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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 %
MIM
1026
MTM Investment Management
South Carolina
$2.1M -$94K -1,306 -4%
AWM
1027
Axxcess Wealth Management
California
$2.09M +$475K +6,605 +29%
HIA
1028
Harbor Investment Advisory
Maryland
$2.09M -$33.3K -463 -2%
AWA
1029
Alta Wealth Advisors
Massachusetts
$2.08M +$343K +4,761 +20%
PVM
1030
Palogic Value Management
Texas
$2.08M +$2.08M +28,852 New
CG
1031
Cutler Group
California
$2.07M +$867K +12,053 +72%
CFG
1032
Citizens Financial Group
Rhode Island
$2.07M -$156K -2,174 -7%
LIM
1033
Leavell Investment Management
Alabama
$2.07M -$7.48K -104 -0.4%
CCM
1034
Coldstream Capital Management
Washington
$2.07M +$2.07M +28,748 New
TC
1035
Truvestments Capital
Florida
$2.06M +$173K +2,400 +9%
NIG
1036
NFJ Investment Group
Texas
$2.06M -$13.1M -181,955 -86%
LFG
1037
Larson Financial Group
Missouri
$2.06M +$250K +3,473 +14%
DA
1038
Duality Advisers
Florida
$2.05M +$2.05M +28,553 New
SSA
1039
South Street Advisors
New York
$2.05M – – –
PNC
1040
Park National Corp
Ohio
$2.05M -$92.4K -1,284 -4%
DCM
1041
Dudley Capital Management
Virginia
$2.03M +$2.03M +28,227 New
PIA
1042
Petredis Investment Advisors
Pennsylvania
$2.03M +$2.03M +28,202 New
SGCA
1043
Steel Grove Capital Advisors
Tennessee
$2.03M +$41.6K +578 +2%
QIM
1044
Quest Investment Management
Oregon
$2.03M – – –
DWA
1045
Delos Wealth Advisors
Texas
$2.03M +$14.5K +202 +0.7%
JWCA
1046
J.W. Cole Advisors
Florida
$2.02M +$63.4K +881 +3%
PWA
1047
Providence Wealth Advisors
Illinois
$2.01M +$5.75K +80 +0.3%
BRA
1048
Bender Robert & Associates
California
$2.01M – – –
CCIA
1049
Cherry Creek Investment Advisors
Colorado
$2.01M +$29.8K +414 +2%
RPWA
1050
Regent Peak Wealth Advisors
Georgia
$2.01M +$350K +4,864 +21%
40 41
42
43 44