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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 %
NB
501
NBT Bank
New York
$5.11M -$241K -4,437 -4%
OPCM
502
Osborne Partners Capital Management
California
$5.1M – – –
SW
503
SVB Wealth
Massachusetts
$5.1M +$29.1K +536 +0.6%
RBC
504
Romano Brothers & Co
Illinois
$5.07M -$333K -6,147 -6%
FNT
505
First National Trust
Pennsylvania
$5.06M -$6.46M -119,168 -56%
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
$5.06M -$268K -4,947 -5%
AWM
507
AE Wealth Management
Kansas
$5.04M -$11.7M -215,491 -70%
GVAG
508
Great Valley Advisor Group
Delaware
$5.03M +$2.52M +46,527 +100%
SC
509
Searle & Co
Connecticut
$5.02M -$624K -11,500 -11%
ZB
510
Zions Bancorporation
Utah
$5M +$4.78M +88,126 +2,130%
TCM
511
Tufton Capital Management
Maryland
$4.99M -$2.31M -42,508 -32%
WIS
512
Wright Investors Service
Connecticut
$4.98M +$32.9K +606 +0.7%
VVP
513
Venture Visionary Partners
Ohio
$4.98M +$203K +3,736 +4%
NEI
514
Northwest & Ethical Investments
Ontario, Canada
$4.97M -$3.98M -73,416 -44%
EH
515
Equitable Holdings
New York
$4.96M +$135K +2,489 +3%
WTC
516
WhitTier Trust Company
Nevada
$4.86M -$110K -2,030 -2%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$4.86M +$1.88M +34,660 +63%
Group One Trading
518
Group One Trading
Illinois
$4.84M +$3.45M +63,638 +248%
PP
519
Patten & Patten
Tennessee
$4.81M +$221K +4,067 +5%
WT
520
Whittier Trust
California
$4.8M +$1.05M +19,382 +28%
CL
521
Choreo LLC
Illinois
$4.79M -$8.51K -157 -0.2%
O
522
Ossiam
France
$4.78M +$1.15M +21,234 +32%
KCM
523
Kempner Capital Management
Texas
$4.77M +$1.01M +18,671 +27%
AG
524
AIA Group
Hong Kong
$4.76M +$1.72M +31,792 +57%
GAM
525
Griffin Asset Management
New York
$4.75M -$2.33K -43 -0%
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