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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 %
VFA
951
Valeo Financial Advisors
Indiana
$1.48M +$6.75K +223 +0.5%
BFIM
952
Beese Fulmer Investment Management
Ohio
$1.48M -$157K -2,902 -10%
CFG
953
Citizens Financial Group
Rhode Island
$1.47M -$30.4K -560 -2%
FCA
954
FinTrust Capital Advisors
South Carolina
$1.47M -$59.8K -1,102 -4%
PMIA
955
Patrick Mauro Investment Advisor
Illinois
$1.47M +$1.03M +19,007 +236%
III
956
Independent Investors Inc
New York
$1.46M – – –
CIA
957
Concurrent Investment Advisors
Florida
$1.46M +$165K +3,040 +13%
NRG
958
Nemes Rush Group
Michigan
$1.45M +$1.68K +31 +0.1%
FCCM
959
First City Capital Management
Georgia
$1.45M +$63.5K +1,171 +5%
AWC
960
Abundance Wealth Counselors
Pennsylvania
$1.45M +$307K +5,664 +27%
RCAG
961
Rehmann Capital Advisory Group
Michigan
$1.44M +$167K +3,080 +13%
TTWM
962
TCV Trust & Wealth Management
Virginia
$1.44M -$134K -2,477 -9%
GSB
963
Greenfield Savings Bank
Massachusetts
$1.44M -$6.35K -117 -0.4%
BB
964
Bell Bank
North Dakota
$1.44M +$106K +1,958 +8%
DWT
965
Dorsey & Whitney Trust
South Dakota
$1.44M -$107K -1,964 -7%
LJAC
966
L.J. Altfest & Co
New York
$1.43M -$12.6K -232 -0.9%
PPP
967
Private Portfolio Partners
New Jersey
$1.43M -$106K -1,948 -7%
JIM
968
Jensen Investment Management
Oregon
$1.43M – – –
HI
969
Harbour Investments
Wisconsin
$1.43M +$138K +2,550 +11%
RCM
970
Raleigh Capital Management
North Carolina
$1.43M +$1.21M +22,383 +564%
WWM
971
Western Wealth Management
Colorado
$1.43M +$633K +11,681 +80%
LIM
972
Leavell Investment Management
Alabama
$1.41M +$8.57K +158 +0.6%
ACM
973
Ardent Capital Management
Ohio
$1.41M – – –
CNBTD
974
Citizens National Bank Trust Department
Mississippi
$1.4M -$108K -2,000 -7%
FMWA
975
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$68.4K -1,261 -5%
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