BMY icon

Bristol-Myers Squibb
BMY

Overview Fund Activity

2,128 hedge funds and large institutions have $63.6B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 681 increasing their positions, 1,039 reducing their positions, and 320 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,128
Holders Change
-185
Holders Change %
-8%
% of All Funds
30.95%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
169
Increased
681
Reduced
1,039
Closed
320
Calls
$1.5B
Puts
$1.65B
Net Calls
-$145M
Net Calls Change
-$470M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$443M
2
Charles Schwab
Charles Schwab
California
+$222M
3
UBS AM
UBS AM
Illinois
+$161M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$145M
5
Squarepoint
Squarepoint
New York
+$143M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$615M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$589M
3
Boston Partners
Boston Partners
Massachusetts
-$291M
4
Franklin Resources
Franklin Resources
California
-$241M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
601
Allworth Financial
California
$2.6M +$998K +23,405 +62%
WI
602
WBI Investments
New Jersey
$2.57M +$407K +9,801 +19%
DT
603
Diversified Trust
Tennessee
$2.56M -$405K -9,743 -14%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$2.56M +$297K +7,149 +13%
IC
605
IEQ Capital
California
$2.56M -$372K -8,957 -13%
IWC
606
Integrated Wealth Concepts
Massachusetts
$2.54M +$166K +3,994 +7%
GIA
607
Guyasuta Investment Advisors
Pennsylvania
$2.54M – – –
SFS
608
Sowell Financial Services
Arkansas
$2.53M +$111K +2,684 +5%
TCM
609
Twin Capital Management
Pennsylvania
$2.52M -$751K -18,087 -23%
KA
610
Keene & Associates
Texas
$2.5M +$51.9K +1,249 +2%
WS
611
Wedbush Securities
California
$2.5M +$59.2K +1,424 +2%
WC
612
Woodstock Corp
Massachusetts
$2.49M -$796K -19,168 -24%
AFG
613
American Financial Group
Ohio
$2.49M – – –
MVP
614
Miller Value Partners
Florida
$2.49M – – –
ZIG
615
Zurich Insurance Group
Switzerland
$2.48M – – –
AAM
616
AR Asset Management
California
$2.48M – – –
VDI
617
Vaughan David Investments
Illinois
$2.47M -$22M -530,950 -90%
SSI
618
Scott & Selber Inc
Texas
$2.44M -$1.02M -24,551 -29%
ECM
619
EagleClaw Capital Management
Massachusetts
$2.44M -$29.1K -700 -1%
CIC
620
Cornercap Investment Counsel
Georgia
$2.43M -$140K -3,364 -5%
RAM
621
Roanoke Asset Management
New Jersey
$2.43M -$32.2K -775 -1%
RFM
622
Royal Fund Management
Florida
$2.4M -$245K -5,848 -9%
CEI
623
Clark Estates Inc
New York
$2.4M -$91.4K -2,200 -4%
FIB
624
First Interstate Bank
Montana
$2.39M -$82.1K -1,977 -3%
TNBTD
625
Trustmark National Bank Trust Department
Mississippi
$2.39M -$353K -8,511 -13%
23 24
25
26 27