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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,523 hedge funds and large institutions have $126B invested in Bristol-Myers Squibb in 2022 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 960 increasing their positions, 1,060 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,523
Holders Change
+21
Holders Change %
+0.84%
% of All Funds
42.66%
Holding in Top 10
132
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+55.29%
% of All Funds
2.23%
New
152
Increased
960
Reduced
1,060
Closed
96
Calls
$2.58B
Puts
$1.98B
Net Calls
+$597M
Net Calls Change
+$206M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.59B
2
Capital International Investors
2
Capital International Investors
California
$2.93B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.79B
4
N
4
Natixis
France
$436M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.53B

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.41B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.75B
3
Franklin Resources
3
Franklin Resources
California
$932M
4
SOMRS
4
State of Michigan Retirement System
Michigan
$89.5M
5
IFP
5
Independent Franchise Partners
United Kingdom
$954M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
2576
Latitude Advisors
Florida
– -$340K -4,658 Closed
IWP
2577
Insight Wealth Partners
Texas
– -$337K -4,611 Closed
SWM
2578
Segment Wealth Management
Texas
– -$305K -4,173 Closed
PWP
2579
Personal Wealth Partners
Minnesota
– -$302K -4,129 Closed
PWM
2580
Prentice Wealth Management
New York
– -$278K -3,844 Closed
AWMT
2581
AAFMAA Wealth Management & Trust
North Carolina
– -$280K -3,839 Closed
TCOK
2582
Trust Company of Kansas
Kansas
– -$279K -3,825 Closed
GCM
2583
Graham Capital Management
Connecticut
– -$276K -3,791 Closed
TFA
2584
Trinity Financial Advisors
Ohio
– -$271K -3,710 Closed
HWM
2585
Howard Wealth Management
Connecticut
– -$268K -3,678 Closed
TI
2586
Truepoint Inc
Ohio
– -$250K -3,428 Closed
GAG
2587
GM Advisory Group
New York
– -$247K -3,376 Closed
FZCM
2588
Flynn Zito Capital Management
New York
– -$243K -3,331 Closed
NCM
2589
Noesis Capital Mangement
Florida
– -$243K -3,326 Closed
CCM
2590
Carlson Capital Management
Minnesota
– -$238K -3,261 Closed
LCM
2591
Lewis Capital Management
California
– -$235K -3,221 Closed
IWP
2592
Icon Wealth Partners
Texas
– -$230K -3,145 Closed
AWG
2593
Altus Wealth Group
Colorado
– -$225K -3,076 Closed
EWM
2594
Edge Wealth Management
New York
– -$223K -3,053 Closed
CFS
2595
CRA Financial Services
New Jersey
– -$219K -2,994 Closed
BFG
2596
Bouchey Financial Group
New York
– -$214K -2,929 Closed
OMC
2597
Old Mission Capital
Illinois
– -$214K -2,927 Closed
NC
2598
NBW Capital
Massachusetts
– -$210K -2,881 Closed
AWA
2599
Amplius Wealth Advisors
Pennsylvania
– -$209K -2,868 Closed
FWSM
2600
First Wilshire Securities Management
California
– -$208K -2,850 Closed
101 102 103
104
105