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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 %
WPW
1251
Waldron Private Wealth
Pennsylvania
$1.39M – – –
BHA
1252
Beech Hill Advisors
New York
$1.39M -$101K -1,410 -7%
CCP
1253
Carmel Capital Partners
California
$1.38M -$208K -2,894 -13%
JIP
1254
Jaffetilchin Investment Partners
Florida
$1.38M -$30.3K -421 -2%
CCG
1255
Coastwise Capital Group
California
$1.38M +$53.1K +738 +4%
MMPW
1256
Mitchell McLeod Pugh & Williams
Alabama
$1.37M -$72.9K -1,013 -5%
YWP
1257
YorkBridge Wealth Partners
New York
$1.37M -$21.2K -295 -2%
RWP
1258
RWA Wealth Partners
Massachusetts
$1.37M -$117K -1,620 -8%
BTWM
1259
Baker Tilly Wealth Management
Wisconsin
$1.37M +$119K +1,649 +10%
FFS
1260
Founders Financial Securities
Maryland
$1.37M -$64.7K -899 -5%
PCG
1261
Prosperity Consulting Group
Maryland
$1.36M +$2.52K +35 +0.2%
FNFDCM
1262
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.36M +$274K +3,805 +25%
AIC
1263
Archer Investment Corporation
Indiana
$1.36M -$50.4K -700 -4%
AT
1264
Arden Trust
Delaware
$1.36M -$5.76K -80 -0.4%
RIA
1265
Realta Investment Advisors
Delaware
$1.35M -$11.8K -164 -0.9%
EWM
1266
Empirical Wealth Management
Washington
$1.35M -$214K -2,969 -14%
GD
1267
Grandfield & Dodd
New York
$1.35M -$18.1K -251 -1%
FCFS
1268
First Command Financial Services
Texas
$1.34M – – –
FCB
1269
First Command Bank
Texas
$1.34M – – –
GPA
1270
Garrison Point Advisors
California
$1.34M – – –
AFG
1271
Allegheny Financial Group
Pennsylvania
$1.34M +$7.91K +110 +0.6%
CW
1272
CreativeOne Wealth
Kansas
$1.33M +$139K +1,928 +12%
WA
1273
Waddell & Associates
Tennessee
$1.33M +$6.69K +93 +0.5%
AIM
1274
Aspen Investment Management
Michigan
$1.33M -$26.8K -373 -2%
FMTCOCP
1275
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.33M +$12.3K +171 +0.9%
49 50
51
52 53