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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 %
CAS
1951
Coppell Advisory Solutions
Texas
$51.3K +$51.3K +1,234 New
FDCP
1952
Foster Dykema Cabot & Partners
Massachusetts
$50.6K – – –
MFT
1953
Moisand Fitzgerald Tamayo
Florida
$50.2K – – –
AFG
1954
Albion Financial Group
Utah
$49.8K -$32.6K -785 -40%
FCMT
1955
Founders Capital Management (Texas)
Texas
$49.8K – – –
OW
1956
Olistico Wealth
Oklahoma
$49.8K +$49.8K +1,200 New
PC
1957
Promethos Capital
Massachusetts
$49.6K – – –
MLA
1958
MB, Levis & Associates
Pennsylvania
$48.2K +$415 +10 +0.9%
CB
1959
Chris Bulman
California
$48K +$48K +1,156 New
BFP
1960
Briaud Financial Planning
Texas
$47K – – –
MS
1961
Maven Securities
Jersey
$46.8K – – –
QL
1962
Quarry LP
New York
$46.6K +$46.6K +1,123 New
EIM
1963
Essex Investment Management
Massachusetts
$46.5K – – –
PFA
1964
Pathway Financial Advisers
Indiana
$46.5K +$664 +16 +1%
FNWA
1965
Financial Network Wealth Advisors
Utah
$45.3K +$45.3K +1,091 New
CJL
1966
Cyrus J. Lawrence
New York
$45K – – –
CA
1967
Continuum Advisory
Idaho
$45K -$2.56M -61,656 -98%
HWM
1968
HighMark Wealth Management
Minnesota
$45K +$16.8K +405 +60%
PWMG
1969
Private Wealth Management Group
New Jersey
$44.6K -$12.3K -297 -22%
FP
1970
Financial Perspectives
Minnesota
$44.3K – – –
WOSD
1971
WFA of San Diego
California
$44.1K +$44.1K +1,063 New
BHWM
1972
Beaird Harris Wealth Management
Texas
$42.4K +$208 +5 +0.5%
WIA
1973
Wetzel Investment Advisors
Indiana
$42.3K – – –
CTWM
1974
Cherry Tree Wealth Management
Minnesota
$42.1K – – –
BIC
1975
Beach Investment Counsel
Pennsylvania
$42K +$42K +1,020 New
77 78
79
80 81