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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 %
PPP
2176
Private Portfolio Partners
New Jersey
– -$1.43M -26,441 Closed
Jacobs Levy Equity Management
2177
Jacobs Levy Equity Management
New Jersey
– -$1.37M -25,247 Closed
SWM
2178
Shelton Wealth Management
Texas
– -$1.35M -24,928 Closed
CGF
2179
Constant Guidance Financial
Massachusetts
– -$1.26M -24,580 Closed
AI
2180
AXS Investments
New York
– -$1.32M -24,325 Closed
KIC
2181
Kensington Investment Counsel
California
– -$1.31M -24,248 Closed
DPIM
2182
Duff & Phelps Investment Management
Illinois
– -$1.27M -23,480 Closed
BG
2183
Bellevue Group
Switzerland
– -$1.27M -23,436 Closed
DWM
2184
Dynasty Wealth Management
Florida
– -$1.26M -23,324 Closed
MTC
2185
Matrix Trust Company
Colorado
– -$1.18M -21,793 Closed
SIM
2186
Sterling Investment Management
Arizona
– -$1.1M -20,343 Closed
CWM
2187
Campbell Wealth Management
Virginia
– -$1.08M -19,921 Closed
BHA
2188
Beech Hill Advisors
New York
– -$1.04M -19,118 Closed
HIC
2189
Hartline Investment Corp
Illinois
– -$1.04M -19,099 Closed
NL
2190
NWAM LLC
Washington
– -$845K -18,700 Closed
CIP
2191
Convergence Investment Partners
Florida
– -$901K -16,614 Closed
CBOR
2192
Community Bank of Raymore
Missouri
– -$841K -15,515 Closed
CCWM
2193
Correct Capital Wealth Management
Missouri
– -$820K -15,120 Closed
SAM
2194
Sawgrass Asset Management
Florida
– -$798K -14,717 Closed
DS
2195
DRW Securities
Illinois
– -$791K -14,585 Closed
IPW
2196
Impact Partnership Wealth
Georgia
– -$790K -14,561 Closed
WWA
2197
WCG Wealth Advisors
Nevada
– -$779K -14,356 Closed
MHS
2198
M Holdings Securities
Oregon
– -$778K -14,351 Closed
WCA
2199
Waratah Capital Advisors
Ontario, Canada
– -$772K -14,237 Closed
BAM
2200
Bosun Asset Management
Illinois
– -$744K -13,716 Closed
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