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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 %
BFP
2151
Briaud Financial Planning
Texas
$62K +$62K +1,134 New
EIM
2152
Essex Investment Management
Massachusetts
$60.7K – – –
BL
2153
BFSG LLC
California
$60.7K +$11.9K +220 +24%
PFA
2154
Pathway Financial Advisers
Indiana
$59.9K -$1.48M -27,204 -96%
CJL
2155
Cyrus J. Lawrence
New York
$59K +$59K +1,100 New
FP
2156
Financial Perspectives
Minnesota
$57.8K – – –
S
2157
Sachetta
Massachusetts
$57.5K – – –
MSG
2158
Main Street Group
Virginia
$56.2K +$21.6K +404 +63%
RF
2159
Robbins Farley
New Hampshire
$56K +$10.4K +191 +23%
RFG
2160
RFP Financial Group
Georgia
$55.4K -$53K -977 -49%
BHWM
2161
Beaird Harris Wealth Management
Texas
$55.1K +$217 +4 +0.4%
CTWM
2162
Cherry Tree Wealth Management
Minnesota
$54.9K – – –
LTI
2163
Laffer Tengler Investments
Tennessee
$54.2K +$3.8K +70 +8%
WWM
2164
Wolff Wiese Magana
California
$53.9K -$6.89K -127 -11%
AAP
2165
Arax Advisory Partners
Colorado
$53.2K +$6.46K +119 +14%
AT
2166
Arlington Trust
Alabama
$51.8K -$5.42K -100 -9%
BHWM
2167
Bay Harbor Wealth Management
Maryland
$51.4K +$4.39K +81 +9%
GKIM
2168
GW&K Investment Management
Massachusetts
$49K +$12K +221 +32%
ACM
2169
Accent Capital Management
Ohio
$48.8K – – –
SIM
2170
Studio Investment Management
Illinois
$48.4K – – –
BCPWM
2171
Bradley & Co Private Wealth Management
Florida
$47K – – –
MS
2172
Maven Securities
Jersey
$46.8K +$46.8K +67,856 New
RWA
2173
Redmont Wealth Advisors
Illinois
$46.5K +$46.5K +858 New
SIC
2174
SJS Investment Consulting
Ohio
$46.2K +$54 +1 +0.1%
TFGT
2175
TS Financial Group (TSFG)
Illinois
$46K +$54 +1 +0.1%
85 86
87
88 89