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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 %
AIM
1551
Arcadia Investment Management
Michigan
$460K -$1.66M -30,637 -78%
HT
1552
Heritage Trust
Oklahoma
$460K -$103K -1,898 -18%
MMHP
1553
Murphy Middleton Hinkle & Parker
Georgia
$460K -$9.71K -179 -2%
AIM
1554
Aspen Investment Management
Michigan
$459K -$19.4K -357 -4%
VWA
1555
Visionary Wealth Advisors
Illinois
$458K +$31.5K +581 +7%
CBTWT
1556
Community Bank & Trust (Waco, Texas)
Texas
$454K – – –
EGM
1557
Engineers Gate Manager
New York
$453K -$2.42M -44,623 -84%
SF
1558
Summit Financial
New Jersey
$451K +$37.3K +688 +9%
NBT
1559
Northwest Bank & Trust
Iowa
$450K +$4.92K +112 +1%
BWP
1560
BSW Wealth Partners
Colorado
$447K -$35.1K -648 -7%
CJ
1561
Caitlin John
Michigan
$447K +$34.9K +644 +8%
FIC
1562
FCG Investment Company
Tennessee
$445K +$445K +8,212 New
SFS
1563
Sharp Financial Services
Pennsylvania
$445K +$198K +3,650 +80%
AC
1564
ASB Consultores
Florida
$445K +$445K +8,200 New
CGL
1565
Clarius Group LLC
Washington
$443K -$254K -4,691 -36%
EBA
1566
Eagle Bay Advisors
New York
$443K +$23K +425 +5%
SIAG
1567
Signet Investment Advisory Group
Rhode Island
$443K -$271 -5 -0.1%
SWM
1568
Sterling Wealth Management
Illinois
$443K +$182K +3,347 +69%
AFM
1569
Armstrong Fleming & Moore
District of Columbia
$442K – – –
BHPW
1570
Beverly Hills Private Wealth
California
$441K -$56.5K -1,041 -11%
FTWA
1571
Fifth Third Wealth Advisors
Ohio
$439K +$138K +2,547 +46%
GWI
1572
Grace & White Inc
New York
$438K – – –
WAM
1573
WNY Asset Management
New York
$437K +$2.12K +39 +0.5%
LA
1574
Lynch & Associates
Indiana
$437K -$67.8K -1,250 -13%
BW
1575
Bison Wealth
Georgia
$437K +$16.4K +303 +4%
61 62
63
64 65