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 %
KFI
1651
Key Financial Inc
Pennsylvania
$376K – – –
OFG
1652
Oxford Financial Group
Indiana
$376K -$35.4K -652 -9%
AAM
1653
Aureus Asset Management
Massachusetts
$375K -$67.5K -1,244 -15%
AWM
1654
Aberdeen Wealth Management
Illinois
$375K – – –
SWP
1655
Strategic Wealth Partners
Ohio
$375K -$52.8K -974 -12%
HBW
1656
Hazlett, Burt & Watson
West Virginia
$375K -$75K -1,384 -17%
AAS
1657
Annex Advisory Services
Wisconsin
$375K -$189K -3,493 -34%
CSC
1658
Caldwell Sutter Capital
California
$374K +$71.1K +1,311 +23%
BL
1659
Balentine LLC
Georgia
$374K -$350K -6,461 -48%
KWMG
1660
King Wealth Management Group
Florida
$374K +$15K +277 +4%
TWA
1661
TCI Wealth Advisors
Arizona
$373K +$21.8K +402 +6%
MAM
1662
McLean Asset Management
Virginia
$373K -$10.6K -205 -3%
CRWM
1663
Castle Rock Wealth Management
California
$372K +$5.17K +117 +1%
DAM
1664
Draper Asset Management
New York
$371K -$1.17K -22 -0.3%
IIM
1665
InTrack Investment Management
Vermont
$370K +$9K +166 +2%
SFA
1666
Souders Financial Advisors
Ohio
$370K +$370K +6,830 New
CC
1667
Cipher Capital
New York
$370K -$677K -12,484 -65%
CWP
1668
Concord Wealth Partners
Virginia
$369K -$1.29M -23,840 -78%
BB
1669
Burford Brothers
Texas
$369K – – –
BMO
1670
Beck Mack & Oliver
New York
$369K – – –
AGA
1671
Arkos Global Advisors
Texas
$368K +$368K +6,791 New
TW
1672
TrinityPoint Wealth
Connecticut
$367K -$73.6K -1,357 -17%
WG
1673
Winton Group
United Kingdom
$367K +$367K +6,771 New
CFO
1674
CVA Family Office
Colorado
$367K +$201K +3,714 +122%
WIM
1675
Westside Investment Management
California
$366K -$21.4K -395 -6%
65 66
67
68 69