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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 %
GC
1526
Guidance Capital
Kentucky
$482K -$39.5K -815 -8%
MWA
1527
Monograph Wealth Advisors
California
$480K +$480K +8,850 New
BHIA
1528
Birch Hill Investment Advisors
Massachusetts
$479K -$36.1K -666 -7%
AFP
1529
Ausdal Financial Partners
Iowa
$478K +$16.7K +308 +4%
MTC
1530
McDaniel Terry & Co
Texas
$478K +$14.5K +268 +3%
SCM
1531
Stonehearth Capital Management
Massachusetts
$478K +$43.2K +797 +10%
AWM
1532
Angeles Wealth Management
California
$477K -$82.3K -1,518 -15%
WA
1533
WBH Advisory
Maryland
$477K -$95.2K -1,756 -17%
1WM
1534
1858 Wealth Management
Ohio
$476K – – –
SRC
1535
Shufro Rose & Co
New York
$475K – – –
PPC
1536
Park Place Capital
Alabama
$474K +$276K +5,083 +139%
AI
1537
AdvisorShares Investments
Maryland
$472K – – –
EI
1538
Ellevest Inc
New York
$471K +$4.66K +86 +1%
GCM
1539
Gables Capital Management
Florida
$471K +$40.7K +750 +9%
CSA
1540
Cottage Street Advisors
Massachusetts
$470K -$5.04K -93 -1%
BAM
1541
Bellevue Asset Management
Washington
$469K -$20.1K -370 -4%
PIA
1542
Powell Investment Advisors
Florida
$469K – – –
MC
1543
Mirabaud & Cie
Switzerland
$467K – – –
EL
1544
Essex LLC
Illinois
$467K -$38.7K -715 -8%
LMKC
1545
L.M. Kohn & Company
Ohio
$467K +$79.9K +1,473 +21%
DWM
1546
Drive Wealth Management
Utah
$465K +$18K +332 +4%
CB
1547
CNB Bank
Pennsylvania
$465K -$23.3K -430 -5%
EWM
1548
EPG Wealth Management
Georgia
$464K +$10.8K +199 +2%
WPC
1549
Wedmont Private Capital
Pennsylvania
$462K -$36.9K -716 -7%
OAM
1550
Occidental Asset Management
California
$461K -$74.8K -1,380 -14%
60 61
62
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