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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 %
HWA
1301
HCR Wealth Advisors
California
$501K -$98.3K -2,366 -16%
PMIA
1302
Patrick Mauro Investment Advisor
Illinois
$500K -$624K -15,016 -55%
SN
1303
Sittner & Nelson
Oregon
$498K +$25.6K +617 +5%
MCA
1304
MSH Capital Advisors
Arizona
$497K -$139K -3,356 -22%
GIM
1305
Guardian Investment Management
California
$496K -$90.3K -2,175 -15%
CBT
1306
CoreFirst Bank & Trust
Kansas
$496K -$18.3K -440 -4%
MBT
1307
Montecito Bank & Trust
California
$494K -$29.1K -700 -6%
BCM
1308
Bayesian Capital Management
New York
$494K +$494K +11,900 New
HNWAG
1309
High Net Worth Advisory Group
Florida
$493K -$174K -4,187 -26%
BIM
1310
Baldwin Investment Management
Pennsylvania
$492K -$234K -5,630 -32%
BCB
1311
Brian C. Broderick
$491K -$60.2K -1,450 -11%
LA
1312
LVW Advisors
New York
$491K -$441K -10,614 -47%
FCFC
1313
First Commonwealth Financial Corp
Pennsylvania
$491K -$61.1K -1,471 -11%
ACS
1314
Archford Capital Strategies
Illinois
$491K -$7.1K -171 -1%
LF
1315
Lantz Financial
Illinois
$490K +$72.6K +1,747 +17%
TC
1316
Truvestments Capital
Florida
$490K -$109K -2,614 -18%
HCP
1317
Hexagon Capital Partners
Arkansas
$487K -$164K -3,948 -25%
PF
1318
Phoenix Financial
Israel
$487K -$1.76M -42,322 -78%
SAM
1319
Seelaus Asset Management
New Jersey
$483K -$165K -3,979 -25%
FFBTD
1320
First Financial Bank - Trust Division
Ohio
$478K -$48.8K -1,174 -9%
SC
1321
Steph & Co
Wisconsin
$477K +$1.41K +34 +0.3%
ZIM
1322
Zacks Investment Management
Illinois
$475K -$8.82M -212,259 -95%
RIA
1323
Realta Investment Advisors
Delaware
$474K -$87.6K -2,110 -16%
OP
1324
ORG Partners
Indiana
$473K +$420K +10,170 +786%
GM
1325
GeoWealth Management
Illinois
$473K -$288K -6,925 -38%
51 52
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