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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 %
NFG
1676
Nations Financial Group
Iowa
$366K +$32.3K +596 +10%
HB
1677
HTLF Bank
Colorado
$366K -$22.3K -411 -6%
WIM
1678
WealthPlan Investment Management
Nebraska
$364K -$5.42K -100 -1%
AWA
1679
Acorn Wealth Advisors
Michigan
$364K -$5.53K -102 -1%
AO
1680
Advisor OS
Illinois
$362K +$41.4K +763 +13%
WIA
1681
Westbourne Investment Advisors
Maryland
$362K – – –
FG
1682
Foster Group
Iowa
$362K -$32K -590 -8%
FWA
1683
FSM Wealth Advisors
Ohio
$361K +$56.9K +1,050 +19%
AIA
1684
Angeles Investment Advisors
California
$361K +$55.2K +1,018 +18%
BRM
1685
Boston Research & Management
Massachusetts
$361K – – –
BBNA
1686
Bremer Bank National Association
Minnesota
$361K -$72.3K -1,334 -17%
TWP
1687
Tyche Wealth Partners
Texas
$360K -$8.35K -154 -2%
ODG
1688
O'Dell Group
Ohio
$360K -$22.3K -412 -6%
ONSWM
1689
Old North State Wealth Management
North Carolina
$360K +$43.8K +807 +14%
CWA
1690
Clearview Wealth Advisors
Oregon
$359K -$11.5K -212 -3%
VF
1691
Virtu Financial
New York
$359K -$3.83M -70,571 -91%
TWM
1692
Tradition Wealth Management
Minnesota
$359K -$28.4K -524 -7%
Q
1693
QVR
California
$358K +$358K +6,610 New
V
1694
VeraBank
Texas
$358K -$2.55K -47 -0.7%
DG
1695
DMC Group
Alabama
$358K -$12.9K -237 -3%
FPGT
1696
Financial Partners Group (Tennessee)
Tennessee
$358K – – –
CBT
1697
Central Bank & Trust
Kentucky
$356K – – –
FFO
1698
Fortitude Family Office
Arizona
$355K -$1.68K -31 -0.5%
MIS
1699
Morningstar Investment Services
Illinois
$355K -$343K -6,439 -49%
LOPW
1700
Live Oak Private Wealth
North Carolina
$354K -$16.4K -302 -4%
66 67
68
69 70