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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 %
HWP
2076
Highline Wealth Partners
California
$6.7K +$458 +11 +7%
TAM
2077
Tucker Asset Management
Colorado
$6.56K -$415 -10 -6%
MIA
2078
MeadowBrook Investment Advisors
Michigan
$6.23K – – –
MWA
2079
Moser Wealth Advisors
Washington
$5.61K – – –
MTIC
2080
Missouri Trust & Investment Company
Missouri
$5.4K -$137K -3,305 -96%
FA
2081
Financial Avengers
California
$5.32K +$83 +2 +2%
CAM
2082
Creekmur Asset Management
Illinois
$4.83K -$1.33K -32 -22%
KFS
2083
Kelly Financial Services
Massachusetts
$4.81K +$83 +2 +2%
IHWM
2084
Iron Horse Wealth Management
Iowa
$4.69K – – –
KA
2085
Kozak & Associates
Colorado
$4.54K – – –
AFS
2086
Annapolis Financial Services
Maryland
$4.4K – – –
OLVIG
2087
Oliver Lagore Vanvalin Investment Group
Michigan
$4.36K – – –
SFA
2088
Semmax Financial Advisors
North Carolina
$4.36K +$49 +1 +1%
MBFW
2089
Morton Brown Family Wealth
Pennsylvania
$4.24K +$4.24K +100 New
GPI
2090
General Partner Inc
Pennsylvania
$4.2K – – –
MFG
2091
Mendota Financial Group
Wisconsin
$4.15K – – –
PPWM
2092
PFG Private Wealth Management
Florida
$4.15K – – –
GC
2093
Gould Capital
Washington
$4.15K – – –
MS
2094
Mizuho Securities
Japan
$4.15K +$4.15K +100 New
VF
2095
VitalStone Financial
Texas
$4.07K – – –
RBC
2096
Roble Belko & Company
Pennsylvania
$4K – – –
ACM
2097
Anfield Capital Management
California
$3.53K +$3.53K +85 New
ECM
2098
Everence Capital Management
Indiana
$3.33K -$333 -7,570 -9%
SHIM
2099
Stone House Investment Management
Pennsylvania
$3.28K -$2.2K -53 -40%
WAS
2100
Winch Advisory Services
Wisconsin
$2.96K +$42 +1 +1%
82 83
84
85 86