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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 %
VCP
1651
Verus Capital Partners
Arizona
$268K -$47.6K -1,147 -15%
FB
1652
First Bancorp
Maine
$267K +$20.8K +500 +8%
WIM
1653
WealthPlan Investment Management
Nebraska
$267K -$12.5K -300 -4%
AC
1654
Apella Capital
Connecticut
$265K +$11.1K +272 +4%
HB
1655
HTLF Bank
Colorado
$265K -$15.2K -366 -5%
CIG
1656
Cascade Investment Group
Colorado
$264K +$264K +6,364 New
NECFA
1657
New England Capital Financial Advisors
Connecticut
$264K +$581 +14 +0.2%
WP
1658
WMS Partners
Maryland
$263K +$35.1K +844 +15%
C
1659
Covestor
United Kingdom
$263K +$32.5K +783 +14%
HR
1660
Hardy Reed
Mississippi
$263K +$263K +6,330 New
CWA
1661
Clearview Wealth Advisors
Oregon
$262K -$12.9K -310 -5%
TCM
1662
Traynor Capital Management
Pennsylvania
$262K -$56.7K -1,366 -18%
OBGC
1663
O'Brien Greene & Co
Pennsylvania
$262K +$8.14K +196 +3%
EWA
1664
ERTS Wealth Advisors
Michigan
$262K – – –
AAS
1665
Annex Advisory Services
Wisconsin
$261K -$25.3K -610 -9%
MAM
1666
McLean Asset Management
Virginia
$261K -$36K -875 -12%
BBA
1667
Baader Bank Aktiengesellschaft
Germany
$260K +$260K +6,615 New
IFS
1668
Ifrah Financial Services
Arkansas
$259K -$11.6K -279 -4%
IIM
1669
Ironwood Investment Management
Massachusetts
$259K – – –
CIC
1670
Crawford Investment Counsel
Georgia
$259K -$146K -3,513 -36%
OHWP
1671
Oak Harbor Wealth Partners
North Carolina
$258K +$17.3K +417 +7%
HCM
1672
Hilton Capital Management
New York
$258K – – –
LWANC
1673
Laurel Wealth Advisors (North Carolina)
North Carolina
$258K -$4.36K -105 -2%
1WM
1674
1858 Wealth Management
Ohio
$257K -$128K -3,072 -33%
PCM
1675
Princeton Capital Management
New Jersey
$257K -$33.4K -805 -12%
65 66
67
68 69