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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 %
BIA
2126
Bell Investment Advisors
California
$83.4K +$12.8K +236 +18%
LF
2127
LifeSteps Financial
California
$83.1K +$83.1K +1,532 New
FFWM
2128
Future Financial Wealth Management
Ohio
$82.7K +$82.7K +1,525 New
ME
2129
McIlrath & Eck
Washington
$81.1K -$19.8K -365 -20%
TFIPS
2130
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.5K -$54.2K -1,000 -40%
CCMI
2131
Creative Capital Management Investments
California
$78.6K – – –
VAMG
2132
Voisard Asset Management Group
Michigan
$78.5K +$922 +17 +1%
KHC
2133
Koesten Hirschmann & Crabtree
Kansas
$76.9K +$2.06K +38 +3%
HIM
2134
Hillsdale Investment Management
Ontario, Canada
$75.6K -$45K -830 -37%
TIM
2135
Tortoise Investment Management
New York
$74.6K +$54 +1 +0.1%
PWMG
2136
Private Wealth Management Group
New Jersey
$74.4K -$88.8K -1,638 -54%
MIFH
2137
Migdal Insurance & Financial Holdings
Israel
$74K – – –
AEPWM
2138
Atlantic Edge Private Wealth Management
Florida
$70.9K +$434 +8 +0.6%
FFWA
2139
FRG Family Wealth Advisors
Washington
$70.1K +$70.1K +1,596 New
PP
2140
PrairieView Partners
Minnesota
$70K +$328 +6 +0.5%
FRA
2141
Front Row Advisors
California
$69K +$69K +1,273 New
OP
2142
ORG Partners
Indiana
$68.6K -$142K -2,688 -68%
TCM
2143
Tradewinds Capital Management
Washington
$66.4K -$651 -12 -1%
FDCP
2144
Foster Dykema Cabot & Partners
Massachusetts
$66.1K – – –
VWM
2145
Venturi Wealth Management
Texas
$65.7K +$18.2K +335 +38%
MFT
2146
Moisand Fitzgerald Tamayo
Florida
$65.6K – – –
FCMT
2147
Founders Capital Management (Texas)
Texas
$65.1K +$5.42K +100 +9%
PC
2148
Promethos Capital
Massachusetts
$64.8K – – –
IRAG
2149
Investment Research & Advisory Group
Georgia
$63.4K – – –
MLA
2150
MB, Levis & Associates
Pennsylvania
$62.4K +$488 +9 +0.8%
84 85
86
87 88