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Bristol-Myers Squibb
BMY

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65% → 77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,363 → 2,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.16B
2
Capital International Investors
Capital International Investors
California
+$442M
3
Pzena Investment Management
Pzena Investment Management
New York
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$278M
5
VanEck Associates
VanEck Associates
New York
+$200M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.5B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$616M
3
Ameriprise
Ameriprise
Minnesota
-$407M
4
Fidelity International
Fidelity International
Bermuda
-$329M
5
BlackRock
BlackRock
New York
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
826
Bell & Brown Wealth Advisors
California
$1.98M -$714K -14,009 -28%
GFA
827
Gifford Fong Associates
California
$1.95M – – –
MYAM
828
Meiji Yasuda Asset Management
Japan
$1.95M -$1.46M -28,746 -44%
CCB
829
Country Club Bank
Missouri
$1.94M -$33.3K -653 -2%
FFO
830
Fiduciary Family Office
Florida
$1.94M +$948K +18,617 +108%
OIM
831
Orca Investment Management
Oregon
$1.94M -$87.5K -1,718 -5%
FFA
832
Farther Finance Advisors
California
$1.93M +$323K +6,346 +21%
SCM
833
Silvant Capital Management
Georgia
$1.92M +$94.1K +1,847 +5%
1SB
834
1ST Source Bank
Indiana
$1.92M -$236K -4,639 -12%
WSC
835
Wellington Shields & Co
New York
$1.91M -$89.1K -1,750 -5%
EOJOAM
836
E. Ohman J:or Asset Management
Sweden
$1.91M – – –
ECM
837
Exchange Capital Management
Michigan
$1.91M +$2.55K +50 +0.1%
BAMF
838
BI Asset Management Fondsmaeglerselskab
Denmark
$1.9M -$14.3M -280,277 -89%
RFG
839
Range Financial Group
Oregon
$1.89M +$288K +5,651 +19%
TCOT
840
Trust Company of Toledo
Ohio
$1.89M +$52.3K +1,027 +3%
AUB
841
Atlantic Union Bankshares
Virginia
$1.87M -$33.1K -650 -2%
CA
842
Corrado Advisors
New Jersey
$1.87M -$45.4K -891 -3%
SC
843
Sykon Capital
New York
$1.87M +$1.75M +34,429 New
DAS
844
Dynamic Advisor Solutions
Arizona
$1.86M -$76.5K -1,501 -4%
PHS
845
Pekin Hardy Strauss
Illinois
$1.86M +$46.8K +919 +3%
FHA
846
Flagship Harbor Advisors
Massachusetts
$1.85M +$238K +4,680 +16%
Luther King Capital Management (LKCM)
847
Luther King Capital Management (LKCM)
Texas
$1.84M +$518K +10,171 +43%
SBIA
848
Sheaff Brock Investment Advisors
Indiana
$1.84M +$41.2K +808 +2%
MIC
849
Means Investment Company
Maine
$1.84M -$357K -7,017 -17%
GT
850
Greenleaf Trust
Michigan
$1.83M -$1.03M -20,148 -37%
32 33
34
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