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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 %
LA
1551
Lynch & Associates
Indiana
$320K -$14.3K -344 -4%
ADL
1552
Asset Dedication LLC
California
$319K -$122K -2,936 -28%
CCMG
1553
Clark Capital Management Group
Pennsylvania
$319K -$4.65K -112 -1%
WFS
1554
Widmann Financial Services
Maryland
$318K -$9.14K -220 -3%
OC
1555
Oakworth Capital
Alabama
$317K +$4.78K +115 +2%
VNA
1556
Valley National Advisers
Pennsylvania
$317K -$65.7K -1,587 -17%
SWA
1557
Sax Wealth Advisors
New Jersey
$316K -$253K -6,089 -44%
TBNY
1558
Trustco Bank (New York)
New York
$315K -$8.47K -204 -3%
WIC
1559
Wilkins Investment Counsel
Massachusetts
$314K – – –
EBA
1560
Eagle Bay Advisors
New York
$314K -$25.4K -611 -7%
PSFG
1561
Prairie Sky Financial Group
Illinois
$314K – – –
BOPW
1562
Brandywine Oak Private Wealth
Pennsylvania
$313K – – –
IFU
1563
iSAM Funds (UK)
United Kingdom
$313K +$313K +7,530 New
VCWA
1564
Vanguard Capital Wealth Advisors
Colorado
$311K -$12.5K -300 -4%
WIM
1565
Westside Investment Management
California
$311K +$30.4K +732 +11%
MP
1566
McDonald Partners
Ohio
$311K -$1.95K -47 -0.6%
HS
1567
Horan Securities
United States
$310K +$87.4K +2,104 +39%
CFS
1568
Commonwealth Financial Services
West Virginia
$309K -$23.8K -595 -7%
BAM
1569
Bellevue Asset Management
Washington
$309K -$50.5K -1,215 -14%
PCS
1570
Private Client Services
Kentucky
$307K +$74.4K +1,791 +32%
YC
1571
Yarbrough Capital
Tennessee
$307K – – –
BC
1572
Barrett & Company
Rhode Island
$307K -$65.3K -1,572 -18%
CHJWM
1573
Carlton Hofferkamp & Jenks Wealth Management
Texas
$307K – – –
SWIM
1574
Smallwood Wealth Investment Management
New Jersey
$307K – – –
FWP
1575
FAS Wealth Partners
Kansas
$306K -$13.8K -332 -4%
61 62
63
64 65