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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 %
PWM
751
Perigon Wealth Management
California
$1.68M -$72.7K -1,751 -4%
BBWA
752
Bell & Brown Wealth Advisors
California
$1.67M +$151K +3,626 +10%
APF
753
Alaska Permanent Fund
Alaska
$1.66M -$4.38M -92,024 -72%
QFA
754
Quattro Financial Advisors
Texas
$1.66M -$208K -5,000 -11%
BCI
755
Brinker Capital Investments
Pennsylvania
$1.65M -$147K -3,543 -8%
OPS
756
Orion Portfolio Solutions
Nebraska
$1.65M -$147K -3,543 -8%
LCM
757
Logan Capital Management
Pennsylvania
$1.65M -$224K -5,382 -12%
EWM
758
Evercore Wealth Management
New York
$1.64M -$507K -12,211 -24%
SJL
759
Shayne & Jacobs LLC
Tennessee
$1.64M +$1.23M +29,573 +300%
EWA
760
EP Wealth Advisors
California
$1.64M -$331K -7,961 -17%
OPA
761
Old Port Advisors
Maine
$1.63M -$5.32K -128 -0.3%
AA
762
AlphaMark Advisors
Kentucky
$1.63M +$692K +16,661 +74%
KCM
763
Kanawha Capital Management
Virginia
$1.62M -$488K -11,745 -23%
CFB
764
Cullen/Frost Bankers
Texas
$1.62M -$5.2M -125,153 -76%
HIC
765
Holderness Investments Company
North Carolina
$1.62M -$228K -5,484 -12%
BFA
766
Bragg Financial Advisors
North Carolina
$1.62M -$68.7K -1,653 -4%
LG
767
LaFleur & Godfrey
Michigan
$1.61M -$525K -12,648 -25%
FPAS
768
Focus Partners Advisor Solutions
Missouri
$1.61M +$23K +555 +1%
HAM
769
Hedges Asset Management
Nevada
$1.6M +$608K +14,650 +61%
BFS
770
Bradley Foster & Sargent
Connecticut
$1.59M -$964K -23,212 -38%
LNWWM
771
Laird Norton Wetherby Wealth Management
California
$1.59M -$536K -12,911 -25%
AA
772
Ancora Advisors
Ohio
$1.59M -$109K -2,622 -6%
RFA
773
RTD Financial Advisors
Pennsylvania
$1.58M +$1.58M +38,031 New
PAM
774
Peak Asset Management
Colorado
$1.58M -$72.3K -1,740 -4%
BFG
775
Bleakley Financial Group
New Jersey
$1.58M -$1.05M -25,392 -40%
29 30
31
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