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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 %
HNB
1576
Hilltop National Bank
Wyoming
$436K +$436K +8,033 New
MA
1577
MBA Advisors
Pennsylvania
$434K +$976 +18 +0.2%
MAM
1578
Morse Asset Management
Connecticut
$434K – – –
BMC
1579
Benin Management Corp
Connecticut
$434K -$22.6K -417 -5%
LIA
1580
LBMC Investment Advisors
Tennessee
$433K +$33.5K +618 +8%
SAM
1581
Summit Asset Management
Tennessee
$431K -$30.1K -555 -7%
KAS
1582
KPP Advisory Services
Kentucky
$430K -$28.6K -527 -6%
CFS
1583
Commonwealth Financial Services
West Virginia
$428K – – –
WFS
1584
Widmann Financial Services
Maryland
$427K -$10.8K -200 -2%
AAG
1585
Armstrong Advisory Group
Massachusetts
$424K – – –
SPA
1586
Sherbrooke Park Advisers
New York
$424K -$276K -5,093 -39%
VCWA
1587
Vanguard Capital Wealth Advisors
Colorado
$423K -$27.1K -500 -6%
OCPWS
1588
One Charles Private Wealth Services
Massachusetts
$423K -$48.6K -897 -10%
CCMG
1589
Clark Capital Management Group
Pennsylvania
$422K -$300K -5,535 -42%
HGERS
1590
Householder Group Estate & Retirement Specialist
Arizona
$422K -$2.33K -43 -0.5%
KFA
1591
Kelleher Financial Advisors
New York
$422K +$51.5K +950 +14%
TBNY
1592
Trustco Bank (New York)
New York
$422K -$19K -350 -4%
CRI
1593
Colonial River Investments
Virginia
$421K -$65.7K -1,211 -13%
IAMOG
1594
Investors Asset Management of Georgia
Georgia
$420K +$78.4K +1,445 +23%
FMLI
1595
Fukoku Mutual Life Insurance
Japan
$418K -$96.2K -1,774 -19%
AF
1596
Apexium Financial
Texas
$418K -$278K -5,130 -40%
FWP
1597
FAS Wealth Partners
Kansas
$418K -$15.5K -285 -4%
RWA
1598
River Wealth Advisors
Pennsylvania
$416K +$181K +3,346 +77%
SAA
1599
Southeast Asset Advisors
Georgia
$416K -$2.6K -48 -0.6%
TCM
1600
Traynor Capital Management
Pennsylvania
$416K +$11.2K +207 +3%
62 63
64
65 66