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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 %
EHWM
1076
Eads & Heald Wealth Management
Georgia
$1.11M -$204K -3,755 -15%
CCG
1077
Coastwise Capital Group
California
$1.11M +$240K +4,417 +27%
PCMK
1078
Paragon Capital Management (Kansas)
Kansas
$1.11M +$12K +222 +1%
FWM
1079
Forza Wealth Management
Florida
$1.11M -$4.34K -80 -0.4%
BMC
1080
Beaton Management Company
Massachusetts
$1.11M +$27.1K +500 +3%
OWM
1081
Opes Wealth Management
California
$1.11M -$10.7K -197 -1%
NDSI
1082
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M -$39.2K -723 -3%
SIM
1083
Sterling Investment Management
Arizona
$1.1M -$23.6K -435 -2%
IIM
1084
Ipswich Investment Management
Massachusetts
$1.1M – – –
LWCFA
1085
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M -$521K -10,599 -32%
FBT
1086
First Bank & Trust
South Dakota
$1.1M +$1.1M +20,207 New
9WM
1087
9258 Wealth Management
Ohio
$1.1M -$19.4K -358 -2%
ZIC
1088
ZWJ Investment Counsel
Georgia
$1.1M -$1.79K -33 -0.2%
RMAM
1089
Raab & Moskowitz Asset Management
New Jersey
$1.09M +$25.5K +470 +2%
MJRIC
1090
Mogy Joel R Investment Counsel
California
$1.09M -$40.6K -749 -4%
SIM
1091
Stratos Investment Management
Ohio
$1.09M +$137K +2,519 +14%
CCM
1092
Coldstream Capital Management
Washington
$1.09M -$107K -1,966 -9%
First Manhattan
1093
First Manhattan
New York
$1.09M -$223K -4,113 -17%
EWA
1094
Exencial Wealth Advisors
Oklahoma
$1.09M -$139K -2,556 -11%
PIMJS
1095
PKO Investment Management Joint-Stock
Poland
$1.09M -$763K -14,000 -41%
CTC
1096
Cetera Trust Company
Minnesota
$1.09M +$126K +2,325 +13%
FAB
1097
First American Bank
Illinois
$1.09M -$9.49K -175 -0.9%
HT
1098
HAP Trading
New York
$1.09M +$1.09M +20,068 New
GRP
1099
Global Retirement Partners
California
$1.09M +$17.8K +329 +2%
ST
1100
Smithfield Trust
Pennsylvania
$1.09M -$57K -1,049 -5%
42 43
44
45 46