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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 %
MFIM
701
Mesirow Financial Investment Management
Illinois
$2.65M +$457K +8,429 +21%
KCM
702
Kendall Capital Management
Maryland
$2.63M +$94.5K +1,743 +4%
PFP
703
Pinnacle Financial Partners
Tennessee
$2.62M -$34.3K -632 -1%
P
704
Pitcairn
Pennsylvania
$2.62M +$1.58M +29,128 +152%
SHFA
705
SS&H Financial Advisors
Michigan
$2.61M +$27.1K +500 +1%
CWM
706
Concentric Wealth Management
California
$2.6M +$230K +4,245 +10%
AIMCA
707
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.6M -$1.03M -18,902 -28%
KCM
708
Kennedy Capital Management
Missouri
$2.59M +$2.59M +47,715 New
WTFG
709
Wells Trecaso Financial Group
Ohio
$2.58M -$246K -4,536 -9%
BSB
710
Bangor Savings Bank
Maine
$2.58M -$341K -6,281 -12%
JCM
711
Janney Capital Management
Pennsylvania
$2.58M -$58.7K -1,083 -2%
BP
712
Ballentine Partners
Massachusetts
$2.57M +$838K +15,454 +48%
EWA
713
EP Wealth Advisors
California
$2.57M -$21.8M -402,318 -89%
TMAM
714
Tokio Marine Asset Management
Japan
$2.56M +$121K +2,232 +5%
IAA
715
Independent Advisor Alliance
North Carolina
$2.55M +$792K +14,596 +45%
GIA
716
Guyasuta Investment Advisors
Pennsylvania
$2.54M – – –
NEAM
717
New England Asset Management
Connecticut
$2.53M -$28.7K -530 -1%
SIP
718
Stoneridge Investment Partners
Pennsylvania
$2.53M +$2.53M +46,622 New
PWM
719
Partnership Wealth Management
Maryland
$2.53M +$1.48M +27,244 +141%
MPI
720
Mairs & Power Inc
Minnesota
$2.52M -$369K -6,805 -13%
DWM
721
Dakota Wealth Management
Florida
$2.52M +$1.47M +27,158 +141%
PCIA
722
Prime Capital Investment Advisors
Kansas
$2.5M -$305K -5,623 -11%
MCB
723
Morton Community Bank
Illinois
$2.5M +$23.9K +440 +1%
PAM
724
Paradigm Asset Management
New York
$2.48M -$70.5K -1,300 -3%
KWA
725
Kingswood Wealth Advisors
California
$2.48M +$8.57K +158 +0.3%
27 28
29
30 31