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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 %
OA
1626
Operose Advisors
Wisconsin
$392K +$332K +6,125 +551%
HGWM
1627
Horst & Graben Wealth Management
Oregon
$392K +$3.15K +58 +0.8%
ADMI
1628
Albert D. Mason Inc
Massachusetts
$391K +$28K +517 +8%
NSCM
1629
New South Capital Management
Tennessee
$390K – – –
HAS
1630
HBW Advisory Services
California
$389K – – –
LI
1631
LMCG Investments
Massachusetts
$389K -$36.4K -672 -9%
SFI
1632
SPC Financial Inc
Maryland
$389K -$45.6K -840 -10%
BMA
1633
Brooks Moore & Associates
Tennessee
$388K – – –
TAM
1634
Townsend Asset Management
North Carolina
$388K – – –
MA
1635
MKT Advisors
California
$388K +$17.9K +355 +5%
CSI
1636
Cross Staff Investments
New York
$388K +$434 +8 +0.1%
CIA
1637
Cohen Investment Advisors
New Hampshire
$387K -$11.2K -207 -3%
AMG
1638
Advisors Management Group
Wisconsin
$386K -$21.2K -391 -5%
GLLW
1639
Graves Light Lenhart Wealth
Virginia
$386K -$10K -185 -3%
SF
1640
Symphony Financial
Texas
$385K -$204K -3,754 -35%
FFA
1641
Founders Financial Alliance
North Carolina
$385K +$14.9K +275 +4%
TLCM
1642
Twin Lakes Capital Management
California
$383K +$4.5K +83 +1%
FCP
1643
Fidelis Capital Partners
Florida
$383K +$13K +239 +4%
CAM
1644
Cozad Asset Management
Illinois
$383K -$46.4K -855 -11%
SWMG
1645
Sanchez Wealth Management Group
Florida
$382K – – –
GWANC
1646
Guardian Wealth Advisors (North Carolina)
North Carolina
$382K +$35.8K +661 +10%
PWW
1647
Pettyjohn Wood & White
Virginia
$379K – – –
PCM
1648
Princeton Capital Management
New Jersey
$379K -$36.2K -668 -9%
RWA
1649
Redhawk Wealth Advisors
Minnesota
$378K +$378K +6,976 New
EIP
1650
Ellis Investment Partners
Pennsylvania
$378K -$45.8K -845 -11%
64 65
66
67 68