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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
TCM
2051
Tanaka Capital Management
New York
$20K
DF
2052
Dunhill Financial
United Kingdom
$19.7K +$10.2K +229 +93%
CWM
2053
Cedar Wealth Management
California
$19.7K
KFP
2054
Keener Financial Planning
Texas
$19K
IWP
2055
IAG Wealth Partners
Wisconsin
$17.2K +$3.54K +79 +24%
VWWMG
2056
Vermillion & White Wealth Management Group
Pennsylvania
$16.8K
KIG
2057
Kessler Investment Group
Indiana
$16.6K
NCM
2058
Northwest Capital Management
Oregon
$16.6K
CC
2059
Cultivar Capital
Texas
$16.6K +$17.9K +400 New
FFL
2060
Financial Freedom LLC
Ohio
$16.2K +$11.7K +261 +201%
KWAG
2061
Kiely Wealth Advisory Group
North Carolina
$16.1K -$1.52K -34 -9%
CA
2062
Centerpoint Advisors
Massachusetts
$16K
OAJ
2063
Ogorek Anthony Joseph
New York
$16K +$8.95K +200 +102%
CIA
2064
Cape Investment Advisory
Georgia
$15.5K +$89 +2 +0.5%
AWM
2065
Abound Wealth Management
Tennessee
$15.1K -$1.92K -43 -11%
W
2066
WealthCollab
Washington
$15K -$8.59K -192 -35%
RWA
2067
Redmont Wealth Advisors
Illinois
$14.9K -$22.4K -500 -58%
RDIA
2068
RE Dickinson Investment Advisors
Iowa
$14.5K
JAM
2069
JCIC Asset Management
Ontario, Canada
$14.1K
TWD
2070
True Wealth Design
Ohio
$13.2K
OSNBOA
2071
Old Second National Bank of Aurora
Illinois
$13.2K +$7.07K +158 +99%
FMP
2072
Financial Management Professionals
Texas
$13K +$5.5K +123 +65%
BFA
2073
BBJS Financial Advisors
Washington
$12.9K +$7.92K +177 +133%
HCM
2074
Hollencrest Capital Management
California
$12.7K
HI
2075
Hoey Investments
Pennsylvania
$12.5K