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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 %
HIA
1026
Harbor Investment Advisory
Maryland
$910K -$17.4K -419 -2%
CFCI
1027
Comprehensive Financial Consultants Institutional
Indiana
$908K +$152K +3,655 +20%
DJSG
1028
D.J. St. Germain
Massachusetts
$902K -$46.6K -1,122 -5%
PWMG
1029
Prestige Wealth Management Group
New Jersey
$901K +$41.3K +995 +5%
MSAM
1030
Moloney Securities Asset Management
Missouri
$901K -$114K -2,757 -11%
FTDI
1031
First Trust Direct Indexing
Massachusetts
$897K -$30K -723 -3%
CCG
1032
Chatham Capital Group
Georgia
$897K – – –
TCMG
1033
TSP Capital Management Group
New Jersey
$897K -$289K -6,958 -24%
NCM
1034
NCM Capital Management
New Jersey
$897K +$278K +6,700 +45%
MIG
1035
McGuire Investment Group
Rhode Island
$895K -$347K -8,356 -28%
NB
1036
Nicolet Bankshares
Wisconsin
$895K -$57.6K -1,388 -6%
AIP
1037
ARS Investment Partners
New York
$895K -$44.1K -1,062 -5%
BFA
1038
Beacon Financial Advisory
Ohio
$891K +$155K +3,723 +21%
SIG
1039
Sky Investment Group
Connecticut
$889K -$15.4K -371 -2%
BTC
1040
Bank & Trust Company
Illinois
$888K +$888K +21,390 New
CI
1041
Cigna Investments
Connecticut
$888K -$6.03K -145 -0.7%
BLC
1042
Brown, Lisle/Cummings
Rhode Island
$885K +$58.7K +1,413 +7%
KWM
1043
Keebeck Wealth Management
Illinois
$884K +$412K +9,928 +87%
KMWM
1044
Keudell/Morrison Wealth Management
Oregon
$882K +$199K +4,793 +29%
NCFG
1045
New Century Financial Group
New Jersey
$882K +$12.3K +296 +1%
SP
1046
Symmetry Partners
Connecticut
$874K -$46K -1,107 -5%
TNB
1047
Thomasville National Bank
Georgia
$871K -$71.2K -1,714 -8%
CCA
1048
Cobblestone Capital Advisors
New York
$870K -$33.4K -804 -4%
CRC
1049
Curi RMB Capital
Illinois
$870K -$19.9K -478 -2%
VI
1050
Versor Investments
New York
$868K +$868K +20,900 New
40 41
42
43 44