhode Island
$236K +$12.2K +190 +5%
CAC
2157
Certified Advisory Corp
Florida
$236K +$3.71K +58 +2%
WCA
2158
Westover Capital Advisors
Delaware
$236K -$14.1K -220 -6%
AWAP
2159
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$236K +$384 +6 +0.2%
HWM
2160
Howard Wealth Management
Connecticut
$235K – – –
PHAM
2161
Palisades Hudson Asset Management
Florida
$235K – – –
AWM
2162
Atticus Wealth Management
Florida
$235K -$8.19K -128 -3%
EWM
2163
Executive Wealth Management
Michigan
$235K +$256 +4 +0.1%
HCMG
2164
Howard Capital Management Group
California
$235K – – –
OHIS
2165
Oak Harvest Investment Services
Texas
$235K -$14.2K -222 -6%
FAG
2166
Fortitude Advisory Group
Washington
$234K -$13.9K -218 -6%
EDRIA
2167
Edmonds Duncan Registered Investment Advisors
Kansas
$233K – – –
AIA
2168
Arbor Investment Advisors
North Carolina
$233K – – –
BAM
2169
Brave Asset Management
New Jersey
$233K +$4.48K +70 +2%
GWA
2170
GGM Wealth Advisors
Maryland
$232K +$232K +3,695 New
QPW
2171
Quantum Private Wealth
Florida
$232K -$6.4K -100 -3%
JSW
2172
Journey Strategic Wealth
New Jersey
$231K -$205K -3,209 -47%
RFA
2173
Resurgent Financial Advisors
Georgia
$231K +$25.8K +404 +13%
KOC
2174
Koss-Olinger Consulting
Florida
$230K -$45.1K -704 -16%
TCB
2175
Texas Capital Bancshares
Texas
$230K -$7.48K -117 -3%
85 86
87
88 89