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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 %
IAMOG
1801
Investors Asset Management of Georgia
Georgia
$520K – – –
CVM
1802
Cheviot Value Management
California
$520K – – –
JC
1803
JB Capital
Connecticut
$520K +$2.08K +27 +0.4%
PCC
1804
Park Circle Company
Maryland
$516K – – –
TWA
1805
TCI Wealth Advisors
Arizona
$516K +$13.6K +177 +3%
MAA
1806
Matrix Asset Advisors
New York
$515K -$38.4K -499 -7%
JGIA
1807
Jackson Grant Investment Advisers
Connecticut
$514K +$9.7K +126 +2%
TLCM
1808
Twin Lakes Capital Management
California
$512K -$28.5K -370 -5%
PWMG
1809
Pinnacle Wealth Management Group
Michigan
$512K +$4.39K +57 +0.9%
OHWP
1810
Oak Harbor Wealth Partners
North Carolina
$511K +$693 +9 +0.1%
GC
1811
Gratus Capital
Georgia
$510K +$76.2K +990 +18%
EWA
1812
ERTS Wealth Advisors
Michigan
$509K – – –
MTC
1813
McDaniel Terry & Co
Texas
$509K +$509K +6,615 New
B
1814
Barings
North Carolina
$507K +$78.7K +1,022 +18%
QTM
1815
qPULA Trading Management
New York
$505K +$505K +6,554 New
PGA
1816
Portland Global Advisors
Maine
$503K – – –
KPW
1817
Kore Private Wealth
New York
$498K +$14.6K +190 +3%
GA
1818
Geller Advisors
New York
$497K +$1.08K +14 +0.2%
FG
1819
Foster Group
Iowa
$497K +$102K +1,320 +26%
EA
1820
Ellsworth Advisors
Ohio
$497K +$255K +3,316 +106%
CAM
1821
Columbia Asset Management
Michigan
$495K +$495K +6,430 New
AMG
1822
Advisors Management Group
Wisconsin
$493K +$14.5K +188 +3%
RPWA
1823
Regent Peak Wealth Advisors
Georgia
$492K +$11.2K +145 +2%
BCM
1824
Becker Capital Management
Oregon
$490K – – –
TAM
1825
Trillium Asset Management
Massachusetts
$490K – – –
71 72
73
74 75