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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
$2.91B
2
Capital International Investors
Capital International Investors
California
$3.81B
3
Pzena Investment Management
Pzena Investment Management
New York
$667M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$680M
5
VanEck Associates
VanEck Associates
New York
$431M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.59B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.1B
3
Ameriprise
Ameriprise
Minnesota
$1.07B
4
Fidelity International
Fidelity International
Bermuda
$65.8M
5
BlackRock
BlackRock
New York
$8.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
2426
Pinnacle Wealth Planning Services
Ohio
– -$227K -4,422 Closed
IA
2427
IFG Advisory
Georgia
– -$227K -4,418 Closed
SRL
2428
Scientech Research LLC
New Jersey
– -$225K -4,393 Closed
GDP
2429
Great Diamond Partners
Maine
– -$224K -4,372 Closed
OCBCO
2430
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$223K -4,343 Closed
IFPG
2431
Intrepid Financial Planning Group
Indiana
– -$220K -4,281 Closed
SHFA
2432
SC&H Financial Advisors
Maryland
– -$219K -4,274 Closed
BFAG
2433
Blackston Financial Advisory Group
Florida
– -$219K -4,267 Closed
PAIM
2434
Punch & Associates Investment Management
Minnesota
– -$218K -4,247 Closed
BAM
2435
Blueshift Asset Management
New Jersey
– -$216K -4,214 Closed
MW
2436
MBL Wealth
North Carolina
– -$215K -4,193 Closed
BOSSRA
2437
B.O.S.S. Retirement Advisors
Utah
– -$213K -4,142 Closed
PWM
2438
PBMares Wealth Management
Virginia
– -$212K -4,141 Closed
NPT
2439
Nixon Peabody Trust
Massachusetts
– -$208K -4,054 Closed
MWA
2440
Meridian Wealth Advisors
Texas
– -$208K -4,050 Closed
PL
2441
Parthenon LLC
Kentucky
– -$206K -4,023 Closed
IWA
2442
IVC Wealth Advisors
Pennsylvania
– -$205K -4,000 Closed
GA
2443
Greytown Advisors
Florida
– -$202K -3,938 Closed
ACM
2444
AUA Capital Management
Pennsylvania
– -$202K -3,937 Closed
KTA
2445
Keeley-Teton Advisors
Illinois
– -$201K -3,927 Closed
TI
2446
Truepoint Inc
Ohio
– -$202K -3,927 Closed
MGAM
2447
McGowan Group Asset Management
Texas
– -$201K -3,916 Closed
FCM
2448
Firestone Capital Management
Florida
– -$200K -3,903 Closed
XS
2449
XR Securities
Illinois
– -$200K -3,902 Closed
RFA
2450
Resurgent Financial Advisors
Georgia
– -$179K -3,489 Closed
96 97
98
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