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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 %
DWA
2276
Delap Wealth Advisory
Oregon
– -$286K -5,280 Closed
AP
2277
Americana Partners
Texas
– -$285K -5,263 Closed
KCPG
2278
Kavar Capital Partners Group
Kansas
– -$285K -5,253 Closed
AC
2279
Abbrea Capital
California
– -$284K -5,245 Closed
VFA
2280
Voya Financial Advisors
Connecticut
– -$278K -5,224 Closed
CBA
2281
Coastal Bridge Advisors
Connecticut
– -$283K -5,221 Closed
LC
2282
LCNB Corp
Ohio
– -$283K -5,211 Closed
SWM
2283
Stockman Wealth Management
Montana
– -$282K -5,199 Closed
DFG
2284
Demars Financial Group
Washington
– -$279K -5,153 Closed
FNBOMD
2285
First National Bank of Mount Dora
Florida
– -$279K -5,137 Closed
GAM
2286
Gemmer Asset Management
California
– -$276K -5,082 Closed
NJBEST
2287
New Jersey Better Educational Savings Trust
New Jersey
– -$275K -5,074 Closed
TFCP
2288
Twin Focus Capital Partners
Massachusetts
– -$274K -5,054 Closed
AFA
2289
AA Financial Advisors
Ohio
– -$273K -5,031 Closed
PHIC
2290
Pine Haven Investment Counsel
Massachusetts
– -$273K -5,026 Closed
FCIM
2291
Fairview Capital Investment Management
California
– -$271K -5,000 Closed
SMA
2292
Sage Mountain Advisors
Georgia
– -$270K -4,974 Closed
WDC
2293
Woodward Diversified Capital
California
– -$267K -4,931 Closed
BWM
2294
BKM Wealth Management
Wisconsin
– -$267K -4,924 Closed
FA
2295
Faithward Advisors
Pennsylvania
– -$265K -4,894 Closed
SMA
2296
Seven Mile Advisory
New Jersey
– -$265K -4,881 Closed
FFN
2297
Focus Financial Network
Minnesota
– -$236K -4,880 Closed
DA
2298
Dover Advisors
Virginia
– -$262K -4,828 Closed
MAWA
2299
Moss Adams Wealth Advisors
Washington
– -$261K -4,813 Closed
GFP
2300
Gryphon Financial Partners
Ohio
– -$258K -4,765 Closed
90 91
92
93 94