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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 %
AWM
2201
Atticus Wealth Management
Florida
$253K +$244K +3,166 +2,729%
CCA
2202
Cadent Capital Advisors
Oklahoma
$252K -$4.94K -64 -2%
AIA
2203
Arbor Investment Advisors
North Carolina
$252K +$3.07K +40 +1%
KFGK
2204
Keystone Financial Group (Kentucky)
Kentucky
$251K – – –
TCPWM
2205
Traverso Chambers Private Wealth Management
California
$251K – – –
BFPW
2206
BOK Financial Private Wealth
Colorado
$250K -$741K -9,571 -75%
DCM
2207
Deuterium Capital Management
Florida
$250K – – –
ZIG
2208
Zullo Investment Group
Pennsylvania
$250K +$771 +10 +0.3%
HC
2209
Hamilton Capital
Ohio
$249K -$5.24K -68 -2%
NWM
2210
Northcape Wealth Management
New York
$248K -$160K -2,080 -39%
APW
2211
Austin Private Wealth
Texas
$248K +$248K +3,225 New
SA
2212
Syntax Advisors
New York
$247K -$9.78K -127 -4%
VCG
2213
Vantage Consulting Group
Virginia
$247K -$9.78K -127 -4%
IFPG
2214
Intrepid Financial Planning Group
Indiana
$247K +$247K +3,205 New
PAIM
2215
Punch & Associates Investment Management
Minnesota
$246K -$4.31K -56 -2%
WAM
2216
Watershed Asset Management
California
$245K -$58.5K -759 -19%
MCWS
2217
McKinley Carter Wealth Services
West Virginia
$245K -$77 -1 -0%
BCM
2218
Brown Capital Management
Maryland
$245K – – –
PG
2219
Patten Group
Tennessee
$245K – – –
T
2220
TNF
Montana
$245K +$73 +1 +0%
4WM
2221
44 Wealth Management
Oregon
$244K +$2.54K +33 +1%
FC
2222
Financial Consulate
Maryland
$243K – – –
SCM
2223
Seascape Capital Management
New Hampshire
$242K +$242K +3,138 New
AA
2224
Argent Advisors
Louisiana
$241K +$3.85K +50 +2%
RC
2225
Rovin Capital
Arizona
$240K -$347K -4,513 -59%
87 88
89
90 91