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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 %
NCM
2226
Northwest Capital Management
Oregon
$21.7K – – –
PCM
2227
Palouse Capital Management
Washington
$21.7K +$21.7K +400 New
CIA
2228
Cape Investment Advisory
Georgia
$20.2K +$5.48K +101 +37%
CA
2229
Centerpoint Advisors
Massachusetts
$20K – – –
RDIA
2230
RE Dickinson Investment Advisors
Iowa
$19K – – –
JAM
2231
JCIC Asset Management
Ontario, Canada
$18.4K – – –
IWP
2232
IAG Wealth Partners
Wisconsin
$18.2K – – –
TWD
2233
True Wealth Design
Ohio
$17.2K +$1.25K +23 +8%
KWAG
2234
Kiely Wealth Advisory Group
North Carolina
$17K +$1.53K +34 +10%
PA
2235
Pineridge Advisors
Missouri
$16.9K +$5.37K +99 +46%
HCM
2236
Hollencrest Capital Management
California
$16.5K – – –
HI
2237
Hoey Investments
Pennsylvania
$16.3K -$11.4K -211 -41%
BSWA
2238
Bromfield Sneider Wealth Advisors
Massachusetts
$15.1K – – –
FCT
2239
First Community Trust
Iowa
$14.2K -$10.8K -200 -43%
BEI
2240
Benjamin Edwards Inc
Missouri
$14K +$8.91K +168 +175%
MWA
2241
Miller Wealth Advisors
Colorado
$13.8K +$163 +3 +1%
SFFS
2242
Stonehage Fleming Financial Services
Jersey
$13.5K +$13.5K +195 New
DCP
2243
Distillate Capital Partners
Illinois
$13.4K +$2.12K +39 +19%
DF
2244
Dunhill Financial
United Kingdom
$13.3K +$1.57K +29 +13%
DWM
2245
Dogwood Wealth Management
Kansas
$12.5K +$163 +3 +1%
RG
2246
Retirement Group
California
$12.4K – – –
APW
2247
Acima Private Wealth
Virginia
$10.8K – – –
GWSA
2248
Global Wealth Strategies & Associates
Colorado
$10.8K – – –
FWA
2249
FSC Wealth Advisors
New York
$10.8K – – –
CJH
2250
Christopher J. Hasenberg
Wisconsin
$10.3K +$10.3K +190 New
88 89
90
91 92