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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 %
Jones Financial Companies
701
Jones Financial Companies
Missouri
$1.87M +$990K +23,843 +113%
JCM
702
Janney Capital Management
Pennsylvania
$1.86M -$114K -2,742 -6%
CG
703
Caprock Group
Idaho
$1.86M +$667K +16,069 +56%
LIP
704
Lighthouse Investment Partners
Florida
$1.86M -$2.67M -64,343 -59%
SF
705
Slagle Financial
Illinois
$1.85M +$150K +3,612 +9%
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$1.85M +$250K +6,015 +16%
WA
707
Wealth Alliance
New York
$1.85M +$224K +5,390 +14%
BG
708
Bahl & Gaynor
Ohio
$1.85M -$4.73K -114 -0.3%
PAS
709
Park Avenue Securities
New York
$1.85M -$335K -8,068 -15%
PVI
710
Pine Valley Investments
New Jersey
$1.84M +$34.3K +827 +2%
SB
711
Simmons Bank
Arkansas
$1.84M -$50.9K -1,225 -3%
KCM
712
Kerusso Capital Management
North Carolina
$1.84M +$1.84M +44,248 New
IAA
713
Independent Advisor Alliance
North Carolina
$1.83M -$119K -2,876 -6%
CC
714
Courier Capital
New York
$1.83M -$25.3K -610 -1%
ECM
715
Exchange Capital Management
Michigan
$1.82M +$365K +8,784 +25%
NSEDCP
716
NJ State Employees Deferred Compensation Plan
New Jersey
$1.82M – – –
LS
717
Leelyn Smith
Illinois
$1.81M +$207K +4,982 +13%
LWP
718
LMG Wealth Partners
Louisiana
$1.8M +$164K +3,950 +10%
IAIM
719
International Assets Investment Management
Florida
$1.79M +$93.1K +2,242 +5%
ZIG
720
Zuckerman Investment Group
Illinois
$1.79M +$1.25M +30,000 +228%
RIL
721
Rothschild Investment LLC
Illinois
$1.78M -$719K -17,317 -29%
BSB
722
Bangor Savings Bank
Maine
$1.78M -$195K -4,697 -10%
KWA
723
Kingswood Wealth Advisors
California
$1.78M -$124K -2,983 -7%
VFO
724
Virtus Family Office
Texas
$1.77M +$1.77M +42,709 New
AG
725
AIA Group
Hong Kong
$1.77M -$1.87M -45,087 -51%
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