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
SCA
1926
Sandy Cove Advisors
Massachusetts
$250K +$28.9K +567 +14%
PGIM
1927
Pacific Global Investment Management
California
$249K -$37.2K -730 -14%
RCM
1928
RB Capital Management
Nevada
$249K -$60K -1,177 -20%
KWA
1929
Kellett Wealth Advisors
Ohio
$248K
I
1930
INVST
Indiana
$248K +$1.78K +35 +0.8%
OKSA
1931
O'Keefe Stevens Advisory
New York
$248K
WP
1932
Waycross Partners
Kentucky
$247K
WCM
1933
Wedge Capital Management
North Carolina
$247K +$4.79K +94 +2%
APWM
1934
Atlas Private Wealth Management
New York
$246K +$509 +10 +0.2%
WFI
1935
West Family Investments
California
$245K -$80.7K -1,585 -26%
TCM
1936
Towercrest Capital Management
Pennsylvania
$244K -$41K -805 -15%
APA
1937
Astoria Portfolio Advisors
New York
$244K -$4.02K -79 -2%
HFAS
1938
Hummer Financial Advisory Services
Illinois
$244K
MFC
1939
Mechanics Financial Corp
Ohio
$244K
CA
1940
Carson Advisory
Georgia
$244K -$3.82K -75 -2%
SGC
1941
Slocum, Gordon & Co
Rhode Island
$244K
CIA
1942
Compass Ion Advisors
Pennsylvania
$243K -$51 -1 -0%
WC
1943
Wynn Capital
Georgia
$243K -$2.55K -50 -1%
JWA
1944
JFS Wealth Advisors
Pennsylvania
$242K +$16K +315 +8%
DDC
1945
DF Dent & Co
Maryland
$242K -$29.4K -577 -11%
M
1946
Mirova
France
$241K
AA
1947
Auxano Advisors
Washington
$241K +$227K +4,448 New
FSA
1948
Financial Security Advisor
Virginia
$241K +$7.18K +141 +3%
CA
1949
Callahan Advisors
Texas
$240K +$226K +4,434 New
VLKIM
1950
Van Lanschot Kempen Investment Management
Netherlands
$240K -$1.78K -35 -0.8%