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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 %
EFMC
1351
Empire Financial Management Company
New York
$648K -$276K -5,086 -30%
CWM
1352
Congress Wealth Management
Massachusetts
$646K -$468K -8,632 -42%
CSB
1353
City State Bank
Iowa
$645K +$31K +571 +5%
MHIC
1354
Marble Harbor Investment Counsel
Massachusetts
$645K -$71.9K -1,325 -10%
JWWM
1355
Johnson & White Wealth Management
Pennsylvania
$642K +$142K +2,612 +28%
WPP
1356
Whalerock Point Partners
Rhode Island
$642K -$7.81K -144 -1%
SIC
1357
Samalin Investment Counsel
New York
$639K +$47.2K +870 +8%
CCP
1358
Cassia Capital Partners
North Carolina
$639K +$200K +3,681 +45%
LPT
1359
Legacy Private Trust
Wisconsin
$633K +$21.7K +400 +4%
PIMG
1360
Patriot Investment Management Group
Tennessee
$631K -$61.8K -1,140 -9%
KIC
1361
Keating Investment Counselors
Florida
$630K -$457K -8,425 -42%
HIP
1362
HUB Investment Partners
Texas
$629K +$18.5K +341 +3%
CIAS
1363
Capital Investment Advisory Services
North Carolina
$628K -$24.1K -445 -4%
KFA
1364
Kapstone Financial Advisors
Ohio
$627K -$63.3K -1,167 -9%
DTC
1365
Davidson Trust Company
Washington
$625K +$30.5K +563 +5%
QCG
1366
Quadrant Capital Group
Ohio
$625K -$163K -3,007 -21%
NHT
1367
New Hampshire Trust
New Hampshire
$623K -$16.5K -305 -3%
SC
1368
Steph & Co
Wisconsin
$621K +$156K +2,879 +34%
RGI
1369
River Global Investors
United Kingdom
$620K -$6.24K -115 -1%
CA
1370
Cornerstone Advisory
Maryland
$618K +$33.9K +626 +6%
HC
1371
Hara Capital
Washington
$617K -$7.86K -145 -1%
SN
1372
Sittner & Nelson
Oregon
$617K +$54.5K +1,005 +10%
BIA
1373
Barry Investment Advisors
Massachusetts
$616K -$17.1K -315 -3%
KWM
1374
Keebeck Wealth Management
Illinois
$615K -$46.4K -855 -7%
WPA
1375
Winning Points Advisors
Florida
$615K – – –
53 54
55
56 57