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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 %
CFG
1051
Cooper Financial Group
California
$1.19M +$138K +2,539 +13%
MIM
1052
Morningstar Investment Management
Illinois
$1.19M – – –
MTC
1053
Matrix Trust Company
Colorado
$1.18M -$49.9K -920 -4%
SIG
1054
Sky Investment Group
Connecticut
$1.18M -$182K -3,354 -13%
CA
1055
Claro Advisors
Massachusetts
$1.18M +$159K +2,923 +16%
CCA
1056
Cobblestone Capital Advisors
New York
$1.18M -$62.6K -1,155 -5%
PCS
1057
Personal CFO Solutions
New Jersey
$1.18M +$30K +553 +3%
CCG
1058
Chatham Capital Group
Georgia
$1.17M -$27.1K -500 -2%
CI
1059
Cigna Investments
Connecticut
$1.17M -$14.6K -269 -1%
SP
1060
Stonebrook Private
Michigan
$1.16M +$14K +258 +1%
CRC
1061
Curi RMB Capital
Illinois
$1.16M +$211K +3,895 +22%
CFMC
1062
Curbstone Financial Management Corp
New Hampshire
$1.16M +$14.1K +260 +1%
JWCA
1063
J.W. Coons Advisors
Ohio
$1.16M – – –
YIA
1064
YHB Investment Advisors
Connecticut
$1.15M -$267K -4,915 -19%
Jones Financial Companies
1065
Jones Financial Companies
Missouri
$1.15M +$280K +5,162 +32%
AIM
1066
Acropolis Investment Management
Missouri
$1.15M +$79.3K +1,463 +7%
WCBA
1067
Weaver C. Barksdale & Associates
Tennessee
$1.14M -$13.4K -248 -1%
SPI
1068
Sutton Place Investors
New York
$1.14M +$347K +6,402 +44%
MA
1069
Montag & Associates
Georgia
$1.14M +$95.3K +1,758 +9%
DWMS
1070
Dominguez Wealth Management Solutions
Virginia
$1.14M +$64K +1,181 +6%
NCFG
1071
New Century Financial Group
New Jersey
$1.14M +$1.14M +20,938 New
MAS
1072
Meeder Advisory Services
Ohio
$1.13M +$53.4K +985 +5%
FNA
1073
First National Advisers
Nebraska
$1.13M +$455K +7,595 +68%
PWMG
1074
Prestige Wealth Management Group
New Jersey
$1.12M +$1.3K +24 +0.1%
NCM
1075
Neumann Capital Management
California
$1.12M +$54.2K +1,000 +5%
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