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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,523 hedge funds and large institutions have $126B invested in Bristol-Myers Squibb in 2022 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 960 increasing their positions, 1,060 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,523
Holders Change
+21
Holders Change %
+0.84%
% of All Funds
42.66%
Holding in Top 10
132
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+55.29%
% of All Funds
2.23%
New
152
Increased
960
Reduced
1,060
Closed
96
Calls
$2.58B
Puts
$1.98B
Net Calls
+$597M
Net Calls Change
+$206M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.42B
2
Capital International Investors
Capital International Investors
California
+$1.17B
3
Morgan Stanley
Morgan Stanley
New York
+$663M
4
N
Natixis
France
+$375M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$374M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$666M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$521M
3
Franklin Resources
Franklin Resources
California
-$294M
4
SOMRS
State of Michigan Retirement System
Michigan
-$247M
5
IFP
Independent Franchise Partners
United Kingdom
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
1351
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2M +$287K +3,725 +31%
HWA
1352
HCR Wealth Advisors
California
$1.2M -$37.1K -479 -3%
WAOI
1353
Wealth Advisors of Iowa
Iowa
$1.2M +$804K +10,612 +203%
NCM
1354
NCM Capital Management
New Jersey
$1.19M – – –
AWE
1355
Avidian Wealth Enterprises
Texas
$1.19M +$60.1K +781 +5%
GLA
1356
Good Life Advisors
Pennsylvania
$1.19M -$18.6K -242 -2%
MCCP
1357
Mission Creek Capital Partners
California
$1.19M +$19.3K +251 +2%
RIA
1358
Richwood Investment Advisors
Ohio
$1.18M +$6.32K +82 +0.5%
BFM
1359
Boston Financial Management
Massachusetts
$1.18M +$14.1K +183 +1%
AI
1360
Accredited Investors
Minnesota
$1.18M -$32.1K -417 -3%
SIM
1361
Sentry Investment Management
Wisconsin
$1.18M -$267K -3,460 -18%
KCM
1362
KRS Capital Management
Michigan
$1.17M +$6.85K +89 +0.6%
LWAC
1363
Laurel Wealth Advisors (California)
California
$1.17M -$27.3K -355 -2%
BP
1364
BBR Partners
New York
$1.17M – – –
HC
1365
HNP Capital
New York
$1.17M +$76.5K +994 +7%
VRM
1366
Vectors Research Management
New York
$1.17M +$82.1K +1,067 +8%
LWM
1367
Loveless Wealth Management
Montana
$1.17M – – –
CA
1368
Claro Advisors
Massachusetts
$1.17M +$44.1K +573 +4%
EWM
1369
Evermay Wealth Management
Virginia
$1.16M +$43.8K +566 +4%
TYCC
1370
Texas Yale Capital Corp
Florida
$1.16M – – –
WE
1371
Wealth Effects
Massachusetts
$1.16M – – –
FA
1372
Fountainhead AM
New Jersey
$1.16M +$210K +2,724 +22%
CWM
1373
Cornerstone Wealth Management
Missouri
$1.15M -$5.54K -72 -0.5%
APP
1374
Avantax Planning Partners
Iowa
$1.15M -$113K -1,473 -9%
WT
1375
Washington Trust
Rhode Island
$1.15M -$78.7K -1,022 -6%
53 54
55
56 57