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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 %
WC
551
Woodstock Corp
Massachusetts
$4.29M -$267K -4,921 -6%
TCM
552
Twin Capital Management
Pennsylvania
$4.28M -$234K -4,306 -5%
BMSSC
553
B. Metzler seel. Sohn & Co
Germany
$4.27M -$2.98M -55,214 -41%
RBA
554
Richard Bernstein Advisors
New York
$4.26M – – –
TF
555
Talbot Financial
Washington
$4.24M +$290K +5,345 +7%
TW
556
TritonPoint Wealth
Maryland
$4.24M -$1.93M -29,348 -31%
KA
557
Kintegral Advisory
New York
$4.24M -$13.2K -244 -0.3%
USCWA
558
U.S. Capital Wealth Advisors
Texas
$4.22M +$1.08M +20,006 +35%
EF
559
Empirical Finance
Pennsylvania
$4.19M +$132K +2,429 +3%
ACM
560
Altrius Capital Management
North Carolina
$4.17M +$440K +8,110 +12%
CWM
561
CMH Wealth Management
New Hampshire
$4.15M +$877K +16,168 +27%
SIC
562
Salem Investment Counselors
North Carolina
$4.14M -$339K -6,245 -8%
SC
563
Savant Capital
Illinois
$4.13M +$1.69M +31,088 +69%
BFA
564
Benedict Financial Advisors
Georgia
$4.08M +$80.5K +1,484 +2%
Edgewood Management
565
Edgewood Management
Connecticut
$4.07M -$100K -1,850 -2%
CFSG
566
Community Financial Services Group
Vermont
$4.07M +$4.07M +74,986 New
1832 Asset Management
567
1832 Asset Management
Ontario, Canada
$4.05M -$2.82K -52 -0.1%
AWM
568
Axxcess Wealth Management
California
$3.99M +$727K +13,414 +22%
PI
569
PFG Investments
New York
$3.96M +$3.09M +56,932 +353%
VWM
570
Valley Wealth Managers
New Jersey
$3.92M +$412K +7,595 +12%
HTC
571
Haverford Trust Company
Pennsylvania
$3.89M -$354K -6,525 -8%
HCMT
572
Highland Capital Management (Tennessee)
Tennessee
$3.89M -$40.2K -742 -1%
DT
573
Diversified Trust
Tennessee
$3.88M +$1.68M +31,015 +77%
NB
574
Norinchukin Bank
Japan
$3.87M -$55.5K -1,023 -1%
IEFM
575
IQ EQ Fund Management
Ireland
$3.86M – – –
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