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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 %
CWP
1076
Capital Wealth Planning
Florida
$1.92M – – –
CT
1077
Chicago Trust
Illinois
$1.92M -$69.8K -970 -4%
CBC
1078
Coombe, Bender & Co
New York
$1.91M -$92.7K -1,289 -5%
BIAS
1079
Beacon Investment Advisory Services
New Jersey
$1.91M -$51.6K -717 -3%
RG
1080
Rathbones Group
United Kingdom
$1.91M -$5.4K -75 -0.3%
WGCA
1081
Wolf Group Capital Advisors
Virginia
$1.9M -$138K -1,918 -7%
AP
1082
Americana Partners
Texas
$1.9M -$1.07M -14,839 -36%
CI
1083
Cigna Investments
Connecticut
$1.9M +$10.1K +141 +0.5%
JIM
1084
Jensen Investment Management
Oregon
$1.9M – – –
AWM
1085
Aries Wealth Management
Maine
$1.89M +$47.6K +661 +3%
DFA
1086
Delta Financial Advisors
Louisiana
$1.88M +$2.3K +32 +0.1%
HCM
1087
Howland Capital Management
Massachusetts
$1.88M +$63K +875 +3%
CWM
1088
C2C Wealth Management
Arizona
$1.87M -$333K -4,536 -15%
RMAM
1089
Raab & Moskowitz Asset Management
New Jersey
$1.87M -$88.4K -1,229 -5%
CWM
1090
Compass Wealth Management
Connecticut
$1.87M +$1.87M +25,934 New
CANY
1091
Caxton Associates (New York)
New York
$1.86M +$1.86M +25,904 New
MMG
1092
Monetary Management Group
Missouri
$1.86M -$54K -750 -3%
SC
1093
Stolper & Co
Oklahoma
$1.86M -$318K -4,425 -15%
TC
1094
Telemus Capital
Michigan
$1.85M -$35K -479 -2%
MCC
1095
Money Concepts Capital
Florida
$1.85M +$592K +8,227 +47%
MAM
1096
Mastrapasqua Asset Management
Tennessee
$1.85M +$188K +2,608 +11%
BA
1097
Bellwether Advisors
Nebraska
$1.85M -$431K -5,994 -19%
WWA
1098
WCG Wealth Advisors
Nevada
$1.84M +$1.53M +21,315 +494%
CAAS
1099
Capital Asset Advisory Services
Michigan
$1.84M +$256K +3,512 +16%
HI
1100
Humankind Investments
New York
$1.84M -$53.7K -747 -3%
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