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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.55B
2
AWA
2
Arete Wealth Advisors
Illinois
$1.98B
3
Boston Partners
3
Boston Partners
Massachusetts
$992M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.6B
5
Citadel Advisors
5
Citadel Advisors
Florida
$222M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$642M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4.25B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$436M
4
Franklin Resources
4
Franklin Resources
California
$199M
5
Bank of America
5
Bank of America
North Carolina
$2.89B
Name Market Value Shares Shares
Change 		Shares
Change %
ASFA
2626
All Season Financial Advisors
Colorado
– – -4,894 Closed
CFAM
2627
Center For Asset Management
Florida
– – -4,789 Closed
FCM
2628
Fourpath Capital Management
Oklahoma
– – -4,729 Closed
CWM
2629
Connecticut Wealth Management
Connecticut
– – -4,655 Closed
NCM
2630
Northside Capital Management
Oregon
– – -4,380 Closed
CCMD
2631
Cypress Capital Management (Delaware)
Delaware
– – -3,953 Closed
DU
2632
Delphia (USA)
Ontario, Canada
– – -3,595 Closed
Members Trust
2633
Members Trust
Florida
– – -3,540 Closed
CC
2634
Corton Capital
Ontario, Canada
– – -3,528 Closed
TCMP
2635
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -3,510 Closed
SICM
2636
Sustainable Insight Capital Management
New York
– – -3,469 Closed
WAM
2637
Watershed Asset Management
California
– – -3,465 Closed
AFM
2638
Andesa Financial Management
Pennsylvania
– – -3,451 Closed
RHJA
2639
Rice Hall James & Associates
California
– – -3,370 Closed
BONST
2640
Bank of Nova Scotia Trust
Ontario, Canada
– – -3,355 Closed
SIA
2641
SeaBridge Investment Advisors
New Jersey
– – -3,294 Closed
LAS
2642
LWM Advisory Services
Florida
– – -3,234 Closed
LA
2643
Lifeworks Advisors
Michigan
– – -3,200 Closed
DWM
2644
Destination Wealth Management
California
– – -3,136 Closed
ICA
2645
Infrastructure Capital Advisors
New York
– – -2,948 Closed
TL
2646
Tradewinds LLC
North Carolina
– – -2,943 Closed
FZCM
2647
Flynn Zito Capital Management
New York
– – -2,881 Closed
FAT
2648
First American Trust
California
– – -2,875 Closed
MAG
2649
Mayfair Advisory Group
Alabama
– – -2,842 Closed
PWM
2650
PBMares Wealth Management
Virginia
– – -2,836 Closed
104 105
106
107 108