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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 %
Balyasny Asset Management
1526
Balyasny Asset Management
Illinois
$332K -$1.92M -46,320 -85%
LIA
1527
LBMC Investment Advisors
Tennessee
$332K +$249 +6 +0.1%
MAM
1528
Morse Asset Management
Connecticut
$332K – – –
CFO
1529
CVA Family Office
Colorado
$332K +$51K +1,229 +18%
QCG
1530
Quadrant Capital Group
Ohio
$332K -$147K -3,529 -31%
CCP
1531
Cassia Capital Partners
North Carolina
$332K -$157K -3,792 -32%
BHIA
1532
Birch Hill Investment Advisors
Massachusetts
$331K -$35.3K -851 -10%
CRI
1533
Colonial River Investments
Virginia
$331K +$7.89K +190 +2%
BMC
1534
Benin Management Corp
Connecticut
$330K -$1.91K -46 -0.6%
GWMR
1535
GC Wealth Management RIA
Massachusetts
$330K -$47.4K -1,141 -13%
SAM
1536
Summit Asset Management
Tennessee
$330K – – –
AAG
1537
Armstrong Advisory Group
Massachusetts
$329K -$14K -338 -4%
AG
1538
Algert Global
California
$328K +$328K +7,901 New
CWS
1539
Confluence Wealth Services
Pennsylvania
$328K -$87.3K -2,101 -21%
SWM
1540
Selective Wealth Management
Virginia
$327K -$1.68K -41 -0.5%
LC
1541
Lindbrook Capital
California
$325K -$50K -1,203 -13%
WAM
1542
Walker Asset Management
Missouri
$325K +$56.9K +1,371 +21%
SWA
1543
Strata Wealth Advisors
Texas
$324K +$324K +7,803 New
NSAM
1544
North Star Asset Management
Wisconsin
$324K -$56K -1,349 -15%
XWM
1545
Xcel Wealth Management
Florida
$324K -$111K -2,665 -25%
OCPWS
1546
One Charles Private Wealth Services
Massachusetts
$323K -$1.37K -33 -0.4%
CT
1547
Coastline Trust
Rhode Island
$322K -$144K -3,465 -31%
CB
1548
CNB Bank
Pennsylvania
$322K -$34.1K -822 -10%
WSCM
1549
Wellington Shields Capital Management
New York
$321K +$14.2K +341 +5%
FMLI
1550
Fukoku Mutual Life Insurance
Japan
$320K – – –
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62
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