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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 %
LTAS
1176
Linden Thomas Advisory Services
North Carolina
$1.57M +$1.57M +21,757 New
WAL
1177
W Advisors LLC
Tennessee
$1.56M -$176K -2,442 -10%
ESB
1178
Essex Savings Bank
Connecticut
$1.55M +$25.8K +358 +2%
CWM
1179
Campbell Wealth Management
Virginia
$1.55M +$3.88K +54 +0.3%
QPWM
1180
Quadrant Private Wealth Management
Pennsylvania
$1.55M +$1.55M +21,568 New
NME
1181
Notis-McConarty Edward
$1.55M -$57.6K -800 -4%
ZIC
1182
ZWJ Investment Counsel
Georgia
$1.55M +$1.8K +25 +0.1%
TNA
1183
True North Advisors
Texas
$1.55M +$72 +1 +0%
CCB
1184
Cutter & Co Brokerage
Missouri
$1.54M -$56.4K -784 -4%
FFM
1185
Forum Financial Management
Illinois
$1.54M +$36.9K +513 +2%
AAS
1186
Ameritas Advisory Services
Nebraska
$1.54M +$134K +1,859 +10%
VT
1187
Vise Technologies
New York
$1.54M +$300K +4,173 +24%
KIC
1188
Keating Investment Counselors
Florida
$1.54M +$122K +1,700 +9%
BWM
1189
BigSur Wealth Management
Florida
$1.53M – – –
NDSI
1190
Newman Dignan & Sheerar Inc
Rhode Island
$1.53M +$31.1K +432 +2%
HT
1191
HighTower Trust
Texas
$1.53M +$20.3K +282 +1%
JIC
1192
Joel Isaacson & Co
New York
$1.53M +$2.16K +30 +0.1%
CCA
1193
Cobblestone Capital Advisors
New York
$1.53M +$14K +195 +0.9%
MA
1194
Montag & Associates
Georgia
$1.53M +$8.92K +124 +0.6%
IMC Chicago
1195
IMC Chicago
Illinois
$1.53M +$1.53M +21,217 New
EIA
1196
Edgemoor Investment Advisors
Maryland
$1.52M – – –
OPS
1197
Orion Portfolio Solutions
Nebraska
$1.52M +$437K +6,070 +40%
HCM
1198
Hengehold Capital Management
Ohio
$1.52M +$144 +2 +0%
CFMC
1199
Curbstone Financial Management Corp
New Hampshire
$1.52M -$153K -2,122 -9%
GCM
1200
Graham Capital Management
Connecticut
$1.52M +$1.52M +21,072 New
46 47
48
49 50