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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 %
HW
976
Hancock Whitney
Mississippi
$1.01M -$11K -264 -1%
MCM
977
Monarch Capital Management
Indiana
$1.01M -$35.9K -864 -3%
OAM
978
Oxford Asset Management
United Kingdom
$1M +$1M +24,196 New
BFO
979
Boston Family Office
Massachusetts
$1M – – –
ET
980
Equitable Trust
Tennessee
$999K +$14.7K +355 +1%
WW
981
Waterfront Wealth
Kansas
$998K +$155K +3,743 +18%
JWCA
982
J.W. Cole Advisors
Florida
$997K -$275K -6,622 -22%
SCTC
983
Sanibel Captiva Trust Company
Florida
$997K +$189K +4,549 +23%
PFC
984
Poplar Forest Capital
California
$996K – – –
IAS
985
Insigneo Advisory Services
Florida
$995K -$152K -3,187 -13%
WJWM
986
Williams Jones Wealth Management
New York
$992K -$703K -16,939 -41%
CAM
987
Cobblestone Asset Management
Virginia
$991K -$4.15K -100 -0.4%
BPWM
988
Badgley Phelps Wealth Managers
Washington
$991K -$70.6K -1,700 -7%
WWM
989
Western Wealth Management
Colorado
$987K -$106K -2,545 -10%
Luther King Capital Management (LKCM)
990
Luther King Capital Management (LKCM)
Texas
$984K -$428K -10,298 -30%
CD
991
Chapin Davis
Maryland
$984K +$47.3K +1,140 +5%
OPW
992
Oxler Private Wealth
New York
$976K -$293K -7,044 -23%
RPC
993
Rossmore Private Capital
Connecticut
$976K -$562K -13,542 -37%
HDIM
994
Hanson & Doremus Investment Management
Vermont
$969K -$276K -6,652 -22%
CA
995
Claro Advisors
Massachusetts
$964K +$59.3K +1,429 +7%
LCM
996
Lazari Capital Management
California
$962K -$63.7K -1,535 -6%
WB
997
Webster Bank
Connecticut
$959K -$108K -2,608 -10%
KIA
998
KCM Investment Advisors
California
$954K -$98.6K -2,375 -9%
PL
999
Perpetual Ltd
Australia
$954K -$357K -8,600 -27%
PAA
1000
Peregrine Asset Advisers
Oregon
$954K +$304K +7,310 +47%
38 39
40
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