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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 %
FFBTD
1326
First Financial Bank - Trust Division
Ohio
$688K -$33.2K -612 -5%
BIM
1327
Bridges Investment Management
Nebraska
$685K -$5.42K -100 -0.8%
MBT
1328
Montecito Bank & Trust
California
$683K -$17.5K -323 -2%
WPC
1329
Waters Parkerson & Co
Louisiana
$682K -$455K -8,400 -40%
SSA
1330
Sierra Summit Advisors
Nevada
$682K -$117K -2,152 -15%
EWM
1331
Elmwood Wealth Management
California
$681K +$323K +5,963 +91%
SFWA
1332
Summit Financial Wealth Advisors
Louisiana
$679K -$55.9K -1,030 -8%
AWA
1333
Arete Wealth Advisors
Illinois
$679K -$25.9K -480 -4%
ATIA
1334
American Trust Investment Advisors
New Hampshire
$676K +$38K +701 +6%
FFS
1335
Founders Financial Securities
Maryland
$672K +$672K +12,400 New
ECM
1336
Estabrook Capital Management
New York
$672K -$174K -3,200 -21%
CBT
1337
CoreFirst Bank & Trust
Kansas
$671K – – –
WA
1338
Waverly Advisors
Alabama
$670K +$71.4K +1,316 +12%
ACM
1339
Ategra Capital Management
Virginia
$669K -$244K -4,500 -27%
FA
1340
Fiducient Advisors
Illinois
$664K +$664K +12,252 New
OPTFSNA
1341
Old Point Trust & Financial Services N A
Virginia
$662K +$362K +6,680 +121%
TF
1342
Tompkins Financial
New York
$660K +$17.6K +325 +3%
SCM
1343
SOL Capital Management
Maryland
$656K – – –
LWA
1344
Lantern Wealth Advisors
New York
$653K +$7.7K +142 +1%
BFM
1345
Boston Financial Management
Massachusetts
$653K -$40.7K -751 -6%
NAS
1346
Nicolet Advisory Services
Wisconsin
$650K +$250K +4,844 +62%
RSWM
1347
Robertson Stephens Wealth Management
California
$650K +$11.7K +216 +2%
BP
1348
BBR Partners
New York
$650K +$58.5K +1,079 +10%
ACS
1349
Archford Capital Strategies
Illinois
$650K +$6.89K +127 +1%
AG
1350
AlTi Global
New York
$650K +$119K +2,193 +22%
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