We are live on ! Find out more
BMY icon

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
BOS
1726
Bank of Stockton
California
$345K
EFM
1727
E Fund Management
China
$344K +$37.2K +731 +13%
TFG
1728
Tilson Financial Group
New Jersey
$344K +$4.38K +86 +1%
SLG
1729
Stanley-Laman Group
Pennsylvania
$344K +$12.6K +248 +4%
NECFA
1730
New England Capital Financial Advisors
Connecticut
$344K +$611 +12 +0.2%
MWPCG
1731
Measured Wealth Private Client Group
New Hampshire
$344K
CAM
1732
Columbia Asset Management
Michigan
$343K
LWANC
1733
Laurel Wealth Advisors (North Carolina)
North Carolina
$343K
BWG
1734
Beta Wealth Group
California
$342K +$4.48K +88 +1%
WAOI
1735
Wealth Advisors of Iowa
Iowa
$342K -$26.7K -525 -8%
EWA
1736
ERTS Wealth Advisors
Michigan
$342K -$16.2K -318 -5%
PBO
1737
Peoples Bank (Ohio)
Ohio
$341K -$5.25K -103 -2%
FOA
1738
Five Oceans Advisors
California
$341K +$2.04K +40 +0.6%
LAM
1739
L2 Asset Management
Massachusetts
$341K +$320K +6,285 New
FAT
1740
First American Trust
California
$340K +$319K +6,267 New
CS
1741
Capital Square
Tennessee
$339K +$4.02K +79 +1%
IIM
1742
Ironwood Investment Management
Massachusetts
$338K
MPWT
1743
MassMutual Private Wealth & Trust
Connecticut
$337K +$12.2K +240 +4%
HCM
1744
Hilton Capital Management
New York
$337K
DP
1745
Dearborn Partners
Illinois
$337K -$105K -2,056 -25%
VAM
1746
Verity Asset Management
North Carolina
$337K +$16K +315 +5%
MWM
1747
Mosley Wealth Management
California
$337K -$3.67K -72 -1%
WG
1748
Wealth Group
North Carolina
$336K +$315K +6,193 New
SIA
1749
Soltis Investment Advisors
Utah
$335K -$104K -2,038 -25%
BCCM
1750
Bridge Creek Capital Management
Massachusetts
$334K +$6.16K +121 +2%