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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.14B
2
VanEck Associates
VanEck Associates
New York
+$184M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M
4
Primecap Management
Primecap Management
California
+$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.03B
2
Capital International Investors
Capital International Investors
California
-$405M
3
Bank of America
Bank of America
North Carolina
-$382M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$343M
5
Boston Partners
Boston Partners
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
1076
South Street Advisors
New York
$1.12M -$67.5K -1,315 -6%
AIM
1077
Anchor Investment Management
South Carolina
$1.11M -$32.2K -628 -3%
PWMAG
1078
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$199K -3,880 -15%
KIC
1079
Kensington Investment Counsel
California
$1.1M -$189K -3,689 -15%
WCBA
1080
Weaver C. Barksdale & Associates
Tennessee
$1.1M -$374K -7,291 -25%
JWCA
1081
J.W. Coons Advisors
Ohio
$1.09M -$51.3K -1,000 -4%
LAIC
1082
Lederer & Associates Investment Counsel
California
$1.09M -$647K -12,609 -37%
SP
1083
Stonebrook Private
Michigan
$1.09M +$1.09M +21,212 New
PCS
1084
Personal CFO Solutions
New Jersey
$1.09M +$359K +7,006 +49%
NDSI
1085
Newman Dignan & Sheerar Inc
Rhode Island
$1.08M +$37.5K +730 +4%
CFMC
1086
Curbstone Financial Management Corp
New Hampshire
$1.08M -$1.85K -36 -0.2%
AWC
1087
Abundance Wealth Counselors
Pennsylvania
$1.08M -$246K -4,803 -19%
MSR
1088
Main Street Research
Connecticut
$1.08M – – –
ST
1089
Smithfield Trust
Pennsylvania
$1.08M -$65K -1,271 -6%
WPC
1090
Waters Parkerson & Co
Louisiana
$1.08M +$105K +2,039 +11%
MJRIC
1091
Mogy Joel R Investment Counsel
California
$1.07M – – –
SCTC
1092
Sanibel Captiva Trust Company
Florida
$1.07M +$1.07M +20,803 New
QI
1093
Qtron Investments
Massachusetts
$1.07M +$384K +7,484 +56%
SIM
1094
Sterling Investment Management
Arizona
$1.07M -$21K -410 -2%
OAM
1095
Oxford Asset Management
United Kingdom
$1.06M +$1.06M +20,713 New
PWMG
1096
Prestige Wealth Management Group
New Jersey
$1.06M +$41.4K +806 +4%
PP
1097
Pingora Partners
Wyoming
$1.06M +$1.06M +20,684 New
OWM
1098
Opes Wealth Management
California
$1.06M -$6.31K -123 -0.6%
BFA
1099
Beaumont Financial Advisors
Massachusetts
$1.06M -$217K -4,238 -17%
9WM
1100
9258 Wealth Management
Ohio
$1.05M -$76.7K -1,495 -7%
42 43
44
45 46