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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 %
PA
1826
PFG Advisors
Arizona
$203K -$2.7K -65 -1%
SGC
1827
Slocum, Gordon & Co
Rhode Island
$202K +$15K +360 +8%
BCA
1828
Bray Capital Advisors
Florida
$202K -$22.6K -545 -10%
FFG
1829
Fiduciary Financial Group
California
$201K +$201K +4,886 New
AWM
1830
Accel Wealth Management
Iowa
$201K -$3.95K -95 -2%
BBNA
1831
Bremer Bank National Association
Minnesota
$201K -$75.5K -1,818 -27%
NCM
1832
Novare Capital Management
North Carolina
$200K -$41.7K -1,005 -17%
VC
1833
Vicus Capital
Pennsylvania
$200K +$39.2K +944 +24%
PP
1834
PDS Planning
Ohio
$200K -$103K -2,488 -34%
ACA
1835
Atlas Capital Advisors
Wyoming
$199K +$58.6K +1,410 +42%
SWS
1836
SYSTM Wealth Solutions
Illinois
$198K -$2.55M -61,433 -93%
SWA
1837
SOA Wealth Advisors
New York
$194K +$31.5K +759 +19%
RTC
1838
Riverview Trust Company
Washington
$193K +$57.6K +1,388 +43%
MFC
1839
Mechanics Financial Corp
Ohio
$187K – – –
HFS
1840
Hantz Financial Services
Michigan
$185K +$69.4K +1,671 +60%
VLKIM
1841
Van Lanschot Kempen Investment Management
Netherlands
$184K – – –
AA
1842
Addison Advisors
Vermont
$178K +$11.7K +281 +7%
SAM
1843
S.A. Mason
Michigan
$170K +$83 +2 +0%
WAM
1844
Wolverine Asset Management
Illinois
$167K +$167K +4,024 New
AAP
1845
Arax Advisory Partners
Colorado
$162K +$121K +2,910 +297%
AWM
1846
Avior Wealth Management
Nebraska
$155K -$68.6K -1,651 -31%
CT
1847
Clearstead Trust
Maine
$153K +$581 +14 +0.4%
TSMHT
1848
Thurston Springer Miller Herd & Titak
Indiana
$153K +$153K +3,692 New
BCP
1849
Blue Chip Partners
Michigan
$151K -$31.9K -768 -17%
WBWA
1850
William B. Walkup & Associates
South Carolina
$151K +$151K +3,636 New
72 73
74
75 76