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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 %
SWM
1751
Silverlake Wealth Management
Vermont
$568K +$10.5K +136 +2%
THWM
1752
Taylor Hoffman Wealth Management
Virginia
$567K – – –
WKSWA
1753
White Knight Strategic Wealth Advisors
New Jersey
$566K -$61.8K -802 -10%
DW
1754
Domani Wealth
Pennsylvania
$566K – – –
SIA
1755
SkyView Investment Advisors
New Jersey
$566K +$216K +2,805 +62%
RCG
1756
Regatta Capital Group
California
$565K -$20.9K -271 -4%
BOS
1757
Bank of Stockton
California
$565K – – –
CPSC
1758
Carl P. Sherr & Co
Massachusetts
$565K +$23.1K +300 +4%
OFS
1759
OneAscent Financial Services
Alabama
$565K +$309K +4,013 +121%
KWS
1760
Keystone Wealth Services
California
$562K -$3.23K -42 -0.6%
FLAM
1761
First Light Asset Management
Minnesota
$559K – – –
VHAM
1762
Van Hulzen Asset Management
California
$558K -$9.24K -120 -2%
SIMG
1763
Sonora Investment Management Group
Arizona
$558K +$112K +1,451 +25%
VWA
1764
Visionary Wealth Advisors
Illinois
$554K -$102K -1,322 -16%
CIA
1765
Cohen Investment Advisors
New Hampshire
$554K -$4.55K -59 -0.8%
NSCM
1766
New South Capital Management
Tennessee
$554K – – –
LWANC
1767
Laurel Wealth Advisors (North Carolina)
North Carolina
$553K – – –
HPWM
1768
Highland Private Wealth Management
Washington
$553K +$34.7K +451 +7%
CHJWM
1769
Carlton Hofferkamp & Jenks Wealth Management
Texas
$552K – – –
SCM
1770
Schnieders Capital Management
California
$552K +$65.5K +850 +13%
CSI
1771
Cross Staff Investments
New York
$551K +$385 +5 +0.1%
PWW
1772
Pettyjohn Wood & White
Virginia
$551K +$19.1K +248 +4%
MWA
1773
Meridian Wealth Advisors
Texas
$551K +$67.4K +875 +14%
AIP
1774
Almanack Investment Partners
Pennsylvania
$550K -$29.3K -378 -5%
SAM
1775
SP Asset Management
California
$548K +$3.85K +50 +0.7%
69 70
71
72 73