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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,313 hedge funds and large institutions have $84.2B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 929 increasing their positions, 961 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,313
Holders Change
-33
Holders Change %
-1.41%
% of All Funds
33.53%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
168
Increased
929
Reduced
961
Closed
176
Calls
$1.56B
Puts
$1.23B
Net Calls
+$325M
Net Calls Change
-$170M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.3B
2
Capital International Investors
Capital International Investors
California
+$470M
3
Pzena Investment Management
Pzena Investment Management
New York
+$363M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$296M
5
VanEck Associates
VanEck Associates
New York
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
3
Ameriprise
Ameriprise
Minnesota
-$433M
4
Fidelity International
Fidelity International
Bermuda
-$351M
5
BlackRock
BlackRock
New York
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$11.2M +$288K +5,435 +3%
SWP
327
Stratos Wealth Partners
Ohio
$11.2M +$325K +5,998 +3%
ELC
328
Edgar Lomax Company
Virginia
$11.1M +$4.82M +88,933 +76%
CWM
329
CIBC World Markets
New York
$11.1M -$36.2M -667,374 -77%
WHG
330
Westwood Holdings Group
Texas
$11.1M -$8.8M -162,213 -44%
CI
331
Capital International
California
$11M -$298K -5,487 -3%
PA
332
Pinnacle Associates
New York
$10.9M -$3.51M -64,784 -24%
CDH
333
Charles D. Hyman
$10.9M -$116K -2,135 -1%
UCFA
334
United Capital Financial Advisors
Texas
$10.8M +$390K +7,186 +4%
BRWA
335
B. Riley Wealth Advisors
Florida
$10.8M +$1.3M +22,462 +14%
TCA
336
Transcend Capital Advisors
New Jersey
$10.7M +$1.91M +35,159 +22%
SCA
337
Stonebridge Capital Advisors
Minnesota
$10.7M +$526K +9,700 +5%
AWS
338
Atria Wealth Solutions
New York
$10.6M +$423K +7,808 +4%
TAA
339
TB Alternative Assets
Cayman Islands
$10.6M +$10.6M +194,550 New
Point72 Asset Management
340
Point72 Asset Management
Connecticut
$10.5M +$10.5M +193,887 New
GS
341
GTS Securities
New York
$10.4M -$3.81M -70,279 -27%
CAM
342
Close Asset Management
United Kingdom
$10.4M -$3.62M -66,775 -26%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$10.3M -$330K -6,083 -3%
CM
344
Capital Management
Virginia
$10.3M +$414K +7,633 +4%
AssetMark Inc
345
AssetMark Inc
California
$10.3M +$1.89M +34,770 +22%
ONB
346
Old National Bancorp
Indiana
$10.3M +$1.09M +20,102 +12%
SC
347
Skylands Capital
Wisconsin
$10.2M +$522K +9,625 +5%
SMFG
348
Sumitomo Mitsui Financial Group
Japan
$10.2M +$559K +10,317 +6%
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$10.2M +$2.68M +49,342 +36%
EMPI
350
Elo Mutual Pension Insurance
Finland
$10.1M +$191K +3,528 +2%
12 13
14
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