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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 %
WAS
1751
Wealth Advisory Solutions
Indiana
$231K +$231K +5,574 New
AWM
1752
Aprio Wealth Management
Georgia
$231K -$9.64K -232 -4%
WG
1753
Wealth Group
North Carolina
$231K -$26.3K -633 -10%
SWM
1754
Silverlake Wealth Management
Vermont
$231K +$125 +3 +0.1%
EB
1755
Eastern Bank
Massachusetts
$231K -$16.6K -400 -7%
FAFN
1756
First Affirmative Financial Network
Colorado
$230K +$34.5K +830 +18%
PBO
1757
Peoples Bank (Ohio)
Ohio
$230K -$31.1K -750 -12%
MRCM
1758
M&R Capital Management
New Jersey
$230K -$3.7K -89 -2%
WI
1759
Wedgewood Investors
Pennsylvania
$230K +$230K +5,532 New
VIP
1760
Vista Investment Partners
Oklahoma
$230K -$974K -23,443 -81%
BBWP
1761
Beacon Bridge Wealth Partners
Pennsylvania
$230K – – –
MIM
1762
Moseley Investment Management
Florida
$229K +$42 +1 +0%
AA
1763
Alta Advisers
United Kingdom
$228K – – –
CWP
1764
Concord Wealth Partners
Virginia
$228K -$54K -1,301 -19%
CTA
1765
Colonial Trust Advisors
South Carolina
$228K +$1.29K +31 +0.6%
MPM
1766
Meritage Portfolio Management
Kansas
$228K -$1.91K -46 -0.8%
CAL
1767
Capital Advisors Ltd
Ohio
$227K +$2.99K +72 +1%
AIA
1768
Alera Investment Advisors
Illinois
$227K -$413K -9,934 -65%
SBCM
1769
Schwerin Boyle Capital Management
Massachusetts
$227K – – –
SSWM
1770
Sheets Smith Wealth Management
North Carolina
$225K -$1.47M -35,474 -87%
SWP
1771
Strategic Wealth Partners
Ohio
$225K -$62.3K -1,501 -22%
PA
1772
Parkside Advisors
California
$225K – – –
HI
1773
Hudock Inc
Pennsylvania
$225K +$291 +7 +0.1%
AHC
1774
Adell Harriman & Carpenter
Texas
$225K -$19K -458 -8%
ASC
1775
Atalanta Sosnoff Capital
New York
$225K -$8.72K -210 -4%
69 70
71
72 73