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 %
GA
1476
Geller Advisors
New York
$525K +$49.6K +914 +10%
RWP
1477
Ridgecrest Wealth Partners
California
$525K -$21.7K -400 -4%
MFS
1478
Mirabella Financial Services
United Kingdom
$524K -$1.45M -26,700 -73%
TGAM
1479
TBH Global Asset Management
Tennessee
$524K +$49.1K +906 +10%
AFM
1480
Abbot Financial Management
Massachusetts
$523K +$117K +2,165 +29%
FFM
1481
Forum Financial Management
Illinois
$523K +$488 +9 +0.1%
OFS
1482
OneAscent Financial Services
Alabama
$523K -$17.4K -321 -3%
CIC
1483
Chilton Investment Company
Connecticut
$522K – – –
CA
1484
CapWealth Advisors
Tennessee
$521K -$116K -2,148 -18%
BFA
1485
Bill Few Associates
Pennsylvania
$521K +$24.4K +450 +5%
FSA
1486
Franklin Street Advisors
North Carolina
$520K -$55.3K -1,020 -10%
SAM
1487
Smartleaf Asset Management
Massachusetts
$519K +$143K +2,693 +38%
IPAM
1488
Investment Partners Asset Management
New Jersey
$518K -$60.7K -1,120 -10%
CAG
1489
Csenge Advisory Group
Florida
$514K +$55.2K +1,018 +12%
PL
1490
Plancorp LLC
Missouri
$514K +$5.91K +109 +1%
RDWM
1491
Red Door Wealth Management
Tennessee
$513K +$65.7K +1,212 +15%
TFS
1492
Thoroughbred Financial Services
Tennessee
$512K -$739K -13,643 -59%
MFA
1493
Mayflower Financial Advisors
Massachusetts
$511K -$11.1M -203,960 -96%
FFM
1494
Fullerton Fund Management
Singapore
$510K +$510K +9,408 New
JWS
1495
Juncture Wealth Strategies
Arizona
$510K +$510K +9,406 New
CAL
1496
Capital Analysts LLC
Pennsylvania
$510K +$68.8K +1,270 +16%
CL
1497
COWA LLC
Oklahoma
$507K +$110K +2,021 +28%
EWM
1498
Evermay Wealth Management
Virginia
$507K -$90.9K -1,677 -15%
VBCG
1499
Valley Brook Capital Group
Pennsylvania
$507K -$121K -2,230 -19%
SIMG
1500
Sonora Investment Management Group
Arizona
$506K +$28.4K +523 +6%
58 59
60
61 62