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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,346 hedge funds and large institutions have $80.8B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 666 increasing their positions, 1,206 reducing their positions, and 238 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,346
Holders Change
-26
Holders Change %
-1.1%
% of All Funds
34.39%
Holding in Top 10
24
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-42.86%
% of All Funds
0.35%
New
249
Increased
666
Reduced
1,206
Closed
238
Calls
$1.7B
Puts
$1.2B
Net Calls
+$495M
Net Calls Change
-$10.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.14B
2
VanEck Associates
VanEck Associates
New York
+$184M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$165M
4
Primecap Management
Primecap Management
California
+$154M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$2.03B
2
Capital International Investors
Capital International Investors
California
-$405M
3
Bank of America
Bank of America
North Carolina
-$382M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$343M
5
Boston Partners
Boston Partners
Massachusetts
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
1676
Horst & Graben Wealth Management
Oregon
$368K -$31.4K -612 -8%
HB
1677
HTLF Bank
Colorado
$368K +$368K +7,166 New
BMA
1678
Brooks Moore & Associates
Tennessee
$367K – – –
WIM
1679
Westside Investment Management
California
$367K +$10.5K +204 +3%
TAM
1680
Townsend Asset Management
North Carolina
$367K – – –
CSI
1681
Cross Staff Investments
New York
$366K +$359 +7 +0.1%
LMKC
1682
L.M. Kohn & Company
Ohio
$366K -$151K -2,943 -29%
TWM
1683
Tradition Wealth Management
Minnesota
$366K -$47.3K -923 -11%
Financial Engines Advisors
1684
Financial Engines Advisors
California
$366K +$153K +2,980 +72%
AFT
1685
Alpha Family Trust
California
$365K +$365K +7,110 New
PAMG
1686
Patton Albertson Miller Group
Tennessee
$364K -$57.1K -1,112 -14%
AWM
1687
AllSquare Wealth Management
New York
$364K -$20.5K -400 -5%
CPSAC
1688
Chas P. Smith & Associates (CPS)
Florida
$363K +$67.5K +1,315 +23%
GCIM
1689
Gunn & Company Investment Management
Florida
$363K +$363K +7,069 New
SWMG
1690
Sanchez Wealth Management Group
Florida
$362K +$6.62K +129 +2%
ODG
1691
O'Dell Group
Ohio
$361K -$16.6K -324 -4%
RCI
1692
RS Crum Inc
California
$361K – – –
PFA
1693
Pure Financial Advisors
California
$361K +$66.7K +1,299 +23%
DAM
1694
Draper Asset Management
New York
$360K +$51.4K +1,001 +17%
SAM
1695
Smartleaf Asset Management
Massachusetts
$359K +$359K +7,061 New
PWW
1696
Pettyjohn Wood & White
Virginia
$359K -$22.5K -438 -6%
TLCM
1697
Twin Lakes Capital Management
California
$358K +$3.85K +75 +1%
RCG
1698
Regatta Capital Group
California
$358K -$32.8K -640 -8%
KFI
1699
Key Financial Inc
Pennsylvania
$356K +$3.13K +61 +0.9%
SGCA
1700
Steel Grove Capital Advisors
Tennessee
$356K -$1.17M -22,883 -77%
66 67
68
69 70