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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 %
BHPW
1476
Beverly Hills Private Wealth
California
$367K +$29.5K +710 +9%
PCM
1477
Perritt Capital Management
Illinois
$367K +$53.4K +1,285 +17%
AIM
1478
Alhambra Investment Management
Florida
$366K -$381K -9,175 -51%
CW
1479
Cook Wealth
North Carolina
$366K +$366K +8,080 New
SFS
1480
Solitude Financial Services
Virginia
$366K +$116K +2,801 +47%
AWA
1481
Arete Wealth Advisors
Illinois
$365K -$156K -3,766 -30%
LFG
1482
Larson Financial Group
Missouri
$364K +$202K +4,864 +124%
GL
1483
Graypoint LLC
New York
$363K -$204K -4,912 -36%
MCM
1484
Marathon Capital Management
Maryland
$362K -$4.41M -106,160 -92%
ACM
1485
Allred Capital Management
Texas
$362K -$22.7K -546 -6%
MTC
1486
McDaniel Terry & Co
Texas
$362K -$4.07K -98 -1%
GCM
1487
Gables Capital Management
Florida
$361K – – –
ODG
1488
O'Dell Group
Ohio
$360K – – –
PIA
1489
Powell Investment Advisors
Florida
$359K – – –
MS
1490
Madden Securities
Texas
$356K +$356K +8,575 New
IRC
1491
Investors Research Corp
Georgia
$356K +$323K +7,775 +988%
Fiera Capital (Canada)
1492
Fiera Capital (Canada)
Quebec, Canada
$355K -$29.1K -700 -8%
CC
1493
Commons Capital
Massachusetts
$355K +$355K +8,546 New
WAM
1494
WNY Asset Management
New York
$354K +$19.5K +469 +6%
EWM
1495
Evermay Wealth Management
Virginia
$354K -$34.2K -823 -9%
AWA
1496
Acorn Wealth Advisors
Michigan
$352K +$73.6K +1,772 +26%
MMHP
1497
Murphy Middleton Hinkle & Parker
Georgia
$352K – – –
VHAM
1498
Van Hulzen Asset Management
California
$352K +$128K +3,087 +57%
RWA
1499
River Wealth Advisors
Pennsylvania
$352K +$33.1K +796 +10%
CWM
1500
Chesapeake Wealth Management
Virginia
$350K -$323K -7,773 -48%
58 59
60
61 62