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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
PBK
1926
Peoples Bank (Kansas)
Kansas
$82.3K
RAM
1927
Ramirez Asset Management
New York
$79.6K
CWM
1928
Cranbrook Wealth Management
Michigan
$79.3K
TWP
1929
Triad Wealth Partners
Kansas
$79.3K +$85.4K +1,909 New
SIS
1930
Sound Income Strategies
Florida
$78.3K +$11.4K +255 +16%
BWP
1931
Baldwin Wealth Partners
Massachusetts
$78.2K -$332K -7,410 -80%
NFSG
1932
Newbridge Financial Services Group
Florida
$77.9K -$1.57K -35 -2%
TLA
1933
Tanglewood Legacy Advisors
Texas
$77.6K
AT
1934
Arlington Trust
Alabama
$77.1K +$40.3K +900 +94%
KHC
1935
Koesten Hirschmann & Crabtree
Kansas
$76.9K
JWM
1936
Janiczek Wealth Management
Colorado
$76.4K -$20.6K -461 -20%
CMP
1937
Coston McIsaac & Partners
Maine
$76K
CWC
1938
Carolinas Wealth Consulting
North Carolina
$72.8K
FCAS
1939
First Command Advisory Services
Texas
$72.3K -$12.9K -288 -14%
SIS
1940
Strategic Investment Solutions
Illinois
$72K +$59.2K +1,323 New
CFFP
1941
Center for Financial Planning
Michigan
$70.9K -$2.19K -49 -3%
MFA
1942
McClarren Financial Advisors
Pennsylvania
$69K -$70.8K -1,582 -95%
OWA
1943
Opal Wealth Advisors
New York
$68.8K +$74.1K +1,657 New
GGI
1944
Godsey & Gibb Inc
Virginia
$67.8K +$67.5K +1,509 +1,207%
SL
1945
Salomon & Ludwin
Virginia
$66.2K -$41.9K -936 -37%
CBT
1946
Central Bank & Trust
Kentucky
$66K -$223K -4,983 -76%
SP
1947
SWS Partners
Ohio
$65.5K +$70.6K +1,578 New
TCCM
1948
Timber Creek Capital Management
Massachusetts
$65.4K
GFPC
1949
Global Financial Private Client
Florida
$64.7K -$40.3K -900 -37%
CWM
1950
CarsonAllaria Wealth Management
Illinois
$64.7K -$2.69K -60 -4%