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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 %
TBNY
1651
Trustco Bank (New York)
New York
$637K – – –
CIP
1652
Convergence Investment Partners
Florida
$635K -$78.8K -1,095 -11%
GFS
1653
GYL Financial Synergies
Connecticut
$632K +$87.9K +1,222 +16%
JE
1654
JMAC Enterprises
Pennsylvania
$631K -$51.4K -714 -8%
CPSAC
1655
Chas P. Smith & Associates (CPS)
Florida
$631K +$7.26K +101 +1%
PG
1656
Pendal Group
Australia
$631K -$304K -4,221 -32%
PCA
1657
Peddock Capital Advisors
Massachusetts
$629K +$216 +3 +0%
AC
1658
ASB Consultores
Florida
$628K +$37.3K +519 +6%
BMCM
1659
Burns Matteson Capital Management
New York
$628K +$628K +8,723 New
GAM
1660
Gould Asset Management
California
$626K -$32K -445 -5%
AWE
1661
Avidian Wealth Enterprises
Texas
$626K +$151K +2,103 +32%
EA
1662
Ellsworth Advisors
Ohio
$626K +$127K +1,754 +25%
CMI
1663
Clare Market Investments
Texas
$625K -$711K -9,885 -53%
AFP
1664
Ausdal Financial Partners
Iowa
$624K +$20.7K +288 +3%
WI
1665
Wedgewood Investors
Pennsylvania
$624K +$65.1K +905 +12%
PL
1666
Plancorp LLC
Missouri
$623K +$7.05K +98 +1%
PIA
1667
Powell Investment Advisors
Florida
$623K – – –
PIP
1668
Peachtree Investment Partners
Florida
$620K -$164K -2,274 -21%
HCP
1669
Hexagon Capital Partners
Arkansas
$619K -$77.6K -1,078 -11%
BEAM
1670
Baker Ellis Asset Management
Washington
$619K – – –
P
1671
&Partners
Tennessee
$618K -$2.88K -40 -0.5%
AP
1672
Appleton Partners
Massachusetts
$618K -$51.1K -710 -8%
LC
1673
LCNB Corp
Ohio
$616K +$7.2K +100 +1%
RFA
1674
Resurgent Financial Advisors
Georgia
$616K +$101K +1,409 +20%
DTC
1675
Davidson Trust Company
Washington
$614K – – –
65 66
67
68 69