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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBTD
826
Citizens National Bank Trust Department
Mississippi
$3.12M -$4.03K -56 -0.1%
KA
827
Keene & Associates
Texas
$3.11M -$238K -3,301 -7%
RCA
828
Resonant Capital Advisors
Wisconsin
$3.11M +$63.9K +888 +2%
1SB
829
1ST Source Bank
Indiana
$3.11M -$62.8K -873 -2%
FB
830
Fulton Bank
Pennsylvania
$3.1M -$433K -6,019 -12%
NFC
831
Northeast Financial Consultants
Connecticut
$3.1M – – –
EFS
832
Essex Financial Services
Connecticut
$3.09M +$137K +1,907 +5%
MCP
833
Mirador Capital Partners
California
$3.09M -$25.6K -356 -0.8%
OPA
834
Old Port Advisors
Maine
$3.08M -$19.9K -276 -0.6%
PTC
835
Philadelphia Trust Company
Pennsylvania
$3.07M -$2.16K -30 -0.1%
PGAM
836
Princeton Global Asset Management
New Jersey
$3.06M +$175K +2,439 +6%
PA
837
Profund Advisors
Maryland
$3.06M -$48.3K -671 -2%
AIA
838
Affinity Investment Advisors
California
$3.06M – – –
SWM
839
SeaCrest Wealth Management
New York
$3.05M -$451K -6,266 -13%
RWM
840
Ritholtz Wealth Management
New York
$3.05M -$552K -7,676 -15%
AAM
841
Aureus Asset Management
Massachusetts
$3.04M +$386K +5,371 +15%
SCA
842
Snowden Capital Advisors
New York
$3.03M -$14.6K -203 -0.5%
IA
843
IFP Advisors
Florida
$3.02M +$52K +956 +2%
BOC
844
Barbara Oil Co
Illinois
$3.02M – – –
AF
845
Advisornet Financial
Minnesota
$3.02M -$14.2K -198 -0.5%
AIM
846
Aigen Investment Management
New York
$3M +$3M +41,754 New
ACM
847
Altrius Capital Management
North Carolina
$3M -$95.3K -1,325 -3%
SFO
848
Stokes Family Office
Louisiana
$2.99M +$53.9K +749 +2%
AOWM
849
Alpha Omega Wealth Management
Virginia
$2.99M -$43.2K -600 -1%
TFA
850
Transamerica Financial Advisors
Florida
$2.98M +$299K +4,159 +11%
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