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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 %
WWP
1851
WR Wealth Planners
Missouri
$149K -$10.8K -260 -7%
PO
1852
Private Ocean
California
$148K -$6.11K -147 -4%
LS
1853
Livforsakringsbolaget Skandia
Sweden
$148K -$4.3M -103,500 -97%
OCM
1854
Osterweis Capital Management
California
$147K -$50.2K -1,208 -25%
AW
1855
Avion Wealth
Texas
$146K -$994 -24 -0.7%
BWL
1856
Bogart Wealth LLC
Virginia
$146K -$4.58M -110,402 -97%
GEA
1857
Glen Eagle Advisors
New Jersey
$144K -$22.4K -539 -13%
WOC
1858
West Oak Capital
California
$143K – – –
HI
1859
Hendershot Investments
Virginia
$142K -$22.4K -539 -14%
CHA
1860
Carmichael Hill & Associates
Maryland
$141K +$4.15K +100 +3%
FMTCOCP
1861
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$141K +$12.1K +292 +9%
CYG
1862
Clean Yield Group
Vermont
$139K -$34.9K -841 -20%
PCMC
1863
Planning Capital Management Corporation
Pennsylvania
$138K – – –
GJWM
1864
Gilliland Jeter Wealth Management
Arkansas
$136K +$7.06K +170 +5%
BFPW
1865
BOK Financial Private Wealth
Colorado
$135K -$6.06K -146 -4%
CSWM
1866
Cassady Schiller Wealth Management
Ohio
$133K +$8.31K +200 +7%
JWA
1867
JFS Wealth Advisors
Pennsylvania
$129K -$56.2K -1,353 -30%
HWA
1868
HHM Wealth Advisors
Tennessee
$125K +$43.7K +1,052 +54%
MSFP
1869
Mark Sheptoff Financial Planning
Connecticut
$123K -$4.15K -100 -3%
QC
1870
Quent Capital
New York
$122K -$42.5K -1,023 -26%
MCM
1871
MV Capital Management
Maryland
$122K +$39.1K +941 +47%
PGAM
1872
Princeton Global Asset Management
New Jersey
$121K -$50.5K -1,217 -30%
RFA
1873
Register Financial Advisors
Georgia
$119K -$79.7K -1,918 -40%
WBC
1874
West Branch Capital
Massachusetts
$118K +$24.9K +600 +27%
OA
1875
Operose Advisors
Wisconsin
$117K -$184K -4,425 -61%
73 74
75
76 77