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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 %
CWS
1451
Confluence Wealth Services
Pennsylvania
$542K -$210K -3,879 -28%
SAG
1452
SageView Advisory Group
California
$541K -$130K -2,398 -19%
EFG
1453
Embree Financial Group
Illinois
$541K -$10.2K -189 -2%
WC
1454
Westhampton Capital
North Carolina
$541K +$209K +3,745 +63%
WFM
1455
Wolff Financial Management
Michigan
$540K – – –
BST
1456
Bath Savings Trust
Maine
$540K -$20.6K -379 -4%
CPSAC
1457
Chas P. Smith & Associates (CPS)
Florida
$540K +$157K +2,886 +41%
NIM
1458
Northeast Investment Management
Massachusetts
$539K -$86.8K -1,600 -14%
SSW
1459
Stone Summit Wealth
Florida
$539K – – –
TYCC
1460
Texas Yale Capital Corp
Florida
$539K – – –
WI
1461
WrapManager Inc
California
$537K +$537K +9,903 New
BIAS
1462
Beacon Investment Advisory Services
New Jersey
$537K -$178K -3,287 -25%
UAG
1463
United Advisor Group
Ohio
$537K +$537K +9,899 New
LWAM
1464
Legacy Wealth Asset Management
Minnesota
$535K +$29.6K +545 +6%
AHL
1465
Abel Hall LLC
Louisiana
$534K +$302K +5,571 +130%
SJL
1466
Shayne & Jacobs LLC
Tennessee
$534K +$4.94K +91 +0.9%
LCM
1467
LCM Capital Management
Illinois
$533K -$6.13K -113 -1%
MIP
1468
Marietta Investment Partners
Wisconsin
$531K – – –
6F
1469
626 Financial
Michigan
$531K -$47.5K -876 -8%
BC
1470
Belmont Capital
California
$529K – – –
EFSCE
1471
Enterprise Financial Services Corp (EFSC)
Missouri
$529K -$57.2K -1,055 -10%
CIC
1472
Crawford Investment Counsel
Georgia
$529K +$23K +425 +5%
NP
1473
Nilsine Partners
Colorado
$528K -$24.5K -451 -4%
MA
1474
MONECO Advisors
Connecticut
$528K +$1.19K +22 +0.2%
EA
1475
Everpar Advisors
Oklahoma
$527K -$124K -2,281 -19%
57 58
59
60 61