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Bristol-Myers Squibb

2,147 hedge funds and large institutions have $63.8B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 688 increasing their positions, 1,046 reducing their positions, and 321 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less call options, than puts

Call options by funds: $1.51B | Put options by funds: $1.65B

1.32% less ownership

Funds ownership: 77.09%75.77% (-1.3%)

8% less funds holding

Funds holding: 2,3312,147 (-184)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

24% less capital invested

Capital invested by funds: $84.5B → $63.8B (-$20.7B)

34% less repeat investments, than reductions

Existing positions increased: 688 | Existing positions reduced: 1,046

47% less first-time investments, than exits

New positions opened: 170 | Existing positions closed: 321

Holders
2,147
Holders Change
-184
Holders Change %
-7.89%
% of All Funds
31.01%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
170
Increased
688
Reduced
1,046
Closed
321
Calls
$1.51B
Puts
$1.65B
Net Calls
-$144M
Net Calls Change
-$471M
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
501
Mid-American Wealth Advisory Group
Missouri
$4.01M +$547K +12,223 +14%
MGP
502
Metis Global Partners
California
$3.99M -$942K -21,043 -18%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$3.94M +$241K +5,382 +6%
SC
504
Searle & Co
Connecticut
$3.92M +$79K +1,765 +2%
NIM
505
NEOS Investment Management
Connecticut
$3.91M +$300K +6,695 +8%
ACP
506
Aviance Capital Partners
Florida
$3.91M -$106K -2,362 -2%
PCM
507
Parsons Capital Management
Rhode Island
$3.91M -$249K -5,566 -6%
GAM
508
Groupama Asset Management
France
$3.9M +$2.68M +59,814 +106%
OPCM
509
Osborne Partners Capital Management
California
$3.9M
BBHC
510
Brown Brothers Harriman & Co
New York
$3.88M -$90K -2,011 -2%
EH
511
Equitable Holdings
New York
$3.88M +$80.9K +1,809 +2%
TIM
512
Thompson Investment Management
Wisconsin
$3.84M +$536K +11,973 +15%
SLWA
513
San Luis Wealth Advisors
California
$3.83M +$4.16M +93,075 New
WTC
514
WhitTier Trust Company
Nevada
$3.81M +$88.8K +1,984 +2%
XT
515
XTX Topco
Cayman Islands
$3.8M +$3.27M +73,183 +400%
S
516
SignatureFD
Georgia
$3.79M -$324K -7,231 -7%
PFPT
517
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.79M +$1.91M +42,725 +88%
O
518
Ossiam
France
$3.74M +$80.6K +1,801 +2%
CSPIA
519
Cary Street Partners Investment Advisory
Virginia
$3.73M -$148K -3,313 -4%
TF
520
Talbot Financial
Washington
$3.66M +$446K +9,964 +13%
M
521
MOTCO
Texas
$3.66M +$320K +7,143 +9%
NB
522
NBT Bank
New York
$3.66M -$269K -6,011 -6%
ASN
523
Advisory Services Network
Georgia
$3.64M -$1.42M -31,807 -27%
HCM
524
Hudson Capital Management
New Jersey
$3.64M +$855K +19,113 +28%
TCM
525
Tufton Capital Management
Maryland
$3.63M -$211K -4,709 -5%