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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 %
BFS
651
Bard Financial Services
Connecticut
$3.11M -$271K -5,000 -8%
IWC
652
Integrated Wealth Concepts
Massachusetts
$3.1M -$2M -36,809 -39%
CCMINC
653
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.08M +$337K +6,210 +12%
TFA
654
Toth Financial Advisory
Virginia
$3.08M +$177K +3,265 +6%
CAM
655
Carret Asset Management
New York
$3.07M -$39K -720 -1%
ERSOT
656
Employees Retirement System of Texas
Texas
$3.07M -$2.02M -37,300 -40%
FCH
657
Freestone Capital Holdings
Washington
$3.07M -$259K -4,767 -8%
ZCM
658
Ziegler Capital Management
Illinois
$3.05M -$5.47M -101,671 -64%
HPCM
659
Hunter Perkins Capital Management
Illinois
$3.04M -$155K -2,850 -5%
IPW
660
Inlet Private Wealth
Florida
$3.02M +$84.1K +1,550 +3%
RIM
661
Rakuten Investment Management
Japan
$2.99M +$2.71M +50,028 +987%
AIP
662
Ameritas Investment Partners
Nebraska
$2.98M -$15.6K -288 -0.5%
SPC
663
Sigma Planning Corp
Michigan
$2.96M +$1.73M +31,946 +141%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$2.95M +$256K +4,713 +9%
Balyasny Asset Management
665
Balyasny Asset Management
Illinois
$2.95M -$1.23M -22,594 -29%
BE
666
Bonness Enterprises
District of Columbia
$2.94M – – –
ITC
667
Inspire Trust Company
Nevada
$2.94M +$1.35M +24,805 +85%
PF
668
Phoenix Financial
Israel
$2.93M +$2.67M +49,262 +1,026%
SAM
669
Shell Asset Management
Netherlands
$2.92M -$150K -3,612 -5%
SMI
670
Shelter Mutual Insurance
Missouri
$2.92M – – –
LA
671
LBP AM
France
$2.9M -$24.2M -446,239 -89%
IWM
672
IHT Wealth Management
Illinois
$2.89M +$1.25M +23,040 +76%
BWM
673
BigSur Wealth Management
Florida
$2.87M +$1.84M +34,000 +180%
LCM
674
Legato Capital Management
California
$2.87M +$504K +9,298 +21%
AIA
675
AIMZ Investment Advisors
California
$2.85M +$5.69K +105 +0.2%
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