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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 %
IFS
1701
Ifrah Financial Services
Arkansas
$354K -$242K -4,468 -41%
RCI
1702
RS Crum Inc
California
$353K -$28.7K -530 -8%
KWS
1703
Keystone Wealth Services
California
$352K -$22.5K -414 -6%
CC
1704
Cornerstone Capital
California
$352K -$108K -2,000 -24%
NWM
1705
Northcape Wealth Management
New York
$351K -$11.5K -212 -3%
WAM
1706
Walker Asset Management
Missouri
$350K +$24.4K +450 +7%
LWM
1707
Lyell Wealth Management
California
$348K -$59.9K -1,105 -15%
BIP
1708
Blueprint Investment Partners
North Carolina
$348K -$1.52K -28 -0.4%
WA
1709
Wealth Architects
California
$346K -$10.2K -188 -3%
AWE
1710
Avidian Wealth Enterprises
Texas
$345K +$19.3K +355 +6%
BCM
1711
BlueCrest Capital Management
Jersey
$345K -$2.86M -52,701 -89%
BOS
1712
Bank of Stockton
California
$345K – – –
EFM
1713
E Fund Management
China
$344K +$39.6K +731 +13%
TFG
1714
Tilson Financial Group
New Jersey
$344K +$4.66K +86 +1%
SLG
1715
Stanley-Laman Group
Pennsylvania
$344K +$13.4K +248 +4%
NECFA
1716
New England Capital Financial Advisors
Connecticut
$344K +$651 +12 +0.2%
MWPCG
1717
Measured Wealth Private Client Group
New Hampshire
$344K – – –
CAM
1718
Columbia Asset Management
Michigan
$343K – – –
LWANC
1719
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K – – –
BWG
1720
Beta Wealth Group
California
$342K +$4.77K +88 +1%
WAOI
1721
Wealth Advisors of Iowa
Iowa
$342K -$28.5K -525 -8%
EWA
1722
ERTS Wealth Advisors
Michigan
$342K -$17.2K -318 -5%
PBO
1723
Peoples Bank (Ohio)
Ohio
$341K -$5.59K -103 -2%
FOA
1724
Five Oceans Advisors
California
$341K +$2.17K +40 +0.6%
LAM
1725
L2 Asset Management
Massachusetts
$341K +$341K +6,285 New
67 68
69
70 71