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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 %
TFF
1901
The Family Firm
Maryland
$88.8K +$88.8K +2,139 New
PMFA
1902
Plante Moran Financial Advisors
Michigan
$88.6K – – –
LIA
1903
Lynx Investment Advisory
District of Columbia
$87.4K +$87.4K +2,105 New
CCMI
1904
Creative Capital Management Investments
California
$86.7K +$26.5K +638 +44%
HWA
1905
Heritage Wealth Advisors
Virginia
$86K -$16.9K -408 -16%
YDMI
1906
Y.D. More Investments
Israel
$84.2K +$84.2K +2,027 New
RS
1907
Rakuten Securities
Japan
$84.1K -$1.91K -46 -2%
PBK
1908
Peoples Bank (Kansas)
Kansas
$82.3K – – –
RAM
1909
Ramirez Asset Management
New York
$79.6K – – –
CWM
1910
Cranbrook Wealth Management
Michigan
$79.3K – – –
TWP
1911
Triad Wealth Partners
Kansas
$79.3K +$79.3K +1,909 New
SIS
1912
Sound Income Strategies
Florida
$78.3K +$10.6K +255 +16%
BWP
1913
Baldwin Wealth Partners
Massachusetts
$78.2K -$308K -7,410 -80%
NFSG
1914
Newbridge Financial Services Group
Florida
$77.9K -$1.45K -35 -2%
TLA
1915
Tanglewood Legacy Advisors
Texas
$77.6K – – –
AT
1916
Arlington Trust
Alabama
$77.1K +$37.4K +900 +94%
KHC
1917
Koesten Hirschmann & Crabtree
Kansas
$76.9K – – –
JWM
1918
Janiczek Wealth Management
Colorado
$76.4K -$19.1K -461 -20%
CMP
1919
Coston McIsaac & Partners
Maine
$76K – – –
CWC
1920
Carolinas Wealth Consulting
North Carolina
$72.8K – – –
FCAS
1921
First Command Advisory Services
Texas
$72.3K -$12K -288 -14%
SIS
1922
Strategic Investment Solutions
Illinois
$72K +$72K +1,323 New
CFFP
1923
Center for Financial Planning
Michigan
$70.9K -$2.04K -49 -3%
MFA
1924
McClarren Financial Advisors
Pennsylvania
$69K -$1.32M -1,582 -95%
OWA
1925
Opal Wealth Advisors
New York
$68.8K +$68.8K +1,657 New
75 76
77
78 79