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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 %
CWM
1601
Compass Wealth Management
Connecticut
$416K -$296K -5,460 -42%
VCP
1602
Verus Capital Partners
Arizona
$412K +$46.7K +861 +13%
WIC
1603
Wilkins Investment Counsel
Massachusetts
$410K +$410K +7,566 New
PSFG
1604
Prairie Sky Financial Group
Illinois
$410K -$32.7K -603 -7%
PCM
1605
Perritt Capital Management
Illinois
$409K +$15.3K +283 +4%
BOPW
1606
Brandywine Oak Private Wealth
Pennsylvania
$409K – – –
MP
1607
McDonald Partners
Ohio
$409K +$3.58K +66 +0.9%
OC
1608
Oakworth Capital
Alabama
$408K -$99.9K -1,843 -20%
SWM
1609
Selective Wealth Management
Virginia
$405K -$10.1K -200 -2%
BSC
1610
Brown Shipley & Co
United Kingdom
$402K -$2.97K -56 -0.7%
WSCM
1611
Wellington Shields Capital Management
New York
$401K -$64.6K -1,191 -14%
YC
1612
Yarbrough Capital
Tennessee
$401K – – –
MA
1613
MCF Advisors
Kentucky
$401K -$9.22K -170 -2%
SWIM
1614
Smallwood Wealth Investment Management
New Jersey
$400K +$54.2K +1,000 +16%
GC
1615
Gratus Capital
Georgia
$399K +$30.3K +559 +8%
HTIM
1616
Harbour Trust & Investment Management
Indiana
$398K -$17.2K -317 -4%
BFC
1617
Blue Fin Capital
Rhode Island
$396K -$31.1K -573 -7%
PP
1618
PDS Planning
Ohio
$396K +$40.3K +743 +11%
WAAG
1619
Wealth Alliance Advisory Group
Kansas
$396K -$1.19K -22 -0.3%
WTA
1620
Washington Trust Advisors
Massachusetts
$394K +$380 +7 +0.1%
BMCM
1621
Bryn Mawr Capital Management
Pennsylvania
$394K – – –
GAM
1622
Gould Asset Management
California
$394K – – –
RWM
1623
RKL Wealth Management
Pennsylvania
$394K -$1.86M -34,284 -83%
PWM
1624
Prentice Wealth Management
New York
$393K +$41.1K +757 +12%
RCG
1625
Regatta Capital Group
California
$393K +$14.9K +274 +4%
63 64
65
66 67