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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 %
IFWM
1001
Institute for Wealth Management
Colorado
$2.21M -$4.03K -56 -0.2%
SCA
1002
Sippican Capital Advisors
Massachusetts
$2.21M -$10.9K -152 -0.5%
HL
1003
HeadInvest LLC
Maine
$2.21M +$191K +2,654 +9%
LSA
1004
Lansing Street Advisors
Pennsylvania
$2.21M +$113K +1,568 +5%
LJAC
1005
L.J. Altfest & Co
New York
$2.2M -$50.6K -703 -2%
WPC
1006
White Pine Capital
Minnesota
$2.19M +$38.1K +529 +2%
XWM
1007
Xcel Wealth Management
Florida
$2.19M -$176K -2,450 -7%
GP
1008
Girard Partners
Pennsylvania
$2.19M +$140K +1,944 +7%
MCM
1009
Mork Capital Management
California
$2.16M – – –
GLLW
1010
Graves Light Lenhart Wealth
Virginia
$2.15M – – –
TCMG
1011
TSP Capital Management Group
New Jersey
$2.15M +$2.15M +29,920 New
FG
1012
Fiduciary Group
Georgia
$2.15M -$61.6K -856 -3%
CAM
1013
Covenant Asset Management
New Jersey
$2.14M +$297K +4,122 +16%
AAM
1014
Azzad Asset Management
Virginia
$2.14M -$55.4K -770 -3%
SLT
1015
St Louis Trust
Missouri
$2.14M +$93.9K +1,305 +5%
TTWM
1016
TCV Trust & Wealth Management
Virginia
$2.13M -$16.5K -229 -0.8%
RSVP
1017
Ramsay Stattman Vela & Price
Colorado
$2.13M – – –
SCM
1018
Stonebridge Capital Management
California
$2.13M -$147K -2,050 -6%
PWMAG
1019
Pinnacle Wealth Management Advisory Group
New Jersey
$2.12M -$84.4K -1,173 -4%
CIA
1020
Cladis Investment Advisory
Montana
$2.11M -$87.6K -1,218 -4%
WP
1021
WealthSource Partners
California
$2.11M -$338K -4,698 -14%
EHWM
1022
Eads & Heald Wealth Management
Georgia
$2.11M +$231K +3,214 +12%
AAM
1023
Auxier Asset Management
Oregon
$2.1M – – –
MME
1024
Meag Munich Ergo
Germany
$2.1M – – –
SS
1025
Simplicity Solutions
Minnesota
$2.1M +$398K +5,532 +23%
39 40
41
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