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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 %
FAT
1726
First American Trust
California
$340K +$340K +6,267 New
CS
1727
Capital Square
Tennessee
$339K +$4.29K +79 +1%
IIM
1728
Ironwood Investment Management
Massachusetts
$338K – – –
MPWT
1729
MassMutual Private Wealth & Trust
Connecticut
$337K +$13K +240 +4%
HCM
1730
Hilton Capital Management
New York
$337K – – –
DP
1731
Dearborn Partners
Illinois
$337K -$111K -2,056 -25%
VAM
1732
Verity Asset Management
North Carolina
$337K +$17.1K +315 +5%
MWM
1733
Mosley Wealth Management
California
$337K -$3.91K -72 -1%
WG
1734
Wealth Group
North Carolina
$336K +$336K +6,193 New
SIA
1735
Soltis Investment Advisors
Utah
$335K -$111K -2,038 -25%
BCCM
1736
Bridge Creek Capital Management
Massachusetts
$334K +$6.56K +121 +2%
TPA
1737
Trivium Point Advisory
Connecticut
$333K +$81K +1,493 +32%
LCWP
1738
Legacy Capital Wealth Partners
Arkansas
$333K +$333K +4,726 New
CCFM
1739
Clear Creek Financial Management
Washington
$333K +$333K +6,090 New
BEAM
1740
Baker Ellis Asset Management
Washington
$332K -$21.7K -400 -6%
W
1741
Wealthquest
Ohio
$332K – – –
PAMG
1742
Patton Albertson Miller Group
Tennessee
$332K -$53.2K -981 -14%
IA
1743
IFG Advisors
Missouri
$332K +$4.01K +74 +1%
HCM
1744
Hall Capital Management
Rhode Island
$332K +$13.6K +250 +4%
OBGC
1745
O'Brien Greene & Co
Pennsylvania
$331K – – –
MJP
1746
Michael J. Puzo
$331K -$29.8K -550 -8%
NAMP
1747
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$331K +$32.5K +600 +11%
BCM
1748
Becker Capital Management
Oregon
$330K -$2.71K -50 -0.8%
CFSG
1749
Clark Financial Services Group
Missouri
$330K -$9.09K -168 -3%
WWM
1750
WT Wealth Management
Arizona
$330K – – –
68 69
70
71 72