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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 %
SIMG
1751
Sonora Investment Management Group
Arizona
$542K +$20.5K +285 +4%
DWM
1752
Drive Wealth Management
Utah
$540K +$107K +1,489 +25%
AC
1753
Apella Capital
Connecticut
$540K +$165K +2,292 +44%
AWM
1754
Aberdeen Wealth Management
Illinois
$540K – – –
WI
1755
WrapManager Inc
California
$539K -$174K -2,418 -24%
LIA
1756
LBMC Investment Advisors
Tennessee
$538K +$576 +8 +0.1%
CPSC
1757
Carl P. Sherr & Co
Massachusetts
$537K +$9.35K +130 +2%
GWANC
1758
Guardian Wealth Advisors (North Carolina)
North Carolina
$536K -$1.22K -17 -0.2%
LFA
1759
Legacy Financial Advisors
Kentucky
$536K +$122K +1,700 +30%
WA
1760
Wealth Architects
California
$533K +$1.37K +19 +0.3%
DW
1761
Domani Wealth
Pennsylvania
$533K +$4.1K +57 +0.8%
CL
1762
COWA LLC
Oklahoma
$532K -$57.7K -802 -10%
YC
1763
Yarbrough Capital
Tennessee
$532K – – –
MA
1764
MCF Advisors
Kentucky
$532K – – –
CHJWM
1765
Carlton Hofferkamp & Jenks Wealth Management
Texas
$531K – – –
SWM
1766
Silverlake Wealth Management
Vermont
$531K +$288 +4 +0.1%
FFA
1767
Founders Financial Alliance
North Carolina
$530K +$23K +320 +5%
ACM
1768
Ardent Capital Management
Ohio
$529K +$529K +7,358 New
BMO
1769
Beck Mack & Oliver
New York
$529K – – –
OFG
1770
Oxford Financial Group
Indiana
$528K +$21.4K +298 +4%
HC
1771
Hamilton Capital
Ohio
$528K +$528K +7,342 New
KWS
1772
Keystone Wealth Services
California
$527K +$648 +9 +0.1%
RWA
1773
River Wealth Advisors
Pennsylvania
$526K -$2.81K -39 -0.5%
WAOI
1774
Wealth Advisors of Iowa
Iowa
$525K +$45K +626 +9%
RCM
1775
RB Capital Management
Nevada
$522K +$16.3K +226 +3%
69 70
71
72 73