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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 %
PA
2251
Parkside Advisors
California
$227K -$10.4K -134 -4%
ETM
2252
Euclidean Technologies Management
Washington
$227K – – –
E
2253
ETFidea
New York
$227K +$227K +2,947 New
WFAG
2254
Wescott Financial Advisory Group
Pennsylvania
$225K +$7.54K +98 +3%
LAS
2255
LWM Advisory Services
Florida
$225K +$225K +2,923 New
RWP
2256
Revolve Wealth Partners
New Jersey
$224K -$3.47K -45 -2%
TL
2257
Tradewinds LLC
North Carolina
$224K +$224K +2,904 New
SC
2258
Stephens Consulting
Michigan
$224K -$3.85K -50 -2%
SFS
2259
Strategic Financial Services
New York
$223K -$9.17K -119 -4%
FH
2260
FWG Holdings
Florida
$223K +$154 +2 +0.1%
WC
2261
Whitney & Co
New York
$223K +$1K +13 +0.5%
KWM
2262
KerberRose Wealth Management
Wisconsin
$223K +$223K +2,893 New
MSFP
2263
Mark Sheptoff Financial Planning
Connecticut
$222K – – –
MTIC
2264
Missouri Trust & Investment Company
Missouri
$221K – – –
TVWM
2265
Tower View Wealth Management
Wisconsin
$221K +$154 +2 +0.1%
ES
2266
ETF Store
Kansas
$221K +$682 +9 +0.3%
GWM
2267
Greenwich Wealth Management
Connecticut
$220K +$220K +2,855 New
EWP
2268
Engrave Wealth Partners
Texas
$219K +$538 +7 +0.2%
PWM
2269
PBMares Wealth Management
Virginia
$218K -$4.15K -54 -2%
CFG
2270
Compton Financial Group
Maryland
$218K – – –
DWP
2271
Destiny Wealth Partners
Florida
$218K +$112K +1,455 +106%
CAC
2272
Certified Advisory Corp
Florida
$217K +$3.08K +40 +1%
WIC
2273
Wilkins Investment Counsel
Massachusetts
$216K – – –
AA
2274
Auxano Advisors
Washington
$216K – – –
CPA
2275
Cardiff Park Advisors
California
$215K +$215K +2,794 New
89 90
91
92 93