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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 %
ITIM
1226
Indiana Trust & Investment Management
Indiana
$585K -$66.2K -1,595 -10%
CC
1227
Chicago Capital
Illinois
$582K -$73.7K -1,775 -11%
CPIA
1228
Cornell Pochily Investment Advisors
New York
$582K +$123K +2,958 +27%
OPTFSNA
1229
Old Point Trust & Financial Services N A
Virginia
$581K +$73.5K +1,770 +14%
FNFDCM
1230
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$580K -$103K -2,473 -15%
PWP
1231
Principle Wealth Partners
Connecticut
$579K +$196K +4,725 +51%
RC
1232
Roundview Capital
New Jersey
$578K -$48.2K -1,161 -8%
CAI
1233
Capital Advisors Inc
Oklahoma
$578K +$48K +1,156 +9%
CPA
1234
Court Place Advisors
Maryland
$577K -$10.4K -250 -2%
CWG
1235
Cornerstone Wealth Group
North Carolina
$577K +$40.3K +971 +8%
IF
1236
IRON Financial
Illinois
$576K +$14.1K +340 +3%
BC
1237
Burney Company
Virginia
$572K -$14.3K -345 -2%
BWA
1238
Beam Wealth Advisors
Louisiana
$570K +$570K +13,735 New
WPW
1239
Waldron Private Wealth
Pennsylvania
$570K +$6.6K +159 +1%
WF
1240
WoodTrust Financial
Wisconsin
$569K -$830 -20 -0.1%
SPA
1241
Sherbrooke Park Advisers
New York
$568K +$244K +5,867 +75%
LSPW
1242
Lake Street Private Wealth
Illinois
$567K -$157K -3,789 -22%
RVPG
1243
Relative Value Partners Group
$567K +$567K +13,658 New
FMB
1244
Field & Main Bank
Kentucky
$567K -$22.8K -550 -4%
AMIM
1245
Aull & Monroe Investment Management
Alabama
$566K -$82.6K -1,989 -13%
FFS
1246
Founders Financial Securities
Maryland
$565K +$50.3K +1,212 +10%
VF
1247
Virtu Financial
New York
$565K +$290K +6,985 +105%
PWG
1248
Portside Wealth Group
Utah
$564K -$114K -2,734 -17%
SCA
1249
St. Clair Advisors
Ohio
$563K – – –
LCM
1250
LVM Capital Management
Michigan
$563K – – –
48 49
50
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