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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 %
BOPW
1726
Brandywine Oak Private Wealth
Pennsylvania
$561K -$4.89K -68 -0.9%
SIAG
1727
Signet Investment Advisory Group
Rhode Island
$561K -$129K -1,795 -19%
GA
1728
Greytown Advisors
Florida
$560K -$58.2K -809 -9%
VWA
1729
Visionary Wealth Advisors
Illinois
$560K +$45.9K +637 +9%
PWP
1730
Perfromance Wealth Partners
Illinois
$559K +$106K +1,467 +23%
CG
1731
Corundum Group
Colorado
$558K +$27.9K +387 +5%
HIIFS
1732
Harel Insurance Investments & Financial Services
Israel
$556K +$391K +5,427 +236%
MAM
1733
McLean Asset Management
Virginia
$555K +$2.3K +32 +0.4%
EB
1734
Eastern Bank
Massachusetts
$555K – – –
BIA
1735
Bigelow Investment Advisors
Maine
$554K -$55.8K -775 -9%
SAM
1736
Security Asset Management
New York
$552K -$25.2K -350 -4%
KFI
1737
Key Financial Inc
Pennsylvania
$552K – – –
SJL
1738
Shayne & Jacobs LLC
Tennessee
$549K +$3.53K +49 +0.6%
IDBONY
1739
Israel Discount Bank of New York
New York
$549K -$24.3K -338 -4%
BCAM
1740
Boston Common Asset Management
Massachusetts
$549K +$12.2K +169 +2%
RCG
1741
Regatta Capital Group
California
$548K +$432 +6 +0.1%
WAM
1742
WNY Asset Management
New York
$548K +$2.95K +41 +0.5%
CAG
1743
Csenge Advisory Group
Florida
$548K +$14.2K +197 +3%
BC
1744
Bridgefront Capital
Texas
$546K +$546K +7,589 New
CIA
1745
Cohen Investment Advisors
New Hampshire
$545K +$28.4K +395 +5%
AWM
1746
AllSquare Wealth Management
New York
$545K – – –
SIA
1747
Soltis Investment Advisors
Utah
$544K -$132K -1,832 -19%
PBO
1748
Peoples Bank (Ohio)
Ohio
$544K -$720 -10 -0.1%
AT
1749
American Trust
Kentucky
$543K -$9.07K -126 -2%
FCFC
1750
First Commonwealth Financial Corp
Pennsylvania
$543K -$41.2K -572 -7%
68 69
70
71 72