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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
$4.43B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.61B
3
Wells Fargo
Wells Fargo
California
$598M
4
Barclays
Barclays
United Kingdom
$394M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.86B
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$223M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$185M
4
BlackRock
BlackRock
New York
$11B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
2326
Albion Financial Group
Utah
$76.7K – – –
CFFP
2327
Center for Financial Planning
Michigan
$76.1K -$19.2K -300 -20%
TCM
2328
Tradewinds Capital Management
Washington
$76.1K +$640 +10 +0.8%
WOSD
2329
WFA of San Diego
California
$76K +$76K +1,188 New
IRAG
2330
Investment Research & Advisory Group
Georgia
$74.8K – – –
NOI
2331
Newton One Investments
Delaware
$74.8K +$576 +9 +0.8%
WWM
2332
Wolff Wiese Magana
California
$74.6K +$1.92K +30 +3%
NSG
2333
Nalls Sherbakoff Group
Tennessee
$73.5K – – –
MLA
2334
MB, Levis & Associates
Pennsylvania
$72K +$384 +6 +0.5%
TFGT
2335
TS Financial Group (TSFG)
Illinois
$70K +$13.1K +206 +23%
OPTFSNA
2336
Old Point Trust & Financial Services N A
Virginia
$69.5K +$69.5K +1,086 New
OA
2337
Operose Advisors
Wisconsin
$69.3K -$12K -187 -15%
SIS
2338
Strategic Investment Solutions
Illinois
$69.2K -$33.9K -524 -33%
BHWM
2339
Bay Harbor Wealth Management
Maryland
$67.4K -$5.12K -80 -7%
CTWM
2340
Cherry Tree Wealth Management
Minnesota
$66.6K +$66.6K +1,042 New
AAP
2341
Arax Advisory Partners
Colorado
$65.5K -$32.9K -515 -33%
BHWM
2342
Beaird Harris Wealth Management
Texas
$64.3K +$192 +3 +0.3%
FCMT
2343
Founders Capital Management (Texas)
Texas
$64K – – –
SFG
2344
Steward Financial Group
Texas
$61K +$61K +961 New
WAM
2345
WFA Asset Management
Wisconsin
$60.8K – – –
EARNEST Partners
2346
EARNEST Partners
Georgia
$60.6K – – –
JAM
2347
JCIC Asset Management
Ontario, Canada
$60.1K – – –
DI
2348
Disciplined Investments
Oklahoma
$59.5K +$320 +5 +0.5%
LTI
2349
Laffer Tengler Investments
Tennessee
$59.5K – – –
TFP
2350
Tilia Fiduciary Partners
North Carolina
$59.3K -$1.21K -19 -2%
92 93
94
95 96