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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 %
CIM
1201
CIM Investment Management
Pennsylvania
$630K -$5.86K -141 -0.9%
CHAM
1202
Clear Harbor Asset Management
Connecticut
$630K -$9.97K -240 -2%
PFS
1203
Physicians Financial Services
North Carolina
$628K -$7.27K -175 -1%
AIM
1204
Athena Investment Management
California
$620K -$748 -18 -0.1%
SFG
1205
Sovereign Financial Group
Connecticut
$619K +$51.5K +1,241 +9%
GBT
1206
Grove Bank & Trust
Florida
$619K +$77.7K +1,870 +14%
MAM
1207
Mystic Asset Management
Rhode Island
$615K -$61.1K -1,471 -9%
FTWA
1208
Fifth Third Wealth Advisors
Ohio
$614K +$278K +6,692 +83%
AI
1209
Accredited Investors
Minnesota
$614K -$4.32K -104 -0.7%
JWM
1210
Jeppson Wealth Management
California
$612K -$607K -14,622 -50%
LAM
1211
L2 Asset Management
Massachusetts
$611K +$350K +8,428 +134%
FCP
1212
Fidelis Capital Partners
Florida
$608K +$279K +6,007 +85%
QWM
1213
Quadcap Wealth Management
Texas
$607K -$9.8K -236 -2%
BIM
1214
Bridges Investment Management
Nebraska
$606K +$81.9K +1,971 +16%
IP
1215
Investment Partners
Ohio
$602K -$19.1K -460 -3%
CHC
1216
City Holding Co
West Virginia
$601K -$80.2K -1,931 -12%
CWP
1217
Capital Wealth Planning
Florida
$600K – – –
CCM
1218
Cohen Capital Management
California
$596K -$1.66K -40 -0.3%
GWSG
1219
GPS Wealth Strategies Group
Colorado
$596K +$6.48K +156 +1%
TC
1220
Trust Company
Kansas
$595K -$188K -4,517 -24%
NA
1221
Navellier & Associates
Nevada
$592K -$12.5K -300 -2%
PBC
1222
Pavion Blue Capital
California
$591K – – –
BWM
1223
Buckley Wealth Management
Nevada
$591K -$62.3K -1,500 -10%
BTW
1224
Boston Trust Walden
Massachusetts
$590K -$4.15K -100 -0.7%
BIA
1225
Barry Investment Advisors
Massachusetts
$587K +$116K +2,794 +25%
47 48
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