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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 %
MMPW
1326
Mitchell McLeod Pugh & Williams
Alabama
$472K -$319K -7,675 -40%
HC
1327
Hara Capital
Washington
$472K -$1.08K -26 -0.2%
DMBA
1328
Deseret Mutual Benefit Administrators
Utah
$470K +$37.1K +893 +9%
EA
1329
Emerald Advisors
Washington
$467K +$467K +11,239 New
CCFCSB
1330
Cape Cod Five Cents Savings Bank
Massachusetts
$465K -$3.32K -80 -0.7%
FNBSF
1331
First National Bank Sioux Falls
South Dakota
$465K – – –
LRPA
1332
L. Roy Papp & Associates
Arizona
$464K – – –
LGA
1333
Lebenthal Global Advisors
New York
$463K +$1.54K +37 +0.3%
AWM
1334
Aviso Wealth Management
Washington
$463K -$246K -5,933 -35%
BP
1335
BBR Partners
New York
$461K -$37.3K -899 -7%
LPT
1336
Legacy Private Trust
Wisconsin
$458K -$26.8K -645 -6%
BO
1337
Bank OZK
Arkansas
$458K -$88.4K -2,129 -16%
BP
1338
BNP Paribas
France
$457K -$677K -16,291 -60%
PMA
1339
Prudent Man Advisors
Illinois
$457K +$17.4K +420 +4%
BONH
1340
Bank of New Hampshire
New Hampshire
$456K -$5.19K -125 -1%
MSFS
1341
Main Street Financial Solutions
Pennsylvania
$455K -$4.98K -120 -1%
CIAS
1342
Capital Investment Advisory Services
North Carolina
$455K -$25.8K -622 -5%
WE
1343
Wealth Effects
Massachusetts
$454K -$10.8K -259 -2%
PWP
1344
Phillips Wealth Planners
Mississippi
$454K +$26.7K +649 +6%
MMM
1345
Mendel Money Management
Illinois
$453K +$28.5K +687 +7%
KCM
1346
KRS Capital Management
Michigan
$453K -$139K -3,346 -23%
JSL
1347
JT Stratford LLC
Georgia
$451K +$451K +10,861 New
NS
1348
NBC Securities
Alabama
$450K -$177K -4,264 -28%
RDWM
1349
Red Door Wealth Management
Tennessee
$450K +$57.5K +1,384 +15%
CCWM
1350
Cassaday & Co Wealth Management
Virginia
$449K -$112K -2,685 -20%
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