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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 %
HA
1901
Hamel Associates
New Jersey
$425K -$42.5K -590 -9%
LF
1902
Lantz Financial
Illinois
$425K -$81.9K -1,138 -16%
CTA
1903
Colonial Trust Advisors
South Carolina
$425K -$48.5K -674 -10%
CS
1904
Capital Square
Tennessee
$425K -$9.93K -138 -2%
IGGA
1905
Iron Gate Global Advisors
Utah
$424K – – –
TWM
1906
Thrive Wealth Management
Pennsylvania
$424K +$43.8K +609 +12%
FWM
1907
Focused Wealth Management
New York
$423K +$1.15K +16 +0.3%
FSA
1908
Fort Sheridan Advisors
Illinois
$423K -$8.35K -116 -2%
GFP
1909
Gryphon Financial Partners
Ohio
$423K -$37.5K -521 -8%
HCM
1910
Hall Capital Management
Rhode Island
$422K – – –
CFP
1911
Catalyst Financial Partners
Massachusetts
$421K +$421K +5,856 New
BFC
1912
Bedel Financial Consulting
Indiana
$421K – – –
GWCM
1913
Godshalk Welsh Capital Management
Pennsylvania
$421K -$5.76K -80 -1%
JSW
1914
Journey Strategic Wealth
New Jersey
$420K +$2.16K +30 +0.5%
AFG
1915
AFS Financial Group
Maryland
$418K +$418K +5,816 New
RWB
1916
RMR Wealth Builders
New Jersey
$418K +$719 +10 +0.2%
SC
1917
SRB Corp
Massachusetts
$418K – – –
JFL
1918
Jarislowsky, Fraser Ltd
Quebec, Canada
$418K -$8.63K -120 -2%
EGA
1919
E&G Advisors
Texas
$417K +$14.4K +200 +4%
IAS
1920
IMA Advisory Services
Colorado
$416K – – –
TWM
1921
Tradition Wealth Management
Minnesota
$416K +$1.94K +27 +0.5%
SAA
1922
Southeast Asset Advisors
Georgia
$416K – – –
FL
1923
Fort LP
Maryland
$415K -$155K -2,160 -27%
EWA
1924
EverSource Wealth Advisors
Alabama
$414K +$117K +1,622 +39%
TFCP
1925
Twin Focus Capital Partners
Massachusetts
$414K +$2.95K +41 +0.7%
75 76
77
78 79