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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 %
JE
1401
JMAC Enterprises
Pennsylvania
$578K +$6.56K +121 +1%
DI
1402
Diligent Investors
California
$577K -$13.6K -250 -2%
NSB
1403
Norway Savings Bank
Maine
$574K -$6.24K -115 -1%
PMA
1404
Prudent Man Advisors
Illinois
$574K -$52.3K -965 -8%
HR
1405
Howe & Rusling
New York
$573K -$80.9K -1,492 -12%
IBOK
1406
Independence Bank of Kentucky
Kentucky
$572K +$16.7K +308 +3%
FNB
1407
Farmers National Bank
Kentucky
$571K -$51.6K -952 -8%
CB
1408
Centennial Bank
Arkansas
$571K -$108K -2,000 -16%
LSA
1409
Lion Street Advisors
Texas
$571K – – –
ADL
1410
Asset Dedication LLC
California
$571K -$22.2K -413 -4%
Empower Advisory Group
1411
Empower Advisory Group
Colorado
$570K -$31.3K -577 -5%
PFA
1412
Pettinga Financial Advisors
Indiana
$570K +$10.8K +200 +2%
CG
1413
Corundum Group
Colorado
$570K +$330K +6,084 +138%
RHAM
1414
Round Hill Asset Management
California
$567K -$6.51K -120 -1%
XWM
1415
Xcel Wealth Management
Florida
$567K -$82.2K -1,515 -13%
DMBA
1416
Deseret Mutual Benefit Administrators
Utah
$566K +$43K +793 +8%
VFPI
1417
Vantage Financial Partners (Illinois)
Illinois
$565K +$8.14K +150 +1%
APG
1418
Abacus Planning Group
South Carolina
$565K +$103K +1,901 +22%
FCM
1419
Fourpath Capital Management
Oklahoma
$564K +$564K +10,407 New
SFG
1420
Summit Financial Group
West Virginia
$564K -$1.36K -25 -0.2%
KC
1421
Knuff & Co
California
$564K -$21.7K -400 -4%
FUBT
1422
First United Bank & Trust
Maryland
$564K -$210K -3,870 -27%
FPB
1423
First PREMIER Bank
South Dakota
$561K -$31.8K -585 -5%
WP
1424
Westmount Partners
California
$561K -$10.3K -190 -2%
CCIA
1425
Cherry Creek Investment Advisors
Colorado
$560K -$806K -14,872 -59%
55 56
57
58 59