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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
$456M
2
Charles Schwab
Charles Schwab
California
$2.45B
3
UBS AM
UBS AM
Illinois
$667M
4
Federated Hermes
Federated Hermes
Pennsylvania
$313M
5
Squarepoint
Squarepoint
New York
$165M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.1B
3
Boston Partners
Boston Partners
Massachusetts
$140M
4
Franklin Resources
Franklin Resources
California
$240M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
2351
Hourglass Capital
Texas
– -$234K -4,307 Closed
CG
2352
CFO4Life Group
Texas
– -$233K -4,300 Closed
KAM
2353
KEB Asset Management
Illinois
– -$233K -4,300 Closed
SAM
2354
SignalPoint Asset Management
Missouri
– -$233K -4,297 Closed
AA
2355
Apriem Advisors
California
– -$233K -4,291 Closed
CPL
2356
CAP Partners LLC
Tennessee
– -$233K -4,290 Closed
MKC
2357
M. Kraus & Co
Vermont
– -$232K -4,279 Closed
IA
2358
Insight Advisors
Pennsylvania
– -$232K -4,271 Closed
TIA
2359
Tiemann Investment Advisors
California
– -$232K -4,271 Closed
AFG
2360
Atomi Financial Group
New York
– -$231K -4,264 Closed
CWM
2361
Connecticut Wealth Management
Connecticut
– -$231K -4,264 Closed
PIA
2362
Perennial Investment Advisors
California
– -$231K -4,260 Closed
HCM
2363
Hutchinson Capital Management
California
– -$231K -4,255 Closed
ES
2364
Eagle Strategies
New York
– -$230K -4,237 Closed
LWM
2365
Liberty Wealth Management
California
– -$229K -4,217 Closed
CGH
2366
CMG Global Holdings
Texas
– -$229K -4,214 Closed
WFA
2367
WestHill Financial Advisors
California
– -$228K -4,206 Closed
DWM
2368
Dechtman Wealth Management
Colorado
– -$228K -4,201 Closed
D
2369
Diversified
Delaware
– -$228K -4,197 Closed
WA1
2370
Wimmer Associates 1
California
– -$227K -4,180 Closed
SHA
2371
Seneca House Advisors
Virginia
– -$226K -4,165 Closed
CSPAM
2372
Cary Street Partners Asset Management
Virginia
– -$225K -4,140 Closed
MIA
2373
MainStreet Investment Advisors
Illinois
– -$224K -4,129 Closed
QPW
2374
Quantum Private Wealth
Florida
– -$224K -4,124 Closed
MWM
2375
Merriman Wealth Management
Washington
– -$224K -4,123 Closed
93 94
95
96 97