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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 %
PTCG
2201
Pring Turner Capital Group
California
$220K – – –
SBWIC
2202
Schaper Benz & Wise Investment Counsel
Wisconsin
$220K +$12.9K +201 +6%
BAM
2203
Blueshift Asset Management
New Jersey
$219K -$174K -2,726 -44%
GEA
2204
Glen Eagle Advisors
New Jersey
$218K -$26.1K -409 -11%
GITFIT
2205
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$217K +$19.2K +300 +10%
CG
2206
Clarus Group
Texas
$217K +$217K +3,399 New
CGFA
2207
Colton Groome Financial Advisors
North Carolina
$217K -$12.7K -198 -6%
LWM
2208
Liberty Wealth Management
California
$217K +$703 +11 +0.3%
PAM
2209
PVG Asset Management
Colorado
$216K -$23.7K -371 -10%
DC
2210
DeDora Capital
California
$216K +$256 +4 +0.1%
NIC
2211
Northwest Investment Counselors
Oregon
$216K -$12.2K -191 -5%
SWM
2212
Sugarloaf Wealth Management
Georgia
$216K -$24.8K -388 -10%
MSRI
2213
Michael S. Ryan Inc
New York
$215K +$215K +3,343 New
Members Trust
2214
Members Trust
Florida
$215K +$215K +3,368 New
GWM
2215
Greenwich Wealth Management
Connecticut
$215K -$43.8K -684 -17%
GAG
2216
GM Advisory Group
New York
$215K -$5.12K -80 -2%
F4L
2217
Fortune 45 LLC
Louisiana
$214K +$214K +3,335 New
VFA
2218
Voya Financial Advisors
Connecticut
$214K +$4.35K +68 +2%
PP
2219
Pegasus Partners
Wisconsin
$214K – – –
KIG
2220
Kennedy Investment Group
New Jersey
$213K +$1.22K +19 +0.6%
HCA
2221
Horan Capital Advisors
Ohio
$213K – – –
SWA
2222
SOA Wealth Advisors
New York
$212K +$1.28K +20 +0.6%
ONSWM
2223
Old North State Wealth Management
North Carolina
$212K -$3.59K -56 -2%
OAM
2224
Oak Asset Management
California
$212K -$6.4K -100 -3%
KFGK
2225
Keystone Financial Group (Kentucky)
Kentucky
$210K +$210K +3,290 New
87 88
89
90 91