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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.14B
2
VanEck Associates
VanEck Associates
New York
+$184M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M
4
Primecap Management
Primecap Management
California
+$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.03B
2
Capital International Investors
Capital International Investors
California
-$405M
3
Bank of America
Bank of America
North Carolina
-$382M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$343M
5
Boston Partners
Boston Partners
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMSA
1476
Patrick M. Sweeney & Associates
Illinois
$525K +$525K +10,225 New
CIP
1477
Convergence Investment Partners
Florida
$523K +$54.9K +1,070 +12%
NP
1478
Nilsine Partners
Colorado
$523K -$12.4K -242 -2%
WDG
1479
Wealth Dimensions Group
Ohio
$522K -$116K -2,251 -18%
CPW
1480
Cove Private Wealth
New York
$522K +$522K +10,170 New
EFG
1481
Embree Financial Group
Illinois
$521K +$521K +10,158 New
ACM
1482
Allred Capital Management
Texas
$520K +$55.8K +1,088 +12%
CS
1483
Crescent Sterling
Louisiana
$520K -$5.13K -100 -1%
NBT
1484
Northwest Bank & Trust
Iowa
$519K +$519K +10,124 New
MIM
1485
Martin Investment Management
Florida
$517K -$5.57M -108,522 -92%
RWP
1486
Ridgecrest Wealth Partners
California
$517K -$31K -604 -6%
CT
1487
Colonial Trust
South Carolina
$514K -$16.7K -325 -3%
P
1488
&Partners
Tennessee
$513K +$136K +2,652 +36%
CP
1489
Coho Partners
Pennsylvania
$513K – – –
OFS
1490
OneAscent Financial Services
Alabama
$512K +$512K +9,974 New
WFM
1491
Wolff Financial Management
Michigan
$511K – – –
LCM
1492
LCM Capital Management
Illinois
$510K -$10.2K -198 -2%
SSW
1493
Stone Summit Wealth
Florida
$510K -$48.7K -950 -9%
TYCC
1494
Texas Yale Capital Corp
Florida
$510K -$198K -3,860 -28%
SRC
1495
Shufro Rose & Co
New York
$508K – – –
WF
1496
WoodTrust Financial
Wisconsin
$508K -$102K -2,000 -17%
SSG
1497
Summit Securities Group
New York
$508K -$20.5K -400 -4%
Fiera Capital (Canada)
1498
Fiera Capital (Canada)
Quebec, Canada
$508K +$508K +9,900 New
OAM
1499
Occidental Asset Management
California
$507K -$9.9K -193 -2%
MIP
1500
Marietta Investment Partners
Wisconsin
$503K -$25.7K -500 -5%
58 59
60
61 62