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 %
WWP
2026
WR Wealth Planners
Missouri
$208K -$65.7K -1,212 -24%
AW
2027
Atlas Wealth
Ohio
$208K – – –
HTHT
2028
Hemenway Trust Hemenway Trust
New Hampshire
$208K -$40.9K -755 -16%
EWS
2029
Eagle Wealth Strategies
New Jersey
$207K – – –
LCGC
2030
Legacy Capital Group California
California
$207K +$207K +3,811 New
CG
2031
Cutler Group
California
$206K -$658K -12,173 -76%
PR
2032
Payden & Rygel
California
$206K – – –
PRIG
2033
Payden & Rygel Investment Group
California
$206K +$206K +3,800 New
LSA
2034
L & S Advisors
California
$205K +$205K +3,780 New
IP
2035
Ignite Planners
California
$205K -$7.1K -134 -3%
KA
2036
Kercheville Advisors
Texas
$205K +$205K +3,778 New
KA
2037
Kearns & Associates
California
$204K +$204K +3,770 New
PPWP
2038
Premier Path Wealth Partners
New Jersey
$204K -$16.6K -307 -8%
PO
2039
Private Ocean
California
$202K – – –
VCM
2040
Vivaldi Capital Management
Illinois
$202K -$32.3K -718 -14%
AWAP
2041
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$201K +$201K +3,707 New
SRIM
2042
Saratoga Research & Investment Management
California
$201K +$201K +3,704 New
MA
2043
MJP Associates
Connecticut
$201K +$201K +3,702 New
SCM
2044
SKBA Capital Management
California
$201K +$201K +3,700 New
CP
2045
Castleview Partners
Texas
$200K +$65K +1,199 +48%
CT
2046
Clearstead Trust
Maine
$200K +$705 +13 +0.4%
AW
2047
Avion Wealth
Texas
$193K -$40.8K -751 -17%
DI
2048
DAGCO Inc
Ohio
$193K +$161K +2,960 +502%
EC
2049
EntryPoint Capital
New York
$190K +$101K +1,857 +113%
BGAI
2050
Bruce G. Allen Investments
Colorado
$189K +$39.7K +732 +27%
80 81
82
83 84