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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 %
CS
1701
Capital Square
Tennessee
$247K -$19.7K -462 -7%
MCWA
1702
Meadow Creek Wealth Advisors
Georgia
$247K – – –
SHGA
1703
Sand Hill Global Advisors
California
$246K -$2.87K -69 -1%
BEAM
1704
Baker Ellis Asset Management
Washington
$246K -$8.31K -200 -3%
WA
1705
Wealth Architects
California
$246K -$19.1K -459 -7%
EGA
1706
E&G Advisors
Texas
$245K +$12.6K +300 +5%
JFA
1707
JNBA Financial Advisors
Minnesota
$245K +$10.4K +250 +4%
Fayez Sarofim & Co
1708
Fayez Sarofim & Co
Texas
$245K -$343K -8,248 -58%
IGGA
1709
Iron Gate Global Advisors
Utah
$245K – – –
MAG
1710
MRA Advisory Group
New Jersey
$245K +$245K +5,888 New
SFA
1711
Souders Financial Advisors
Ohio
$244K -$39.7K -955 -14%
CIA
1712
Compass Ion Advisors
Pennsylvania
$243K – – –
SFI
1713
SPC Financial Inc
Maryland
$243K -$54.8K -1,319 -18%
CCA
1714
Cravens & Co Advisors
Tennessee
$243K +$243K +5,843 New
APWM
1715
Argonautica Private Wealth Management
Massachusetts
$243K – – –
CWM
1716
Compass Wealth Management
Connecticut
$242K -$76.1K -1,832 -24%
GWANC
1717
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K -$50.2K -1,209 -17%
WA
1718
WBH Advisory
Maryland
$242K -$123K -2,969 -34%
MC
1719
Mirabaud & Cie
Switzerland
$242K -$116K -2,800 -32%
ORC
1720
O'Rourke & Company
Massachusetts
$241K +$241K +5,801 New
KP
1721
Keel Point
Alabama
$240K +$28.2K +575 +13%
BIP
1722
Blueprint Investment Partners
North Carolina
$240K -$26.1K -629 -10%
WHG
1723
Westwood Holdings Group
Texas
$240K -$8.23M -198,248 -97%
CA
1724
Callahan Advisors
Texas
$240K +$55.9K +1,346 +30%
LWM
1725
Lyell Wealth Management
California
$240K -$26.9K -648 -10%
67 68
69
70 71