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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,237 hedge funds and large institutions have $77.9B invested in Bristol-Myers Squibb in 2024 Q3 according to their latest regulatory filings, with 266 funds opening new positions, 810 increasing their positions, 918 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
+109
Holders Change %
+5.12%
% of All Funds
32.35%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
266
Increased
810
Reduced
918
Closed
131
Calls
$1.88B
Puts
$1.99B
Net Calls
-$110M
Net Calls Change
+$34.9M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$365M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$256M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$206M
5
Millennium Management
Millennium Management
New York
+$191M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$660M
2
Citadel Advisors
Citadel Advisors
Florida
-$305M
3
SOMRS
State of Michigan Retirement System
Michigan
-$210M
4
Squarepoint
Squarepoint
New York
-$203M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1776
Talon Private Wealth
Florida
$272K +$272K +5,257 New
CTA
1777
Chesley Taft & Associates
Illinois
$272K +$13K +252 +5%
ML
1778
McAdam LLC
Pennsylvania
$270K +$270K +5,215 New
SWP
1779
Strategic Wealth Partners
Ohio
$269K -$10.9K -211 -4%
WGC
1780
Watts Gwilliam & Co
Arizona
$269K +$269K +5,120 New
TFA
1781
Tranquilli Financial Advisor
New Jersey
$268K +$1.66K +32 +0.6%
SSWM
1782
Sheets Smith Wealth Management
North Carolina
$268K -$12.4K -239 -4%
CWP
1783
Concord Wealth Partners
Virginia
$268K -$16.3K -315 -6%
BFPW
1784
BOK Financial Private Wealth
Colorado
$268K +$99.3K +1,920 +59%
FL
1785
Fort LP
Maryland
$268K +$9.16K +177 +4%
AHC
1786
Adell Harriman & Carpenter
Texas
$268K -$12.2K -235 -4%
WAG
1787
Wallace Advisory Group
California
$268K -$8.39K -202 -3%
PCA
1788
Peddock Capital Advisors
Massachusetts
$266K +$52 +1 +0%
WAOI
1789
Wealth Advisors of Iowa
Iowa
$266K +$1.6K +31 +0.6%
GCA
1790
Genesee Capital Advisors
New York
$266K +$362 +7 +0.1%
FFG
1791
Fiduciary Financial Group
California
$266K +$9.5K +181 +4%
SFI
1792
SPC Financial Inc
Maryland
$265K -$37.3K -721 -12%
LIG
1793
Lokken Investment Group
Delaware
$264K -$3.57K -69 -1%
MPWS
1794
McCarter Private Wealth Services
Massachusetts
$264K +$264K +5,098 New
CA
1795
CWC Advisors
Oregon
$263K +$263K +5,089 New
OFG
1796
Oxford Financial Group
Indiana
$263K -$105K -2,038 -29%
WAM
1797
Weatherly Asset Management
California
$263K +$263K +5,084 New
KTA
1798
Keeley-Teton Advisors
Illinois
$262K +$262K +5,070 New
WHG
1799
Westwood Holdings Group
Texas
$262K -$37.1K -718 -12%
TWM
1800
Tradition Wealth Management
Minnesota
$262K -$32.6K -630 -11%
70 71
72
73 74