BMY icon

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 %
MIS
1376
Morningstar Investment Services
Illinois
$425K +$149K +3,586 +54%
PFA
1377
Pettinga Financial Advisors
Indiana
$425K -$12.1K -291 -3%
AWM
1378
Avaii Wealth Management
Wisconsin
$424K +$424K +10,221 New
CA
1379
CGN Advisors
Kansas
$424K -$1.27M -30,495 -75%
CPW
1380
Cove Private Wealth
New York
$422K – – –
DBIA
1381
Dumont & Blake Investment Advisors
New Jersey
$422K +$41.7K +1,005 +11%
NSB
1382
Norway Savings Bank
Maine
$422K -$18.1K -435 -4%
SSWM
1383
Smith Salley Wealth Management
North Carolina
$421K -$216K -5,204 -34%
TF
1384
Tompkins Financial
New York
$421K -$83.9K -2,021 -17%
BFO
1385
Biltmore Family Office
North Carolina
$421K -$41.5K -1,000 -9%
HR
1386
Howe & Rusling
New York
$420K -$18.7K -451 -4%
CCWA
1387
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$420K -$2.49K -60 -0.6%
PCMI
1388
Paradigm Capital Management Inc
New York
$419K – – –
UAG
1389
United Advisor Group
Ohio
$419K +$7.81K +188 +2%
LWAM
1390
Legacy Wealth Asset Management
Minnesota
$418K +$8.85K +213 +2%
CT
1391
Colonial Trust
South Carolina
$417K -$5.61K -135 -1%
CAS
1392
CTC Alternative Strategies
Illinois
$417K +$417K +10,034 New
LSAG
1393
Lake Street Advisors Group
New Hampshire
$415K -$147K -3,533 -26%
WKWM
1394
Walter & Keenan Wealth Management
Indiana
$415K -$8.72K -210 -2%
GCP
1395
GSA Capital Partners
United Kingdom
$415K +$415K +9,989 New
CCIA
1396
Cherry Creek Investment Advisors
Colorado
$415K -$14.4K -347 -3%
FFM
1397
Forum Financial Management
Illinois
$414K +$13.7K +330 +3%
ACA
1398
American Capital Advisory
Idaho
$413K – – –
FSA
1399
Franklin Street Advisors
North Carolina
$413K +$14.6K +351 +4%
KFA
1400
Krane Funds Advisors
New York
$412K -$20.8K -502 -5%
54 55
56
57 58