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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 %
WTA
1551
Washington Trust Advisors
Massachusetts
$830K +$36.2K +471 +5%
CA
1552
Crewe Advisors
Utah
$830K +$99.6K +1,293 +14%
MP
1553
McDonald Partners
Ohio
$825K -$38.4K -498 -4%
TCM
1554
Traynor Capital Management
Pennsylvania
$824K -$43.1K -560 -5%
PL
1555
Parthenon LLC
Kentucky
$824K – – –
FWP
1556
FAS Wealth Partners
Kansas
$819K +$223K +2,897 +37%
LIM
1557
Longfellow Investment Management
Massachusetts
$818K -$1.19M -15,429 -59%
CGA
1558
Crescent Grove Advisors
Illinois
$818K -$481K -6,200 -37%
RHAM
1559
Round Hill Asset Management
California
$815K – – –
FSA
1560
Franklin Street Advisors
North Carolina
$815K +$73.2K +950 +10%
CCM
1561
Crew Capital Management
Ohio
$811K -$11.5K -150 -1%
BMC
1562
Benin Management Corp
Connecticut
$809K -$385 -5 -0%
PFA
1563
Pettinga Financial Advisors
Indiana
$808K -$11.6K -150 -1%
KFA
1564
Krane Funds Advisors
New York
$807K -$240K -3,112 -23%
CWM
1565
Congress Wealth Management
Massachusetts
$807K -$59.5K -774 -7%
ATIA
1566
American Trust Investment Advisors
New Hampshire
$805K +$3.08K +40 +0.4%
OAM
1567
Occidental Asset Management
California
$802K -$5.77K -75 -0.7%
CAGAS
1568
Capital Advisory Group Advisory Services
Minnesota
$800K -$11.8K -155 -1%
MWC
1569
MBM Wealth Consultants
Missouri
$798K +$24.2K +313 +3%
ORC
1570
O'Rourke & Company
Massachusetts
$796K -$365K -4,744 -31%
MIP
1571
Marietta Investment Partners
Wisconsin
$793K – – –
BTI
1572
Blue Trust Inc
Georgia
$792K +$792K +10,845 New
FFA
1573
First Foundation Advisors
California
$790K +$57.7K +750 +8%
CIP
1574
Convergence Investment Partners
Florida
$789K +$129K +1,671 +19%
BA
1575
Bridgewater Advisors
New York
$787K -$337K -4,373 -30%
61 62
63
64 65