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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 %
LIM
1551
Longfellow Investment Management
Massachusetts
$764K – – –
CWM
1552
Congress Wealth Management
Massachusetts
$763K -$12.7K -177 -2%
PA
1553
Procyon Advisors
Connecticut
$762K +$98.2K +1,365 +15%
RHAM
1554
Round Hill Asset Management
California
$762K – – –
FWP
1555
FAS Wealth Partners
Kansas
$761K -$49.3K -685 -6%
FSA
1556
Franklin Street Advisors
North Carolina
$759K +$16.2K +225 +2%
NIM
1557
Northeast Investment Management
Massachusetts
$758K -$123K -1,709 -14%
RMDI
1558
R.M. Davis Inc
Maine
$758K +$42.5K +590 +6%
DG
1559
DMC Group
Alabama
$757K -$31.5K -435 -4%
TC
1560
Toews Corporation
New Jersey
$755K -$482K -6,700 -39%
PCA
1561
Personal Capital Advisors
California
$755K -$13.2K -184 -2%
SFG
1562
Summit Financial Group
West Virginia
$754K +$57.6K +800 +8%
OC
1563
Oakworth Capital
Alabama
$753K -$85.6K -1,190 -10%
ABLA
1564
Alan B. Lancz & Associates
Ohio
$750K – – –
CAGAS
1565
Capital Advisory Group Advisory Services
Minnesota
$750K -$5.4K -75 -0.7%
WIM
1566
WealthPlan Investment Management
Nebraska
$749K +$85.2K +1,165 +13%
BA
1567
Bridgewater Advisors
New York
$747K -$418K -5,816 -36%
RCM
1568
Raleigh Capital Management
North Carolina
$747K -$664K -9,231 -47%
LGA
1569
Lebenthal Global Advisors
New York
$747K +$151K +2,096 +25%
CL
1570
Choreo LLC
Illinois
$746K +$119K +1,649 +19%
PFA
1571
Pettinga Financial Advisors
Indiana
$746K -$9.07K -126 -1%
BMC
1572
Benin Management Corp
Connecticut
$745K -$9.14K -127 -1%
JFGIW
1573
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$743K -$10.1K -141 -1%
SFI
1574
SPC Financial Inc
Maryland
$742K +$25K +348 +3%
MM
1575
MQS Management
New York
$742K +$742K +10,309 New
61 62
63
64 65