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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 %
DBT
1476
Dubuque Bank & Trust
Iowa
$870K -$11.5K -160 -1%
RWP
1477
Ridgecrest Wealth Partners
California
$869K – – –
BFO
1478
Biltmore Family Office
North Carolina
$869K +$96.9K +1,347 +13%
SSWM
1479
Smith Salley Wealth Management
North Carolina
$869K +$48.2K +670 +6%
RPCONE
1480
Retirement Planning Company of New England
Rhode Island
$867K +$1.58K +22 +0.2%
FNBOSM
1481
First National Bank of South Miami
Florida
$866K +$31.5K +438 +4%
ZCA
1482
Zeke Capital Advisors
Pennsylvania
$866K -$61.2K -851 -7%
VBCG
1483
Valley Brook Capital Group
Pennsylvania
$866K – – –
MPWT
1484
MassMutual Private Wealth & Trust
Connecticut
$863K +$24.8K +344 +3%
RWMG
1485
Redwood Wealth Management Group
New Jersey
$862K +$862K +11,979 New
LWAM
1486
Legacy Wealth Asset Management
Minnesota
$861K +$4.97K +69 +0.6%
SIM
1487
Stratos Investment Management
Ohio
$857K -$432 -6 -0.1%
IWA
1488
Intercontinental Wealth Advisors
Texas
$857K +$18.8K +261 +2%
BP
1489
BBR Partners
New York
$856K – – –
FMB
1490
Field & Main Bank
Kentucky
$856K -$3.6K -50 -0.4%
SWA
1491
Sutton Wealth Advisors
Florida
$853K +$8.2K +114 +1%
HAM
1492
Hedges Asset Management
Nevada
$853K – – –
SWA
1493
Sax Wealth Advisors
New Jersey
$850K -$101K -1,400 -11%
CT
1494
Colonial Trust
South Carolina
$848K -$82.7K -1,150 -9%
SWM
1495
Selective Wealth Management
Virginia
$848K -$400K -5,400 -32%
EWA
1496
Exencial Wealth Advisors
Oklahoma
$846K +$253K +3,512 +43%
NW
1497
Naviter Wealth
Arkansas
$844K +$119K +1,629 +16%
BCB
1498
Brian C. Broderick
$842K – – –
CAL
1499
Capital Analysts LLC
Pennsylvania
$840K +$23.9K +333 +3%
BFA
1500
Beacon Financial Advisory
Ohio
$839K +$37K +514 +5%
58 59
60
61 62