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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 %
CA
776
CGN Advisors
Kansas
$2.21M +$635K +11,715 +40%
PFS
777
Prospera Financial Services
Texas
$2.21M +$677K +12,483 +44%
PTC
778
Private Trust Company
Ohio
$2.2M -$106K -1,951 -5%
BFA
779
Bragg Financial Advisors
North Carolina
$2.2M -$78.1K -1,440 -3%
CW
780
Connectus Wealth
Ohio
$2.2M +$797K +14,693 +57%
JWBC
781
J.W. Burns & Co
New York
$2.19M -$689K -12,714 -24%
TBA
782
Tower Bridge Advisors
Pennsylvania
$2.18M -$64.6K -1,192 -3%
RG
783
Rathbones Group
United Kingdom
$2.18M -$195K -3,598 -8%
IAIM
784
International Assets Investment Management
Florida
$2.17M +$776K +14,639 +56%
SAM
785
Selway Asset Management
$2.17M -$59.7K -1,100 -3%
ISB
786
Iowa State Bank
Iowa
$2.17M -$998K -18,411 -32%
WI
787
Wahed Invest
New York
$2.16M +$294K +5,421 +16%
PAM
788
Peak Asset Management
Colorado
$2.16M -$735K -13,554 -25%
WI
789
Wintrust Investments
Illinois
$2.15M +$191K +3,515 +10%
OPA
790
Old Port Advisors
Maine
$2.14M +$22.7K +419 +1%
LWP
791
LMG Wealth Partners
Louisiana
$2.13M +$18.9K +349 +0.9%
VT
792
Vise Technologies
New York
$2.12M +$329K +6,066 +18%
WA
793
Wealth Alliance
New York
$2.12M +$699K +12,889 +49%
EFM
794
Eley Financial Management
Vermont
$2.12M +$88.9K +1,639 +4%
TA
795
Townsend & Associates
Colorado
$2.11M +$150K +3,070 +8%
ORG
796
Optimist Retirement Group
Washington
$2.1M +$1.66M +30,673 +384%
SFG
797
SevenBridge Financial Group
Pennsylvania
$2.09M -$162K -3,675 -7%
WAP
798
Wealthcare Advisory Partners
Pennsylvania
$2.09M -$304K -5,602 -13%
LS
799
Leelyn Smith
Illinois
$2.09M +$91.2K +1,681 +5%
NMM
800
Naples Money Management
Florida
$2.08M -$66.9K -1,234 -3%
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