BMY icon

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 %
TWD
2051
True Wealth Design
Ohio
$13.2K – – –
OSNBOA
2052
Old Second National Bank of Aurora
Illinois
$13.2K +$6.56K +158 +99%
FMP
2053
Financial Management Professionals
Texas
$13K +$5.11K +123 +65%
BFA
2054
BBJS Financial Advisors
Washington
$12.9K +$7.36K +177 +133%
HCM
2055
Hollencrest Capital Management
California
$12.7K – – –
HI
2056
Hoey Investments
Pennsylvania
$12.5K – – –
PA
2057
Pineridge Advisors
Missouri
$12.1K -$830 -20 -6%
LOIP
2058
Live Oak Investment Partners
Texas
$11.8K – – –
HGA
2059
Hobbs Group Advisors
South Carolina
$11.7K +$11.7K +282 New
SFCL
2060
Strengthening Families & Communities LLC
Massachusetts
$11K +$11K +281 New
FCT
2061
First Community Trust
Iowa
$10.8K – – –
MWA
2062
Miller Wealth Advisors
Colorado
$10.7K +$166 +4 +2%
BSC
2063
Brown Shipley & Co
United Kingdom
$9.76K -$305K -7,341 -97%
DWM
2064
Dogwood Wealth Management
Kansas
$9.73K +$125 +3 +1%
UWS
2065
Unique Wealth Strategies
Illinois
$9.22K +$9.22K +170 New
CJ
2066
Caitlin John
Michigan
$9.15K -$334K -8,028 -97%
FWA
2067
FSC Wealth Advisors
New York
$8.31K – – –
GWSA
2068
Global Wealth Strategies & Associates
Colorado
$8.31K – – –
GLR
2069
Great Lakes Retirement
Ohio
$8.31K +$8.31K +200 New
CJH
2070
Christopher J. Hasenberg
Wisconsin
$7.89K – – –
DPW
2071
DiNuzzo Private Wealth
Pennsylvania
$7.85K +$872 +21 +13%
SFC
2072
Strategic Financial Concepts
Texas
$7.77K +$7.77K +45,271 New
GG
2073
Gleason Group
Kentucky
$7.1K +$7.1K +171 New
PCM
2074
Penserra Capital Management
California
$7K -$159K -3,758 -96%
IA
2075
IFS Advisors
Kansas
$6.94K – – –
81 82
83
84 85