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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 %
ICM
1601
IMS Capital Management
Oregon
$294K -$98 -2 -0%
MFFIA
1602
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$293K +$293K +7,052 New
ONSWM
1603
Old North State Wealth Management
North Carolina
$293K +$17.4K +419 +6%
AC
1604
Avestar Capital
New York
$292K -$127K -3,065 -30%
BMCM
1605
Burns Matteson Capital Management
New York
$291K +$291K +7,009 New
AMG
1606
Advisors Management Group
Wisconsin
$291K -$4.9K -118 -2%
PWM
1607
Prentice Wealth Management
New York
$291K -$10.5K -254 -4%
OWA
1608
One Wealth Advisors
California
$289K -$130K -2,775 -31%
KFI
1609
Key Financial Inc
Pennsylvania
$288K – – –
MWM
1610
Mosley Wealth Management
California
$288K +$30.3K +730 +12%
WKSWA
1611
White Knight Strategic Wealth Advisors
New Jersey
$288K +$288K +6,928 New
AWM
1612
Aberdeen Wealth Management
Illinois
$287K – – –
OCBCO
1613
Oversea-Chinese Banking Corp (OCBC)
Singapore
$287K +$287K +6,758 New
WPC
1614
Wedmont Private Capital
Pennsylvania
$287K -$75.1K -1,857 -21%
FAT
1615
First American Trust
California
$285K +$24.5K +589 +9%
NFG
1616
Nations Financial Group
Iowa
$285K +$3.86K +93 +1%
GLLW
1617
Graves Light Lenhart Wealth
Virginia
$284K -$9.54K -231 -3%
HBW
1618
Hazlett, Burt & Watson
West Virginia
$283K -$4.15K -100 -1%
WAAG
1619
Wealth Alliance Advisory Group
Kansas
$283K -$20.1K -485 -7%
SIA
1620
Soltis Investment Advisors
Utah
$283K +$26.2K +631 +10%
BB
1621
Burford Brothers
Texas
$282K – – –
PWW
1622
Pettyjohn Wood & White
Virginia
$282K -$8.31K -200 -3%
AL
1623
Aspiriant LLC
California
$282K -$96.7K -2,329 -26%
FG
1624
Foster Group
Iowa
$282K +$4.73K +114 +2%
FPB
1625
First PREMIER Bank
South Dakota
$280K -$148K -3,573 -35%
63 64
65
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