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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 %
4WM
2251
44 Wealth Management
Oregon
$203K -$639 -10 -0.3%
SCM
2252
Seascape Capital Management
New Hampshire
$203K -$5.75K -90 -3%
AA
2253
Auxano Advisors
Washington
$202K – – –
PSCM
2254
Per Stirling Capital Management
Texas
$202K +$3.65K +57 +2%
PAI
2255
Pittenger & Anderson Inc
Nebraska
$201K +$12.8K +200 +7%
FTWA
2256
Fifth Third Wealth Advisors
Ohio
$201K +$201K +3,137 New
FFA
2257
Fi3 Financial Advisors
Indiana
$200K +$6.01K +94 +3%
CMS
2258
Capital Market Strategies
Florida
$200K +$200K +3,133 New
TSWM
2259
Tyler-Stone Wealth Management
Ohio
$200K +$200K +3,121 New
BAM
2260
Byrne Asset Management
New Jersey
$199K -$5.44K -85 -3%
AFS
2261
Annapolis Financial Services
Maryland
$197K – – –
BCMLT
2262
Beacon Capital Management LLC (Tennessee)
Tennessee
$196K +$320 +5 +0.2%
FCAG
2263
First Capital Advisors Group
New Jersey
$192K – – –
MHR
2264
Matthew Hamilton Rosenberg
$191K +$6.33K +99 +3%
MSFP
2265
Mark Sheptoff Financial Planning
Connecticut
$190K – – –
AA
2266
Addison Advisors
Vermont
$187K -$1.22K -19 -0.6%
TVWM
2267
Tower View Wealth Management
Wisconsin
$187K +$1.02K +16 +0.5%
SC
2268
Stephens Consulting
Michigan
$186K – – –
CT
2269
Clearstead Trust
Maine
$184K +$594 +9 +0.3%
FCG
2270
Financial Connections Group
California
$180K +$180K +2,830 New
PCFFS
2271
Pacific Center for Financial Services
California
$176K – – –
TFM
2272
TFC Financial Management
Massachusetts
$174K +$27.9K +436 +19%
NF
2273
Norwood Financial
Pennsylvania
$173K +$57.4K +898 +50%
BCP
2274
Blue Chip Partners
Michigan
$170K +$2.49K +39 +1%
RFG
2275
RFP Financial Group
Georgia
$170K +$138K +2,150 +423%
89 90
91
92 93