BMY icon

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 %
P
1151
&Partners
Tennessee
$955K +$413K +7,616 +76%
MSS
1152
Mitchell Sinkler & Starr
Pennsylvania
$953K -$519K -9,577 -35%
BIM
1153
Baldwin Investment Management
Pennsylvania
$948K -$35.2K -650 -4%
GPA
1154
Garrison Point Advisors
California
$947K -$21.7K -400 -2%
BBI
1155
Baxter Bros Inc
Connecticut
$947K -$244K -4,498 -20%
LSPW
1156
Lake Street Private Wealth
Illinois
$946K +$119K +2,197 +14%
GI
1157
GAMMA Investing
California
$945K +$236K +4,348 +33%
AT
1158
Arden Trust
Delaware
$942K -$11K -203 -1%
BTWM
1159
Baker Tilly Wealth Management
Wisconsin
$942K -$705 -13 -0.1%
DFA
1160
Delta Financial Advisors
Louisiana
$939K -$36.4K -671 -4%
LSA
1161
Lansing Street Advisors
Pennsylvania
$938K +$466K +8,595 +99%
SB
1162
Strategic Blueprint
Georgia
$938K +$411K +7,578 +78%
VCAM
1163
Van Cleef Asset Management
Ohio
$934K -$18.9K -348 -2%
1WA
1164
180 Wealth Advisors
Washington
$933K -$95.6K -1,762 -9%
1IA
1165
1620 Investment Advisors
Massachusetts
$931K +$903K +16,646 +3,153%
CPBTD
1166
Central Pacific Bank - Trust Division
Hawaii
$931K +$931K +17,565 New
RWM
1167
Ritholtz Wealth Management
New York
$930K +$80.2K +1,478 +9%
AWM
1168
Aviso Wealth Management
Washington
$926K +$681K +12,551 +277%
WIC
1169
Woodmont Investment Counsel
Tennessee
$918K -$91.4K -1,686 -9%
FA
1170
Fountainhead AM
New Jersey
$911K +$69.3K +1,277 +8%
GSC
1171
Grey Street Capital
Illinois
$909K +$637K +11,745 +234%
ACA
1172
Aptus Capital Advisors
Alabama
$909K +$125K +2,305 +16%
WG
1173
Welch Group
Alabama
$905K -$3.63M -66,868 -80%
CQS
1174
Credential Qtrade Securities
$905K +$905K +16,680 New
WW
1175
Waterfront Wealth
Kansas
$904K +$904K +20,278 New
45 46
47
48 49