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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 %
STA
676
Summit Trail Advisors
New York
$2.02M +$1.34M +32,236 +197%
DSC
677
Duncker Streett & Co
Missouri
$2M -$162K -3,895 -7%
JPWM
678
Jamison Private Wealth Management
Georgia
$2M -$49.8K -1,199 -2%
C
679
Certuity
Florida
$1.98M +$201K +4,841 +11%
AWA
680
Arkadios Wealth Advisors
Georgia
$1.98M +$420K +10,110 +27%
FHB
681
First Hawaiian Bank
Hawaii
$1.98M -$642K -15,459 -25%
NRS
682
Neville Rodie & Shaw
New York
$1.97M -$2.16M -52,032 -52%
LOAMS
683
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.97M -$495K -11,913 -20%
CAAS
684
Capital Asset Advisory Services
Michigan
$1.96M +$377K +9,216 +24%
FCH
685
Freestone Capital Holdings
Washington
$1.96M -$393K -9,454 -17%
SHFA
686
SS&H Financial Advisors
Michigan
$1.96M -$41.5K -1,000 -2%
KCM
687
Kendall Capital Management
Maryland
$1.95M -$64K -1,542 -3%
SPC
688
Sigma Planning Corp
Michigan
$1.93M -$332K -7,996 -15%
BSW
689
Buckingham Strategic Wealth
Missouri
$1.93M -$125K -3,009 -6%
MCP
690
Mirador Capital Partners
California
$1.93M +$38.7K +931 +2%
YIH
691
Y-Intercept (HK)
Hong Kong
$1.92M +$1.92M +46,167 New
WTFG
692
Wells Trecaso Financial Group
Ohio
$1.9M -$79.5K -1,915 -4%
NEAM
693
New England Asset Management
Connecticut
$1.89M -$51.3K -1,235 -3%
IHL
694
Investment House LLC
California
$1.89M +$533K +12,825 +39%
3IP
695
3Chopt Investment Partners
Virginia
$1.88M +$310K +7,465 +20%
CNBT
696
Canandaigua National Bank & Trust
New York
$1.88M -$293K -7,048 -13%
BAMF
697
BI Asset Management Fondsmaeglerselskab
Denmark
$1.88M +$424K +10,209 +29%
IMCOOI
698
Investment Management Corp of Ontario (IMCO)
Canada
$1.88M -$4.81M -115,871 -72%
BCM
699
Birmingham Capital Management
Alabama
$1.87M +$58.8K +1,416 +3%
HKAM
700
Horizon Kinetics Asset Management
New York
$1.87M +$63.5K +1,530 +4%
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