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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 %
LWA
1251
Lantern Wealth Advisors
New York
$560K +$59.5K +1,432 +12%
DWM
1252
Diversify Wealth Management
Utah
$558K +$558K +11,715 New
TPWA
1253
TRUE Private Wealth Advisors
Oregon
$557K -$41.4K -996 -7%
SI
1254
Symmetry Investments
Jersey
$557K +$557K +13,400 New
WA
1255
Waverly Advisors
Alabama
$555K +$42K +1,011 +8%
SF
1256
Summit Financial
New Jersey
$554K +$209K +5,034 +61%
NEI
1257
Northwest & Ethical Investments
Ontario, Canada
$554K -$3.25M -78,345 -85%
AP
1258
Atwood & Palmer
Missouri
$554K – – –
OFG
1259
OmniStar Financial Group
North Carolina
$553K +$9.3K +224 +2%
FFG
1260
Fortem Financial Group
California
$553K -$20.4K -490 -4%
IBOK
1261
Independence Bank of Kentucky
Kentucky
$553K +$114K +2,755 +26%
AT
1262
Arden Trust
Delaware
$551K -$171K -4,121 -24%
VRM
1263
Vectors Research Management
New York
$550K – – –
PWAM
1264
Pinnacle West Asset Management
Wyoming
$550K +$8.09K +195 +1%
DWM
1265
Dorchester Wealth Management
Quebec, Canada
$550K -$45.6K -1,098 -8%
RBFC
1266
Roman Butler Fullerton & Co
Missouri
$548K -$74.4K -1,810 -12%
RWM
1267
Ritholtz Wealth Management
New York
$547K -$165K -3,969 -23%
ATIA
1268
American Trust Investment Advisors
New Hampshire
$545K +$27.2K +654 +5%
GD
1269
Grandfield & Dodd
New York
$543K -$6.23K -150 -1%
BB
1270
Berkshire Bank
Massachusetts
$537K -$95.9K -2,310 -15%
SF
1271
Symphony Financial
Texas
$536K +$244K +5,942 +84%
NPA
1272
Nichols & Pratt Advisers
Massachusetts
$536K – – –
RC
1273
Rovin Capital
Arizona
$534K +$313K +7,546 +142%
RWMG
1274
Redwood Wealth Management Group
New Jersey
$533K +$3.03K +73 +0.6%
PWP
1275
Private Wealth Partners
California
$532K -$12.5K -300 -2%
49 50
51
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