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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 %
CT
1176
Chicago Trust
Illinois
$660K -$75K -1,805 -10%
MW
1177
Marcum Wealth
Ohio
$658K +$102K +2,466 +18%
ESB
1178
Essex Savings Bank
Connecticut
$654K -$31.9K -768 -5%
WIC
1179
Woodmont Investment Counsel
Tennessee
$652K -$51.1K -1,230 -7%
PFBT
1180
Parkside Financial Bank & Trust
Missouri
$650K -$7.52K -181 -1%
AIM
1181
Anchor Investment Management
South Carolina
$650K -$25.1K -605 -4%
SOAMC
1182
Spirit of America Management Corp
New York
$650K -$41.5K -1,000 -6%
VAM
1183
Verity Asset Management
North Carolina
$650K +$392K +9,436 +152%
FCM
1184
Fourpath Capital Management
Oklahoma
$649K +$217K +5,219 +50%
SWM
1185
SeaCrest Wealth Management
New York
$648K -$9.1K -219 -1%
GLA
1186
Good Life Advisors
Pennsylvania
$647K -$9.14K -220 -1%
MWA
1187
Midland Wealth Advisors
Illinois
$646K -$36.4K -877 -5%
WC
1188
Westhampton Capital
North Carolina
$644K +$243K +5,850 +61%
WT
1189
Washington Trust
Rhode Island
$643K +$12.6K +304 +2%
SAM
1190
Smartleaf Asset Management
Massachusetts
$641K +$236K +5,687 +58%
TWP
1191
Tempus Wealth Planning
California
$640K +$170K +4,095 +36%
PEA
1192
Park Edge Advisors
Ohio
$639K -$20.8K -500 -3%
MF
1193
Magnetar Financial
Illinois
$636K +$636K +15,307 New
RWPA
1194
Richard W. Paul & Associates
Michigan
$634K +$26K +625 +4%
NAS
1195
Nicolet Advisory Services
Wisconsin
$634K +$116K +2,818 +22%
BHBT
1196
Burke & Herbert Bank & Trust
Virginia
$634K +$432K +10,405 +214%
AAS
1197
Ameritas Advisory Services
Nebraska
$633K -$84.3K -2,029 -12%
ST
1198
Spinnaker Trust
Maine
$633K +$8.06K +194 +1%
PIM
1199
Penobscot Investment Management
Massachusetts
$631K -$53.7K -1,294 -8%
B
1200
Bailard
California
$631K +$1.58K +38 +0.3%
46 47
48
49 50