BMY icon

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 %
SHWM
2301
Smith & Howard Wealth Management
Georgia
$208K +$208K +2,698 New
KBFS
2302
Kohmann Bosshard Financial Services
Ohio
$208K +$208K +2,707 New
VCWA
2303
Vanguard Capital Wealth Advisors
Colorado
$207K -$452K -5,900 -69%
MM
2304
MQS Management
New York
$206K -$102K -1,321 -33%
TPW
2305
Tiller Private Wealth
Pennsylvania
$206K +$206K +2,670 New
IAP
2306
Indie Asset Partners
Indiana
$206K +$206K +2,673 New
TLFA
2307
True Link Financial Advisors
California
$206K +$206K +2,675 New
JWM
2308
JGP Wealth Management
Oregon
$205K +$1.6K +21 +0.8%
DWM
2309
Doyle Wealth Management
Florida
$205K +$205K +2,659 New
FBC
2310
Fairfield, Bush & Co
Connecticut
$203K -$26.2K -340 -11%
CHA
2311
Cooper/Haims Advisors
New York
$203K +$203K +2,639 New
CMS
2312
Capital Market Strategies
Florida
$203K +$203K +2,639 New
GWM
2313
Gitterman Wealth Management
New Jersey
$203K +$203K +2,647 New
SFP
2314
Sandbox Financial Partners
Maryland
$202K +$202K +2,626 New
BWM
2315
Bulltick Wealth Management
Florida
$202K -$15.5K -200 -7%
GFPC
2316
Global Financial Private Client
Florida
$201K +$12.1K +158 +6%
BCM
2317
Blume Capital Management
California
$201K -$15.4K -200 -7%
OAG
2318
Orbis Allan Gray
Bermuda
$201K – – –
LCS
2319
Levin Capital Strategies
New York
$201K +$201K +2,610 New
RFN
2320
RDA Financial Network
Iowa
$201K +$201K +2,613 New
HWA
2321
Heartwood Wealth Advisors
Virginia
$201K +$201K +2,616 New
RPSA
2322
Richard P. Slaughter Associates
Texas
$201K +$201K +2,620 New
MAG
2323
Mayfair Advisory Group
Alabama
$201K +$201K +2,725 New
CBOR
2324
Community Bank of Raymore
Missouri
$200K -$308K -4,000 -61%
MAA
2325
Mraz Amerine & Associates
California
$200K +$200K +2,600 New
91 92
93
94 95