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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 %
CWM
1101
Campbell Wealth Management
Virginia
$1.08M +$738K +13,608 +216%
SAG
1102
Spotlight Asset Group
Illinois
$1.08M +$24.4K +450 +2%
BLC
1103
Brown, Lisle/Cummings
Rhode Island
$1.08M +$25.8K +475 +2%
PK
1104
Pflug Koory
Nebraska
$1.08M +$23K +424 +2%
DIP
1105
DT Investment Partners
Pennsylvania
$1.08M +$98.2K +1,810 +10%
RMCM
1106
Reynders McVeigh Capital Management
Massachusetts
$1.08M -$176K -3,249 -14%
SWM
1107
Spire Wealth Management
Virginia
$1.08M +$132K +2,443 +14%
WAL
1108
W Advisors LLC
Tennessee
$1.07M +$3.96K +73 +0.4%
WDA
1109
Wendell David Associates
New Hampshire
$1.07M -$12.4K -228 -1%
SFM
1110
Signet Financial Management
New Jersey
$1.07M +$1.07M +19,728 New
SMH
1111
Sanders Morris Harris
Texas
$1.07M +$390K +7,187 +58%
PAM
1112
Palisade Asset Management
Minnesota
$1.06M +$12.2K +225 +1%
AFG
1113
Allegheny Financial Group
Pennsylvania
$1.06M +$651 +12 +0.1%
FIM
1114
Freedom Investment Management
Connecticut
$1.06M -$11.1K -205 -1%
SCTC
1115
Sanibel Captiva Trust Company
Florida
$1.06M -$73K -1,347 -6%
BFA
1116
Beaumont Financial Advisors
Massachusetts
$1.05M -$63.8K -1,177 -6%
FAIM
1117
Financial Advocates Investment Management
Washington
$1.05M +$121K +2,224 +13%
MMG
1118
Monetary Management Group
Missouri
$1.05M -$39.3K -725 -4%
UBV
1119
United Bank (Virginia)
Virginia
$1.05M -$26.6K -490 -2%
BHA
1120
Beech Hill Advisors
New York
$1.04M +$15.8K +291 +2%
BJL
1121
Brighton Jones LLC
Washington
$1.04M +$89.5K +1,650 +9%
BCA
1122
Bay Colony Advisors
Massachusetts
$1.04M -$59.8K -1,103 -5%
HIC
1123
Hartline Investment Corp
Illinois
$1.04M +$823K +15,181 +387%
MMPW
1124
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$3.25K +60 +0.3%
ACM
1125
Adalta Capital Management
New York
$1.02M -$2.71K -50 -0.3%
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