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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 %
SPWM
1951
Schrum Private Wealth Management
Florida
$235K +$235K +4,335 New
ACI
1952
Alpha Cubed Investments
California
$235K +$235K +4,333 New
EFG
1953
Everhart Financial Group
Ohio
$235K +$235K +4,333 New
KP
1954
Keel Point
Alabama
$235K +$235K +4,327 New
EBT
1955
Enterprise Bank & Trust
Massachusetts
$234K -$40.7K -750 -15%
HC
1956
Hourglass Capital
Texas
$234K +$5.1K +94 +2%
KAM
1957
KEB Asset Management
Illinois
$233K – – –
CG
1958
CFO4Life Group
Texas
$233K +$233K +4,300 New
SAM
1959
SignalPoint Asset Management
Missouri
$233K +$3.31K +61 +1%
AA
1960
Apriem Advisors
California
$233K -$72.9K -1,345 -24%
CPL
1961
CAP Partners LLC
Tennessee
$233K -$380 -7 -0.2%
MKC
1962
M. Kraus & Co
Vermont
$232K -$13K -240 -5%
TIA
1963
Tiemann Investment Advisors
California
$232K -$2.71K -50 -1%
IA
1964
Insight Advisors
Pennsylvania
$232K -$2.6K -48 -1%
AFG
1965
Atomi Financial Group
New York
$231K +$231K +4,264 New
CWM
1966
Connecticut Wealth Management
Connecticut
$231K +$15.5K +286 +7%
PIA
1967
Perennial Investment Advisors
California
$231K -$55.1K -1,016 -19%
HCM
1968
Hutchinson Capital Management
California
$231K -$1.41K -26 -0.6%
ES
1969
Eagle Strategies
New York
$230K +$230K +4,237 New
LWM
1970
Liberty Wealth Management
California
$229K +$229K +4,217 New
CGH
1971
CMG Global Holdings
Texas
$229K -$15.5K -285 -6%
FL
1972
Fort LP
Maryland
$228K -$6.89K -127 -3%
WFA
1973
WestHill Financial Advisors
California
$228K +$3.15K +58 +1%
DWM
1974
Dechtman Wealth Management
Colorado
$228K +$2.22K +41 +1%
D
1975
Diversified
Delaware
$228K +$228K +4,197 New
77 78
79
80 81