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 %
PMG
1501
ProVise Management Group
Florida
$350K -$215K -5,181 -38%
EL
1502
Essex LLC
Illinois
$350K -$10.4K -249 -3%
NC
1503
nVerses Capital
Florida
$349K +$349K +8,400 New
FFA
1504
Founders Financial Alliance
North Carolina
$348K +$53.5K +1,287 +18%
HT
1505
Heritage Trust
Oklahoma
$348K -$4.32K -104 -1%
AIM
1506
Aspen Investment Management
Michigan
$347K -$4.15K -100 -1%
CSA
1507
Cottage Street Advisors
Massachusetts
$347K -$13.1K -316 -4%
TPI
1508
Trust Point Inc
Wisconsin
$347K -$100K -2,418 -22%
VBCG
1509
Valley Brook Capital Group
Pennsylvania
$347K -$41.5K -1,000 -11%
MLL
1510
Moody Lynn & Lieberson
Massachusetts
$346K -$1.75M -42,144 -84%
MFA
1511
Mayflower Financial Advisors
Massachusetts
$344K -$47.7K -1,149 -12%
SFC
1512
SYM Financial Corp
Indiana
$343K +$343K +8,264 New
EWM
1513
EPG Wealth Management
Georgia
$342K -$464K -8,558 Closed
CCA
1514
Checchi Capital Advisers
California
$342K -$248K -5,963 -42%
PCG
1515
Prosperity Consulting Group
Maryland
$340K -$108K -2,593 -24%
AFP
1516
Ausdal Financial Partners
Iowa
$340K -$26.5K -639 -7%
SWM
1517
Sterling Wealth Management
Illinois
$339K – – –
BTWM
1518
Baker Tilly Wealth Management
Wisconsin
$339K -$382K -9,201 -53%
AFM
1519
Armstrong Fleming & Moore
District of Columbia
$338K – – –
SIAG
1520
Signet Investment Advisory Group
Rhode Island
$337K -$2.08K -50 -0.6%
GWI
1521
Grace & White Inc
New York
$335K – – –
IAMOG
1522
Investors Asset Management of Georgia
Georgia
$335K +$13.5K +326 +4%
LMKC
1523
L.M. Kohn & Company
Ohio
$335K -$22.3K -536 -6%
HNB
1524
Hilltop National Bank
Wyoming
$334K – – –
CA
1525
Cornerstone Advisory
Maryland
$333K -$140K -3,367 -30%
59 60
61
62 63