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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 %
KCM
2176
Kathmere Capital Management
Pennsylvania
$229K +$4.48K +70 +2%
GFP
2177
Gryphon Financial Partners
Ohio
$229K -$113K -1,768 -33%
QCIG
2178
Quad-Cities Investment Group
Iowa
$228K -$13.5K -211 -6%
SFM
2179
Signet Financial Management
New Jersey
$227K +$256 +4 +0.1%
VCG
2180
Vantage Consulting Group
Virginia
$227K -$6.27K -98 -3%
SA
2181
Syntax Advisors
New York
$227K -$6.27K -98 -3%
TA
2182
TFG Advisers
Michigan
$227K +$6.01K +94 +3%
BCM
2183
Boltwood Capital Management
California
$226K +$3.2K +50 +1%
NC
2184
NinePointTwo Capital
California
$226K – – –
AHB
2185
Abner Herrman & Brock
New Jersey
$225K -$13.4M -210,264 -98%
EIA
2186
Eldridge Investment Advisors
New Hampshire
$225K – – –
AFC
2187
AFT Forsyth & Company
Florida
$225K +$6.46K +101 +3%
RIM
2188
RW Investment Management
Idaho
$225K – – –
Massachusetts Financial Services
2189
Massachusetts Financial Services
Massachusetts
$225K -$950K -14,860 -81%
ACM
2190
Armbruster Capital Management
New York
$225K – – –
CC
2191
Callan Capital
California
$224K -$4.16K -65 -2%
NAG
2192
Northstar Advisory Group
New Jersey
$224K – – –
CSWM
2193
Cassady Schiller Wealth Management
Ohio
$224K – – –
TCWA
2194
Ten Capital Wealth Advisors
Washington
$223K +$130K +2,035 +140%
MTIC
2195
Missouri Trust & Investment Company
Missouri
$222K -$767 -12 -0.3%
JFL
2196
Jarislowsky, Fraser Ltd
Quebec, Canada
$222K -$106K -1,655 -32%
CCA
2197
Cadent Capital Advisors
Oklahoma
$222K +$1.85K +29 +0.8%
ATWA
2198
Arbor Trust Wealth Advisors
Michigan
$222K -$7.42K -116 -3%
PB
2199
Pinnacle Bancorp
Nebraska
$222K +$6.4K +100 +3%
C
2200
Covestor
United Kingdom
$221K -$96K -1,498 -30%
86 87
88
89 90