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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 %
SC
2076
Stephens Consulting
Michigan
$152K – – –
HFS
2077
Hantz Financial Services
Michigan
$151K -$8.35K -154 -5%
PCFFS
2078
Pacific Center for Financial Services
California
$150K – – –
BCMLT
2079
Beacon Capital Management LLC (Tennessee)
Tennessee
$146K -$4.56K -84 -3%
SWM
2080
Sugarloaf Wealth Management
Georgia
$145K -$31.7K -584 -18%
TFM
2081
TFC Financial Management
Massachusetts
$144K -$2.98K -55 -2%
TCM
2082
TD Capital Management
Tennessee
$143K +$10.6K +196 +8%
MHR
2083
Matthew Hamilton Rosenberg
$141K +$19.8K +373 +16%
PAI
2084
Pittenger & Anderson Inc
Nebraska
$139K +$55.5K +1,024 +66%
OCM
2085
Orion Capital Management
California
$138K – – –
SL
2086
Salomon & Ludwin
Virginia
$137K +$28.4K +523 +26%
SSG
2087
Summit Securities Group
New York
$136K -$403K -7,400 -75%
ATC
2088
Advantage Trust Company
Kansas
$136K – – –
HWA
2089
Heritage Wealth Advisors
Virginia
$134K -$64.4K -1,188 -32%
BCM
2090
Blume Capital Management
California
$134K – – –
NCTC
2091
New Covenant Trust Company
Indiana
$132K +$132K +2,433 New
GFPC
2092
Global Financial Private Client
Florida
$130K -$2.54K -48 -2%
GFL
2093
Granite FO LLC
New Hampshire
$127K – – –
JWM
2094
Janiczek Wealth Management
Colorado
$125K -$71K -1,309 -36%
TSWM
2095
Tyler-Stone Wealth Management
Ohio
$124K -$10.4K -192 -8%
WBC
2096
West Branch Capital
Massachusetts
$122K -$7.86K -145 -6%
GC
2097
Garde Capital
Washington
$121K -$15K -279 -11%
PMFA
2098
Plante Moran Financial Advisors
Michigan
$116K -$2.55K -47 -2%
FWM
2099
FSA Wealth Management
Massachusetts
$112K -$5.8K -107 -5%
RS
2100
Rakuten Securities
Japan
$112K +$65.8K +1,213 +142%
82 83
84
85 86