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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 %
FCAS
2101
First Command Advisory Services
Texas
$110K -$866K -15,973 -89%
MCM
2102
MV Capital Management
Maryland
$108K -$23K -425 -18%
AFG
2103
Albion Financial Group
Utah
$108K +$40.3K +744 +60%
PBK
2104
Peoples Bank (Kansas)
Kansas
$108K – – –
HWA
2105
HHM Wealth Advisors
Tennessee
$107K -$8.57K -158 -7%
SOW
2106
State of Wyoming
Wyoming
$104K -$160K -2,957 -61%
RA
2107
Rise Advisors
New York
$104K +$70.1K +1,293 +205%
RAM
2108
Ramirez Asset Management
New York
$104K -$965K -17,798 -90%
NFSG
2109
Newbridge Financial Services Group
Florida
$104K +$11.7K +216 +13%
CWM
2110
Cranbrook Wealth Management
Michigan
$104K – – –
HB
2111
Horizon Bancorp
Indiana
$102K +$4.65K +86 +5%
TLA
2112
Tanglewood Legacy Advisors
Texas
$101K – – –
CMP
2113
Coston McIsaac & Partners
Maine
$99K – – –
CFFP
2114
Center for Financial Planning
Michigan
$95.3K +$18.5K +341 +24%
CWC
2115
Carolinas Wealth Consulting
North Carolina
$95.1K -$660K -12,170 -87%
BAM
2116
Byrne Asset Management
New Jersey
$93.7K -$22.5K -415 -19%
IFAM
2117
Institutional & Family Asset Management
Colorado
$91.5K -$18.8K -347 -17%
MFA
2118
McClarren Financial Advisors
Pennsylvania
$91K -$11.7K -214 -11%
BFS
2119
Burkett Financial Services
South Carolina
$90.9K +$1.08K +20 +1%
GTAM
2120
Global Trust Asset Management
Florida
$89.5K -$5.42K -100 -6%
SIS
2121
Sound Income Strategies
Florida
$88.4K -$488 -9 -0.5%
CWM
2122
CarsonAllaria Wealth Management
Illinois
$87.7K – – –
EPW
2123
Evergreen Private Wealth
Colorado
$86.3K -$5.42K -100 -6%
TCCM
2124
Timber Creek Capital Management
Massachusetts
$85.4K – – –
T
2125
Tidemark
California
$83.5K -$4.88K -90 -6%
83 84
85
86 87