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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 %
CSC
1851
Caldwell Sutter Capital
California
$287K -$80.9K -1,577 -22%
NG
1852
Northstar Group
New York
$286K -$60K -1,169 -17%
FTWA
1853
Fifth Third Wealth Advisors
Ohio
$285K +$30.2K +589 +12%
SWM
1854
Silverlake Wealth Management
Vermont
$285K -$31.9K -621 -10%
OPTFSNA
1855
Old Point Trust & Financial Services N A
Virginia
$284K +$284K +5,531 New
BBWP
1856
Beacon Bridge Wealth Partners
Pennsylvania
$284K – – –
AA
1857
Alta Advisers
United Kingdom
$282K – – –
NAMP
1858
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$282K +$18K +350 +7%
SWM
1859
Stockman Wealth Management
Montana
$281K -$23K -449 -8%
AA
1860
AlphaQ Advisors
Florida
$281K -$19.7K -384 -7%
PSB
1861
Piscataqua Savings Bank
New Hampshire
$281K -$36.9K -720 -12%
SBCM
1862
Schwerin Boyle Capital Management
Massachusetts
$280K – – –
AC
1863
Allstate Corporation
Illinois
$280K -$57.3K -1,117 -17%
MFG
1864
Magnus Financial Group
New York
$280K -$48.3K -942 -15%
TFCP
1865
Twin Focus Capital Partners
Massachusetts
$280K +$9.24K +180 +3%
GFP
1866
Gryphon Financial Partners
Ohio
$280K +$53.2K +995 +23%
MAA
1867
Matrix Asset Advisors
New York
$279K – – –
SSW
1868
Smith Shellnut Wilson
Mississippi
$277K – – –
WI
1869
Wedgewood Investors
Pennsylvania
$277K -$189K -3,679 -41%
KFA
1870
Krane Funds Advisors
New York
$276K -$222K -4,330 -45%
OL
1871
OneFund LLC
Florida
$276K +$276K +5,382 New
VHAM
1872
Van Hulzen Asset Management
California
$276K – – –
BHBT
1873
Burke & Herbert Bank & Trust
Virginia
$276K -$10.1K -196 -4%
FWM
1874
Focused Wealth Management
New York
$275K -$29.2K -569 -10%
BCA
1875
Bray Capital Advisors
Florida
$274K +$2.51K +49 +0.9%
73 74
75
76 77