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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
CWA
1676
Clearview Wealth Advisors
Oregon
$262K -$13.9K -310 -5%
TCM
1677
Traynor Capital Management
Pennsylvania
$262K -$61.1K -1,366 -18%
OBGC
1678
O'Brien Greene & Co
Pennsylvania
$262K +$8.77K +196 +3%
EWA
1679
ERTS Wealth Advisors
Michigan
$262K
AAS
1680
Annex Advisory Services
Wisconsin
$261K -$27.3K -610 -9%
MAM
1681
McLean Asset Management
Virginia
$261K -$39.2K -875 -12%
BBA
1682
Baader Bank Aktiengesellschaft
Germany
$260K +$296K +6,615 New
IFS
1683
Ifrah Financial Services
Arkansas
$259K -$12.5K -279 -4%
IIM
1684
Ironwood Investment Management
Massachusetts
$259K
CIC
1685
Crawford Investment Counsel
Georgia
$259K -$157K -3,513 -36%
OHWP
1686
Oak Harbor Wealth Partners
North Carolina
$258K +$18.7K +417 +7%
HCM
1687
Hilton Capital Management
New York
$258K
LWANC
1688
Laurel Wealth Advisors (North Carolina)
North Carolina
$258K -$4.7K -105 -2%
1WM
1689
1858 Wealth Management
Ohio
$257K -$137K -3,072 -33%
PCM
1690
Princeton Capital Management
New Jersey
$257K -$36K -805 -12%
BCCM
1691
Bridge Creek Capital Management
Massachusetts
$256K
MA
1692
MBA Advisors
Pennsylvania
$256K -$83K -1,854 -23%
APG
1693
Abacus Planning Group
South Carolina
$255K -$191K -4,273 -41%
WH
1694
Willner & Heller
California
$255K -$130K -2,912 -32%
IA
1695
IFG Advisors
Missouri
$254K
W
1696
Wealthquest
Ohio
$254K -$895 -20 -0.3%
CFSG
1697
Clark Financial Services Group
Missouri
$253K -$537 -12 -0.2%
RCG
1698
Regatta Capital Group
California
$253K -$51.6K -1,154 -16%
CAM
1699
Cozad Asset Management
Illinois
$253K -$43.4K -970 -14%
AC
1700
Allstate Corporation
Illinois
$253K +$272K +6,088 New