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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 %
AAIS
1251
ABN AMRO Investment Solutions
$787K -$15K -276 -2%
EWM
1252
Empirical Wealth Management
Washington
$786K +$35.5K +654 +5%
DF
1253
Donoghue Forlines
Massachusetts
$785K +$211K +3,892 +37%
HWA
1254
HCR Wealth Advisors
California
$783K -$9.6K -177 -1%
CWP
1255
Capital Wealth Planning
Florida
$783K -$27.1K -500 -3%
TC
1256
Truvestments Capital
Florida
$781K -$1.27M -23,332 -62%
TPWA
1257
TRUE Private Wealth Advisors
Oregon
$781K +$35K +645 +5%
CCM
1258
Cohen Capital Management
California
$780K – – –
WWA
1259
WCG Wealth Advisors
Nevada
$779K +$53.2K +980 +7%
MHS
1260
M Holdings Securities
Oregon
$778K -$111K -2,055 -13%
APC
1261
Aspire Private Capital
North Carolina
$778K +$170K +3,141 +28%
DWM
1262
Dorchester Wealth Management
Quebec, Canada
$777K +$46.4K +855 +6%
BTW
1263
Boston Trust Walden
Massachusetts
$776K -$32.8K -605 -4%
CL
1264
CSS LLC
Illinois
$775K -$27.1K -500 -3%
KCM
1265
KRS Capital Management
Michigan
$773K -$11.3K -209 -1%
SCM
1266
Schnieders Capital Management
California
$773K -$12.3K -226 -2%
WCA
1267
Waratah Capital Advisors
Ontario, Canada
$772K +$772K +14,237 New
PBC
1268
Pavion Blue Capital
California
$772K -$116K -2,143 -13%
FMB
1269
Field & Main Bank
Kentucky
$770K -$25.8K -476 -3%
CCA
1270
Checchi Capital Advisers
California
$770K -$69.8K -1,287 -8%
GWSG
1271
GPS Wealth Strategies Group
Colorado
$769K -$24.7K -456 -3%
CPA
1272
Court Place Advisors
Maryland
$768K -$43.4K -800 -5%
CAM
1273
Cidel Asset Management
Ontario, Canada
$767K +$114K +2,111 +18%
Fayez Sarofim & Co
1274
Fayez Sarofim & Co
Texas
$767K -$212K -3,909 -22%
GIM
1275
Guardian Investment Management
California
$766K -$580K -10,700 -43%
49 50
51
52 53