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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 %
APP
1376
Avantax Planning Partners
Iowa
$615K +$116K +2,137 +23%
TWP
1377
Tempus Wealth Planning
California
$614K +$402K +7,418 +190%
LA
1378
Legacy Advisors
Pennsylvania
$613K +$106K +1,960 +21%
CCFCSB
1379
Cape Cod Five Cents Savings Bank
Massachusetts
$612K -$6.83K -126 -1%
BPCE
1380
Bank Pictet & Cie (Europe)
Germany
$610K – – –
CBFP
1381
Cedar Brook Financial Partners
Ohio
$610K +$18.1K +333 +3%
CT
1382
Coastline Trust
Rhode Island
$609K -$117K -2,160 -16%
FNBSF
1383
First National Bank Sioux Falls
South Dakota
$607K – – –
WE
1384
Wealth Effects
Massachusetts
$607K -$867K -15,990 -59%
LRPA
1385
L. Roy Papp & Associates
Arizona
$607K – – –
VH
1386
Visionary Horizons
Tennessee
$605K – – –
BFO
1387
Biltmore Family Office
North Carolina
$604K – – –
LGA
1388
Lebenthal Global Advisors
New York
$602K +$11.8K +218 +2%
BONH
1389
Bank of New Hampshire
New Hampshire
$602K -$89.2K -1,645 -13%
MSFS
1390
Main Street Financial Solutions
Pennsylvania
$601K +$76.1K +1,403 +14%
SFP
1391
Shepherd Financial Partners
Massachusetts
$600K +$6.62K +122 +1%
CPIA
1392
Cornell Pochily Investment Advisors
New York
$599K -$38.9K -718 -6%
OWP
1393
Obermeyer Wealth Partners
Colorado
$599K -$8.03K -148 -1%
FFC
1394
First Financial Corp
Indiana
$597K -$318K -5,865 -35%
SIM
1395
Sentry Investment Management
Wisconsin
$594K – – –
CGA
1396
Crescent Grove Advisors
Illinois
$590K -$51.5K -950 -8%
CF
1397
Centaurus Financial
California
$588K -$64.5K -1,188 -10%
CA
1398
Calton & Associates
Florida
$585K +$585K +10,786 New
PCG
1399
Prosperity Consulting Group
Maryland
$585K +$56.9K +1,049 +11%
TPI
1400
Trust Point Inc
Wisconsin
$584K -$371K -6,846 -39%
54 55
56
57 58