We are live on ! Find out more
BMY icon

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
MJP
1801
Michael J. Puzo
$220K -$35.8K -800 -13%
GCA
1802
Greenwood Capital Associates
South Carolina
$219K
SAM
1803
Satovsky Asset Management
New York
$218K +$3.09K +69 +1%
CAG
1804
Crestwood Advisors Group
Massachusetts
$218K -$222K -4,956 -49%
CICI
1805
Capital Investment Counsel Inc
North Carolina
$217K +$3.04K +68 +1%
SOW
1806
State of Wyoming
Wyoming
$216K +$147K +3,285 +171%
SNBOSCI
1807
Security National Bank of Sioux City Iowa
Iowa
$216K
RCA
1808
Ranch Capital Advisors
Florida
$215K +$134 +3 +0.1%
LIG
1809
Lokken Investment Group
Delaware
$215K +$6K +134 +3%
SWK
1810
Stephen W. Kidder
$214K -$2.24K -50 -1%
PCA
1811
Peddock Capital Advisors
Massachusetts
$214K -$25.1K -561 -10%
PFA
1812
Pure Financial Advisors
California
$213K -$7.88K -176 -3%
GCA
1813
Genesee Capital Advisors
New York
$213K +$313 +7 +0.1%
APC
1814
Aspire Private Capital
North Carolina
$213K -$412K -9,207 -64%
TFA
1815
Tranquilli Financial Advisor
New Jersey
$213K -$268 -6 -0.1%
WAOI
1816
Wealth Advisors of Iowa
Iowa
$212K -$53.7K -1,200 -19%
S
1817
Sunpointe
Missouri
$212K +$42.6K +953 +23%
MCCP
1818
Mission Creek Capital Partners
California
$212K -$488K -10,909 -68%
CGA
1819
Crescent Grove Advisors
Illinois
$211K -$259K -5,785 -53%
FS
1820
Ferguson Shapiro
Georgia
$211K
SP
1821
Successful Portfolios
Florida
$210K -$13.6K -303 -6%
PGA
1822
Portland Global Advisors
Maine
$210K
BFC
1823
Bedel Financial Consulting
Indiana
$210K -$37K -828 -14%
BWA
1824
Burt Wealth Advisors
Maryland
$210K +$492 +11 +0.2%
NB
1825
Northwest Bancshares
Pennsylvania
$210K