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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 %
KAS
1576
KPP Advisory Services
Kentucky
$306K -$23.6K -569 -7%
ABLA
1577
Alan B. Lancz & Associates
Ohio
$305K +$305K +7,350 New
SPI
1578
Sutton Place Investors
New York
$304K -$569K -13,700 -65%
LGG
1579
Luts & Greenleigh Group
Maryland
$304K +$304K +7,320 New
BFC
1580
Blue Fin Capital
Rhode Island
$303K – – –
HGWM
1581
Horst & Graben Wealth Management
Oregon
$303K +$2.74K +66 +0.9%
WTA
1582
Washington Trust Advisors
Massachusetts
$302K +$332 +8 +0.1%
TPA
1583
Trivium Point Advisory
Connecticut
$302K +$46.7K +1,124 +18%
BMCM
1584
Bryn Mawr Capital Management
Pennsylvania
$302K – – –
KWMG
1585
King Wealth Management Group
Florida
$299K +$12.9K +312 +5%
EFM
1586
E Fund Management
China
$299K +$34.9K +840 +13%
NSCM
1587
New South Capital Management
Tennessee
$299K – – –
ADMI
1588
Albert D. Mason Inc
Massachusetts
$298K -$1.45K -35 -0.5%
GAM
1589
Gould Asset Management
California
$298K -$4.15K -100 -1%
BMA
1590
Brooks Moore & Associates
Tennessee
$297K – – –
CSI
1591
Cross Staff Investments
New York
$297K +$374 +9 +0.1%
TAM
1592
Townsend Asset Management
North Carolina
$297K – – –
MA
1593
MKT Advisors
California
$297K -$18.2K -445 -6%
OFG
1594
Oxford Financial Group
Indiana
$296K +$7.64K +184 +3%
BWG
1595
Beta Wealth Group
California
$295K +$33.2K +799 +13%
MA
1596
MCF Advisors
Kentucky
$295K -$11.5K -278 -4%
LI
1597
LMCG Investments
Massachusetts
$295K -$2.58K -62 -0.9%
BCA
1598
Bay Colony Advisors
Massachusetts
$295K -$498K -11,998 -63%
WI
1599
WrapManager Inc
California
$295K -$117K -2,811 -28%
GC
1600
Gratus Capital
Georgia
$294K -$11K -266 -4%
62 63
64
65 66