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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 %
NIM
526
NEOS Investment Management
Connecticut
$4.75M +$2.37M +43,663 +100%
DIA
527
Dean Investment Associates
Ohio
$4.74M +$903K +16,648 +24%
WA
528
Wasatch Advisors
Utah
$4.74M – – –
WSFS
529
Wilmington Savings Fund Society
Delaware
$4.71M +$4.71M +86,772 New
DAM
530
Delta Asset Management
Tennessee
$4.68M +$482K +8,897 +11%
VIM
531
Vinva Investment Management
Australia
$4.63M +$310K +5,723 +7%
AF
532
Ally Financial
Michigan
$4.61M – – –
AWA
533
Aaron Wealth Advisors
Illinois
$4.59M +$45.4K +837 +1%
XF
534
XML Financial
Maryland
$4.58M -$1.08M -19,829 -19%
MAWAG
535
Mid-American Wealth Advisory Group
Missouri
$4.58M +$335K +6,171 +8%
LCOV
536
London Company of Virginia
Virginia
$4.56M +$193K +3,564 +4%
TI
537
Tidal Investments
Wisconsin
$4.55M -$569K -10,529 -11%
SSI
538
Scott & Selber Inc
Texas
$4.52M -$79.3K -1,463 -2%
PIM
539
Plato Investment Management
Australia
$4.5M +$4.27M +78,830 +1,931%
NGA
540
Naples Global Advisors
Florida
$4.49M +$399K +7,365 +10%
MLICM
541
Metropolitan Life Insurance Company (MetLife)
New York
$4.45M -$41.1K -757 -0.9%
MCM
542
Mengis Capital Management
Oregon
$4.44M -$2.41M -44,525 -35%
GWM
543
Geneos Wealth Management
Colorado
$4.43M +$5.8K +107 +0.1%
HTI
544
Hikari Tsushin Inc
Japan
$4.4M – – –
M
545
MOTCO
Texas
$4.4M -$35.4K -652 -0.8%
AWM
546
Apollon Wealth Management
South Carolina
$4.37M +$157K +2,895 +4%
TIM
547
Thompson Investment Management
Wisconsin
$4.36M +$420K +7,737 +11%
SWA
548
Stratos Wealth Advisors
Ohio
$4.36M -$154K -2,835 -3%
Wealthfront Advisers
549
Wealthfront Advisers
California
$4.33M -$3.07M -56,532 -41%
DWP
550
Daymark Wealth Partners
Ohio
$4.31M +$304K +5,604 +8%
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