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Bristol-Myers Squibb

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65%77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,3632,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
851
NTV Asset Management
West Virginia
$1.83M +$147K +2,884 +9%
CC
852
Cypress Capital
Tennessee
$1.82M +$1.53K +30 +0.1%
KLCM
853
KG&L Capital Management
Louisiana
$1.82M +$320K +6,277 +23%
UWM
854
Udine Wealth Management
Florida
$1.82M +$1.71M +33,571 New
Koshinski Asset Management
855
Koshinski Asset Management
Illinois
$1.81M -$390K -7,655 -19%
AF
856
Advisornet Financial
Minnesota
$1.81M +$211K +4,138 +14%
FWTB
857
First Western Trust Bank
Colorado
$1.81M -$28.1K -551 -2%
HIM
858
Harbour Investment Management
Washington
$1.8M +$427K +8,390 +34%
KS
859
Karpas Strategies
Connecticut
$1.8M +$815 +16 +0%
DLCIG
860
D.L. Carlson Investment Group
New Hampshire
$1.8M -$82.1K -1,612 -5%
SLT
861
St Louis Trust
Missouri
$1.8M +$176K +3,451 +12%
TSWM
862
Triangle Securities Wealth Management
North Carolina
$1.8M +$134K +2,634 +9%
GAA
863
Global Assets Advisory
Florida
$1.8M +$4.85M +95,170 New
HI
864
Horizon Investments
North Carolina
$1.79M +$481K +9,438 +39%
PS
865
Pensionfund Sabic
Netherlands
$1.79M -$50.9K -1,000 -3%
HA
866
Herold Advisors
New York
$1.79M +$59.5K +1,169 +4%
NHC
867
Nicholas Hoffman & Company
Georgia
$1.78M -$2.39K -47 -0.1%
AMBIA
868
Allen Mooney & Barnes Investment Advisors
Georgia
$1.78M -$63.6K -1,249 -3%
BCM
869
Beddow Capital Management
Wyoming
$1.77M +$191K +3,749 +13%
MNBTD
870
Moody National Bank Trust Division
Texas
$1.77M -$14.7K -289 -0.9%
HSA
871
HBK Sorce Advisory
Pennsylvania
$1.77M +$59K +1,159 +4%
IHL
872
Investment House LLC
California
$1.77M +$641K +12,575 +63%
PA
873
Parallel Advisors
California
$1.77M -$134K -2,630 -7%
SMC
874
Smith, Moore & Co
Missouri
$1.74M -$43.7K -857 -3%
AWM
875
Ameliora Wealth Management
Switzerland
$1.74M +$67.3K +1,322 +4%