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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 %
AWM
1776
Aprio Wealth Management
Georgia
$315K +$315K +5,801 New
IGGA
1777
Iron Gate Global Advisors
Utah
$314K -$4.26K -80 -1%
WAG
1778
Wallace Advisory Group
California
$313K +$48.7K +950 +18%
SCM
1779
Sterneck Capital Management
Missouri
$312K – – –
FWM
1780
Focused Wealth Management
New York
$312K +$21.1K +389 +7%
JC
1781
JB Capital
Connecticut
$311K -$63.2K -1,165 -17%
MFWP
1782
Mosaic Family Wealth Partners
Missouri
$311K -$11.7K -215 -4%
GIP
1783
Granite Investment Partners
California
$311K -$668K -12,309 -68%
CC
1784
Callan Capital
California
$310K +$310K +5,718 New
PCA
1785
Peddock Capital Advisors
Massachusetts
$310K +$54 +1 +0%
DAC
1786
Dividend Assets Capital
South Carolina
$309K -$475K -8,750 -61%
FCA
1787
FLC Capital Advisors
California
$309K -$14.8K -273 -5%
GAM
1788
Grandview Asset Management
Pennsylvania
$308K -$1.84K -34 -0.6%
SFG
1789
SNS Financial Group
Minnesota
$307K +$2.17K +40 +0.7%
JFA
1790
JNBA Financial Advisors
Minnesota
$306K -$163 -3 -0.1%
MRCM
1791
M&R Capital Management
New Jersey
$306K -$29.1K -537 -9%
LW
1792
Linscomb Wealth
Texas
$305K -$22.9K -422 -7%
ASC
1793
Atalanta Sosnoff Capital
New York
$305K +$305K +5,617 New
PCS
1794
Private Client Services
Kentucky
$304K -$13.6K -251 -4%
ATFA
1795
All Terrain Financial Advisors
Minnesota
$304K -$64.1K -1,182 -17%
REMPR
1796
Roof Eidam Maycock Peralta (REMP)
California
$304K – – –
C
1797
Covestor
United Kingdom
$302K +$55.4K +1,019 +22%
EGA
1798
E&G Advisors
Texas
$302K +$16.4K +301 +6%
AWAG
1799
ARS Wealth Advisors Group
Florida
$302K -$143K -2,635 -32%
SQA
1800
Simon Quick Advisors
New Jersey
$301K +$301K +5,558 New
70 71
72
73 74