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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 %
CNB
2176
Camden National Bank
Maine
$271K -$31.2K -433 -10%
QCIG
2177
Quad-Cities Investment Group
Iowa
$271K -$23.7K -329 -8%
FAG
2178
Fortitude Advisory Group
Washington
$270K +$144 +2 +0.1%
VC
2179
Vicus Capital
Pennsylvania
$270K -$5.47K -76 -2%
PA
2180
Probity Advisors
Texas
$269K -$40.3K -560 -13%
KWM
2181
Keebeck Wealth Management
Illinois
$268K +$5.83K +81 +2%
AFGAS
2182
Allegiance Financial Group Advisory Services
Virginia
$268K +$268K +3,726 New
MWM
2183
Merriman Wealth Management
Washington
$268K +$15.8K +220 +6%
GWA
2184
GGM Wealth Advisors
Maryland
$268K -$54K -739 -17%
DC
2185
DeDora Capital
California
$267K +$216 +3 +0.1%
PHAM
2186
Palisades Hudson Asset Management
Florida
$267K +$792 +11 +0.3%
TFA
2187
Trinity Financial Advisors
Ohio
$267K – – –
SFM
2188
Signet Financial Management
New Jersey
$266K +$6.26K +87 +2%
SCM
2189
SKBA Capital Management
California
$266K – – –
JSL
2190
JT Stratford LLC
Georgia
$266K +$5.61K +78 +2%
MPW
2191
MA Private Wealth
California
$264K +$576 +8 +0.2%
AWAP
2192
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K -$80.2K -1,115 -23%
GWM
2193
Greenwich Wealth Management
Connecticut
$264K +$15.9K +221 +6%
BBL
2194
Beck Bode LLC
Massachusetts
$264K -$9.71K -135 -4%
RWP
2195
Revolve Wealth Partners
New Jersey
$264K +$55.5K +772 +27%
AIA
2196
Arbor Investment Advisors
North Carolina
$264K +$27.7K +385 +12%
BAM
2197
Brave Asset Management
New Jersey
$263K – – –
PWAG
2198
Polaris Wealth Advisory Group
California
$263K -$6.62K -92 -2%
EDRIA
2199
Edmonds Duncan Registered Investment Advisors
Kansas
$263K – – –
AFC
2200
AFT Forsyth & Company
Florida
$262K -$5.76K -80 -2%
86 87
88
89 90