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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 %
UCI
1426
Uncommon Cents Investing
Wisconsin
$559K +$68.3K +1,260 +14%
ACA
1427
American Capital Advisory
Idaho
$559K – – –
JIP
1428
Jaffetilchin Investment Partners
Florida
$557K +$49.5K +912 +10%
MMM
1429
Mendel Money Management
Illinois
$555K +$60.8K +1,122 +12%
RPCONE
1430
Retirement Planning Company of New England
Rhode Island
$554K -$156K -2,882 -22%
WKWM
1431
Walter & Keenan Wealth Management
Indiana
$553K +$61.9K +1,142 +13%
CWP
1432
Cyndeo Wealth Partners
Florida
$553K +$87.3K +1,609 +19%
CAG
1433
Crestwood Advisors Group
Massachusetts
$553K +$98.7K +1,820 +22%
CCWA
1434
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$552K -$46.1K -850 -8%
WDG
1435
Wealth Dimensions Group
Ohio
$552K – – –
CPW
1436
Cove Private Wealth
New York
$552K – – –
CT
1437
Colonial Trust
South Carolina
$551K +$7.97K +147 +1%
KFA
1438
Krane Funds Advisors
New York
$550K +$266K +5,038 +94%
NME
1439
Notis-McConarty Edward
$550K -$183K -3,375 -25%
PMSA
1440
Patrick M. Sweeney & Associates
Illinois
$549K -$5.42K -100 -1%
SPIS
1441
Steward Partners Investment Solutions
Oregon
$548K +$211K +3,885 +63%
PCMI
1442
Paradigm Capital Management Inc
New York
$548K -$10.8K -200 -2%
AC
1443
Avestar Capital
New York
$547K +$227K +4,184 +71%
SCI
1444
Silver Coast Investments
United States
$547K +$26.9K +496 +5%
IC
1445
Inscription Capital
Texas
$547K +$213K +3,920 +64%
SS
1446
Sunbelt Securities
Texas
$547K +$87.5K +1,614 +19%
LF
1447
Lantz Financial
Illinois
$545K +$149K +2,742 +38%
AA
1448
Advisory Alpha
Michigan
$545K +$230K +4,245 +73%
CS
1449
Crescent Sterling
Louisiana
$545K -$4.34K -80 -0.8%
CP
1450
Coho Partners
Pennsylvania
$544K +$2.17K +40 +0.4%
56 57
58
59 60