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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 %
AA
1826
Advisory Alpha
Michigan
$298K +$298K +5,803 New
IDBONY
1827
Israel Discount Bank of New York
New York
$297K -$17.2K -336 -5%
RCM
1828
RB Capital Management
Nevada
$296K -$113K -2,199 -28%
SSWM
1829
Strait & Sound Wealth Management
California
$296K -$15.4K -308 -5%
SCM
1830
Sterneck Capital Management
Missouri
$295K +$46.2K +900 +19%
SIG
1831
Sargent Investment Group
Maryland
$295K -$207K -4,025 -41%
KI
1832
Kapitalo Investimentos
Brazil
$294K -$130K -2,526 -31%
AIP
1833
Almanack Investment Partners
Pennsylvania
$294K – – –
GAM
1834
Grandview Asset Management
Pennsylvania
$294K -$101K -1,975 -26%
PPW
1835
Parcion Private Wealth
Washington
$293K – – –
OWM
1836
OneAscent Wealth Management
Alabama
$293K +$293K +5,704 New
PCA
1837
Peddock Capital Advisors
Massachusetts
$293K -$106K -2,070 -27%
AC
1838
AXQ Capital
New Jersey
$292K +$292K +5,700 New
BFG
1839
Berger Financial Group
Minnesota
$291K -$40.2K -783 -12%
JFA
1840
JNBA Financial Advisors
Minnesota
$290K -$48.4K -944 -14%
PA
1841
PFG Advisors
Arizona
$290K +$16.6K +323 +6%
AIA
1842
Angeles Investment Advisors
California
$289K +$4K +78 +1%
AA
1843
Apriem Advisors
California
$289K -$35.1K -684 -11%
EFM
1844
E Fund Management
China
$288K +$46.3K +902 +19%
SFG
1845
SNS Financial Group
Minnesota
$288K +$9.6K +187 +3%
FWA
1846
FSM Wealth Advisors
Ohio
$288K +$8.06K +157 +3%
MCM
1847
Maple Capital Management
Vermont
$287K -$35.3K -687 -11%
REMPR
1848
Roof Eidam Maycock Peralta (REMP)
California
$287K -$200K -3,900 -41%
GWCM
1849
Godshalk Welsh Capital Management
Pennsylvania
$287K – – –
SP
1850
Successful Portfolios
Florida
$287K +$10.4K +203 +4%
72 73
74
75 76