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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 %
TCB
2201
Texas Capital Bancshares
Texas
$262K – – –
HWM
2202
Howard Wealth Management
Connecticut
$262K -$2.88K -40 -1%
GFWA
2203
Grey Fox Wealth Advisors
Delaware
$260K +$260K +3,620 New
HHGA
2204
Halbert Hargrove Global Advisors
California
$260K -$24.4K -339 -9%
SEEDPG
2205
S.E.E.D. Planning Group
New York
$259K – – –
FNBOMD
2206
First National Bank of Mount Dora
Florida
$259K -$17.4K -242 -6%
KC
2207
Kingfisher Capital
North Carolina
$258K -$191K -2,653 -43%
QPW
2208
Quantum Private Wealth
Florida
$258K – – –
ATWA
2209
Arbor Trust Wealth Advisors
Michigan
$258K – – –
CC
2210
Callan Capital
California
$257K +$257K +3,575 New
KP
2211
Keel Point
Alabama
$257K +$53.5K +743 +26%
SMA
2212
Sage Mountain Advisors
Georgia
$257K +$257K +3,565 New
AA
2213
AlphaCentric Advisors
Puerto Rico
$253K +$253K +3,518 New
EIA
2214
Eldridge Investment Advisors
New Hampshire
$253K +$7.2K +100 +3%
ACM
2215
Armbruster Capital Management
New York
$253K – – –
NAG
2216
Northstar Advisory Group
New Jersey
$252K – – –
WW
2217
Westshore Wealth
California
$252K – – –
SFP
2218
Sandbox Financial Partners
Maryland
$252K +$14.8K +205 +6%
LNWTC
2219
Laird Norton Wetherby Trust Company
Washington
$252K +$252K +3,501 New
CSWM
2220
Cassady Schiller Wealth Management
Ohio
$252K -$69.2K -962 -22%
VCWA
2221
Vanguard Capital Wealth Advisors
Colorado
$252K +$252K +3,500 New
HFM
2222
Hartford Funds Management
Pennsylvania
$252K +$252K +3,496 New
MHWM
2223
Montz Harcus Wealth Management
Louisiana
$249K +$1.44K +20 +0.6%
LIG
2224
Lokken Investment Group
Delaware
$248K +$1.22K +17 +0.5%
PTCG
2225
Pring Turner Capital Group
California
$248K +$248K +3,440 New
87 88
89
90 91