BMY icon

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 %
GWI
1701
Grace & White Inc
New York
$581K – – –
EBA
1702
Eagle Bay Advisors
New York
$580K -$17.3K -240 -3%
BCM
1703
Bluefin Capital Management
New York
$579K +$57.6K +800 +11%
SAM
1704
Summit Asset Management
Tennessee
$579K +$72 +1 +0%
FDS
1705
First Dallas Securities
Texas
$578K -$476K -6,624 -45%
BFA
1706
Bill Few Associates
Pennsylvania
$578K – – –
TWA
1707
TCI Wealth Advisors
Arizona
$576K +$51.2K +711 +10%
HBW
1708
Hazlett, Burt & Watson
West Virginia
$575K +$7.19K +100 +1%
HTHT
1709
Hemenway Trust Hemenway Trust
New Hampshire
$574K -$5.83K -81 -1%
MSWM
1710
McGlone Suttner Wealth Management
Wisconsin
$572K +$572K +7,950 New
TW
1711
TrinityPoint Wealth
Connecticut
$572K +$45.4K +631 +9%
NFG
1712
Nations Financial Group
Iowa
$571K +$142K +1,975 +33%
FTC
1713
Farmers Trust Company
Ohio
$570K +$38.4K +533 +7%
AGC
1714
Aspen Grove Capital
Colorado
$567K +$567K +7,874 New
ODG
1715
O'Dell Group
Ohio
$566K -$9.5K -132 -2%
TAM
1716
Townsend Asset Management
North Carolina
$566K +$43.2K +600 +8%
LWMG
1717
Levy Wealth Management Group
Pennsylvania
$565K -$3.24K -45 -0.6%
ST
1718
Sabal Trust
Florida
$565K -$9.14K -127 -2%
LA
1719
Legacy Advisors
Pennsylvania
$565K +$19.8K +275 +4%
SFP
1720
Shepherd Financial Partners
Massachusetts
$564K +$9.07K +126 +2%
OCBCO
1721
Oversea-Chinese Banking Corp (OCBC)
Singapore
$563K +$563K +7,822 New
HA
1722
HC Advisors
Georgia
$563K +$216K +3,000 +62%
ACA
1723
Atlas Capital Advisors
Wyoming
$563K +$8.92K +124 +2%
BAM
1724
BOS Asset Management
Illinois
$563K +$563K +7,818 New
HGWM
1725
Horst & Graben Wealth Management
Oregon
$562K +$3.53K +49 +0.6%
67 68
69
70 71