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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 %
AWM
1701
Aberdeen Wealth Management
Illinois
$355K -$25.7K -500 -7%
KWS
1702
Keystone Wealth Services
California
$355K -$10.5K -205 -3%
JC
1703
JB Capital
Connecticut
$354K +$7.18K +140 +2%
CWA
1704
Clearview Wealth Advisors
Oregon
$351K -$4.98K -97 -1%
WAOI
1705
Wealth Advisors of Iowa
Iowa
$351K +$2.16K +42 +0.6%
DG
1706
DMC Group
Alabama
$351K -$145K -2,830 -29%
KFA
1707
Kelleher Financial Advisors
New York
$351K -$77K -1,500 -18%
LOPW
1708
Live Oak Private Wealth
North Carolina
$350K +$39.9K +778 +13%
GWMR
1709
GC Wealth Management RIA
Massachusetts
$350K +$350K +6,828 New
FFA
1710
Founders Financial Alliance
North Carolina
$350K +$5.44K +106 +2%
FCP
1711
Fidelis Capital Partners
Florida
$350K +$128K +2,491 +58%
WIM
1712
WealthPlan Investment Management
Nebraska
$350K +$5.13K +100 +1%
AWA
1713
Acorn Wealth Advisors
Michigan
$350K +$12K +234 +4%
BB
1714
Burford Brothers
Texas
$349K +$349K +6,798 New
TWP
1715
Tyche Wealth Partners
Texas
$349K +$349K +6,797 New
BMO
1716
Beck Mack & Oliver
New York
$349K -$8.21K -160 -2%
GC
1717
Gratus Capital
Georgia
$349K -$25.2K -491 -7%
ATFA
1718
All Terrain Financial Advisors
Minnesota
$348K – – –
PWP
1719
Phillips Wealth Planners
Mississippi
$346K -$153K -3,062 -31%
VCP
1720
Verus Capital Partners
Arizona
$345K +$28.4K +553 +9%
RIA
1721
Regal Investment Advisors
Michigan
$345K -$150K -2,932 -30%
NSAM
1722
North Star Asset Management
Wisconsin
$344K -$179K -3,483 -34%
PCA
1723
Pallas Capital Advisors
Massachusetts
$344K -$10.6K -207 -3%
WIA
1724
Westbourne Investment Advisors
Maryland
$343K -$5.14K -100 -1%
CAM
1725
Columbia Asset Management
Michigan
$343K -$2.05K -40 -0.6%
67 68
69
70 71