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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 %
FSA
1926
Fort Sheridan Advisors
Illinois
$254K +$3.54K +69 +1%
BFA
1927
Brendel Financial Advisors
New Hampshire
$253K +$253K +4,922 New
IIC
1928
Ironwood Investment Counsel
Arizona
$253K +$253K +4,930 New
ISWM
1929
Independent Solutions Wealth Management
New York
$252K -$487K -9,490 -66%
APA
1930
Astoria Portfolio Advisors
New York
$252K +$252K +5,114 New
GITFIT
1931
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$251K – – –
ML
1932
McAdam LLC
Pennsylvania
$251K -$16.7K -325 -6%
BWA
1933
Burt Wealth Advisors
Maryland
$251K – – –
SOW
1934
State of Wyoming
Wyoming
$251K +$129K +2,510 +106%
GIM
1935
Greylin Investment Management
Virginia
$250K +$250K +4,865 New
SWM
1936
Sterling Wealth Management
Illinois
$247K +$247K +4,818 New
GBT
1937
Grove Bank & Trust
Florida
$247K -$28.2K -549 -10%
TFA
1938
Tranquilli Financial Advisor
New Jersey
$246K -$46.7K -910 -16%
ACA
1939
Atlas Capital Advisors
Wyoming
$246K -$48.1K -938 -16%
PF
1940
Phoenix Financial
Israel
$246K -$953K -18,600 -79%
AP
1941
Americana Partners
Texas
$245K -$133K -2,592 -35%
SMA
1942
Seven Mile Advisory
New Jersey
$245K +$53.7K +1,047 +28%
FBB
1943
Fulton Breakefield Broenniman
Maryland
$243K +$10.7K +209 +5%
BDWCC
1944
B&D White Capital Company
Texas
$243K -$5.05M -98,400 -95%
FA
1945
Fagan Associates
New York
$243K -$3.18K -62 -1%
EA
1946
Eudaimonia Advisors
Tennessee
$241K -$5.7K -111 -2%
LIM
1947
Lathrop Investment Management
Arkansas
$241K -$1.8K -35 -0.7%
SFA
1948
Seneca Financial Advisors
New York
$240K +$240K +4,687 New
TPA
1949
Trivium Point Advisory
Connecticut
$239K -$13.2K -257 -5%
VCG
1950
Vantage Consulting Group
Virginia
$239K +$43.3K +844 +22%
76 77
78
79 80