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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 %
BGAI
1976
Bruce G. Allen Investments
Colorado
$176K +$31.8K +614 +22%
RTC
1977
Riverview Trust Company
Washington
$174K -$65.4K -1,264 -27%
CYG
1978
Clean Yield Group
Vermont
$173K – – –
YDMI
1979
Y.D. More Investments
Israel
$173K +$67.7K +1,308 +65%
GJWM
1980
Gilliland Jeter Wealth Management
Arkansas
$167K -$2.59K -50 -2%
FMTCOCP
1981
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$166K -$9.96K -192 -6%
JWA
1982
JFS Wealth Advisors
Pennsylvania
$166K +$5.38K +104 +3%
ACA
1983
Atlas Capital Advisors
Wyoming
$166K -$82.8K -1,600 -33%
CSWM
1984
Cassady Schiller Wealth Management
Ohio
$165K – – –
NIC
1985
Northwest Investment Counselors
Oregon
$156K +$156K +3,024 New
BCMLT
1986
Beacon Capital Management LLC (Tennessee)
Tennessee
$150K +$13.3K +258 +10%
VWM
1987
Venturi Wealth Management
Texas
$150K +$80.6K +1,558 +116%
WBC
1988
West Branch Capital
Massachusetts
$148K +$673 +13 +0.5%
CHA
1989
Carmichael Hill & Associates
Maryland
$148K -$27.7K -536 -16%
MSFP
1990
Mark Sheptoff Financial Planning
Connecticut
$145K -$8.74K -169 -6%
SC
1991
Stephens Consulting
Michigan
$145K – – –
SIS
1992
Sound Income Strategies
Florida
$143K +$45.8K +885 +47%
PCFFS
1993
Pacific Center for Financial Services
California
$143K – – –
TVWM
1994
Tower View Wealth Management
Wisconsin
$140K +$1.35K +26 +1%
MCM
1995
MV Capital Management
Maryland
$140K -$12K -231 -8%
PCMC
1996
Planning Capital Management Corporation
Pennsylvania
$140K -$31.8K -615 -19%
SWM
1997
Sugarloaf Wealth Management
Georgia
$137K – – –
TFM
1998
TFC Financial Management
Massachusetts
$137K +$1.55K +30 +1%
TCM
1999
TD Capital Management
Tennessee
$137K +$103 +2 +0.1%
OA
2000
Operose Advisors
Wisconsin
$135K -$10.1K -195 -7%
78 79
80
81 82