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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 %
TAM
426
Tocqueville Asset Management
New York
$6.58M -$14.9K -275 -0.2%
SCM
427
Shelton Capital Management
Colorado
$6.53M -$304K -5,598 -4%
CIC
428
Canal Insurance Company
South Carolina
$6.51M – – –
SAM
429
Securian Asset Management
Minnesota
$6.5M -$489K -9,021 -7%
TC
430
TownSquare Capital
Utah
$6.48M +$369K +6,806 +6%
ASN
431
Advisory Services Network
Georgia
$6.48M +$2.07M +38,163 +47%
SFA
432
Sequoia Financial Advisors
Ohio
$6.47M +$2.29M +42,244 +55%
ACIM
433
Azimuth Capital Investment Management
Michigan
$6.47M -$419K -7,724 -6%
JFG
434
Jefferies Financial Group
New York
$6.46M -$4.15M -76,577 -39%
SYBT
435
Stock Yards Bank & Trust
Kentucky
$6.45M -$65.7K -1,212 -1%
LSERS
436
Louisiana State Employees Retirement System
Louisiana
$6.42M -$249K -4,600 -4%
FCBT
437
First Citizens Bank & Trust
North Carolina
$6.42M +$1.98M +36,420 +44%
CAMG
438
CWA Asset Management Group
Florida
$6.37M +$4.99M +92,099 +362%
MGP
439
Metis Global Partners
California
$6.34M -$122K -2,251 -2%
A
440
Allianz
Germany
$6.32M +$6.32M +116,583 New
GI
441
GAMCO Investors
Connecticut
$6.32M -$106K -1,957 -2%
LGF
442
LGT Group Foundation
Liechtenstein
$6.29M -$9.05M -166,912 -59%
OTPPB
443
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.27M +$3.44M +63,399 +121%
JIC
444
Johnson Investment Counsel
Ohio
$6.23M -$244K -4,504 -4%
MCM
445
Marathon Capital Management
Maryland
$6.23M +$40.5K +746 +0.7%
IGAM
446
iA Global Asset Management
Quebec, Canada
$6.21M +$142K +2,623 +2%
BHWA
447
Beacon Harbor Wealth Advisors
Virginia
$6.2M +$4.41M +81,304 +246%
BWL
448
Bogart Wealth LLC
Virginia
$6.18M +$154K +2,836 +3%
WA
449
WealthTrust Axiom
Pennsylvania
$6.07M -$52.8K -974 -0.9%
SAM
450
Silvercrest Asset Management
New York
$6.06M -$21K -387 -0.3%
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