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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
AIG
2151
American International Group
New York
-$27.9M -515,366 Closed
CCM
2152
Cutter Capital Management
New York
-$24.2M -446,900 Closed
TPSF
2153
Texas Permanent School Fund
Texas
-$22.8M -420,603 Closed
VW
2154
Vantage Wealth
California
-$15.7M -289,628 Closed
TAM
2155
Todd Asset Management
Kentucky
-$15.1M -278,407 Closed
CWM
2156
Circle Wealth Management
New Jersey
-$12.4M -227,811 Closed
CI
2157
Capital International
California
-$11M -202,304 Closed
TAA
2158
TB Alternative Assets
Cayman Islands
-$10.6M -194,550 Closed
TAF
2159
Tredje AP-fonden
Sweden
-$8.98M -165,581 Closed
MC
2160
Muhlenkamp & Co
Pennsylvania
-$7.32M -135,045 Closed
BHWA
2161
Beacon Harbor Wealth Advisors
Virginia
-$6.2M -114,358 Closed
PAG
2162
Private Advisory Group
Washington
-$5.84M -107,730 Closed
CCM
2163
Canal Capital Management
Virginia
-$5.82M -107,340 Closed
BPC
2164
Banque Pictet & Cie
Switzerland
-$5.2M -95,952 Closed
GAA
2165
Global Assets Advisory
Florida
-$1.8M -95,170 Closed
AAMA
2166
Advanced Asset Management Advisors
Ohio
-$5.14M -94,800 Closed
MLICM
2167
Metropolitan Life Insurance Company (MetLife)
New York
-$4.45M -82,067 Closed
CWM
2168
CMH Wealth Management
New Hampshire
-$4.15M -76,606 Closed
CFSG
2169
Community Financial Services Group
Vermont
-$4.07M -74,986 Closed
GI
2170
GLOBALT Investments
Georgia
-$3.68M -67,901 Closed
RCM
2171
Radnor Capital Management
Pennsylvania
-$3.62M -66,823 Closed
HW
2172
Hamilton Wealth
California
-$3.61M -66,548 Closed
CGIM
2173
Capital Group Investment Management
Singapore
-$3.23M -59,638 Closed
MWM
2174
Meridian Wealth Management
Kentucky
-$3.23M -59,584 Closed
CCMINC
2175
Cardinal Capital Management Inc (North Carolina)
North Carolina
-$3.08M -56,860 Closed