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Bristol-Myers Squibb

2,487 hedge funds and large institutions have $91.9B invested in Bristol-Myers Squibb in 2024 Q4 according to their latest regulatory filings, with 375 funds opening new positions, 930 increasing their positions, 912 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 375 | Existing positions closed: 110

52% more funds holding in top 10

Funds holding in top 10: 2741 (+14)

15% more capital invested

Capital invested by funds: $80B → $91.9B (+$11.9B)

10% more funds holding

Funds holding: 2,2592,487 (+228)

2.46% more ownership

Funds ownership: 76.4%78.86% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 930 | Existing positions reduced: 912

1% more call options, than puts

Call options by funds: $1.76B | Put options by funds: $1.75B

Holders
2,487
Holders Change
+228
Holders Change %
+10.09%
% of All Funds
32.75%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.54%
New
375
Increased
930
Reduced
912
Closed
110
Calls
$1.76B
Puts
$1.75B
Net Calls
+$9M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
376
Premier Fund Managers
United Kingdom
$10.4M +$900K +16,100 +9%
AI
377
Atria Investments
North Carolina
$10.4M +$3.09M +55,296 +43%
RRAM
378
River Road Asset Management
Kentucky
$10.3M -$1.89M -33,839 -16%
BS
379
Banco Santander
Spain
$10.2M -$16.5M -295,182 -62%
UCFA
380
United Capital Financial Advisors
Texas
$10.2M +$314K +5,615 +3%
SW
381
SteelPeak Wealth
California
$10.2M +$10.1M +180,089 New
HPCM
382
Hunter Perkins Capital Management
Illinois
$10.1M -$1.06M -19,000 -10%
MC
383
Miramar Capital
Illinois
$10.1M +$9.46M +169,385 +1,908%
IPAM
384
ICICI Prudential Asset Management
India
$9.88M
CAM
385
Claret Asset Management
Quebec, Canada
$9.88M +$123K +2,199 +1%
EI
386
Ethic Inc
New York
$9.87M +$338K +6,044 +4%
OPERF
387
Oregon Public Employees Retirement Fund
Oregon
$9.84M +$25.1K +450 +0.3%
MCM
388
MAI Capital Management
Ohio
$9.83M +$3.19M +57,178 +49%
FVCM
389
F&V Capital Management
Florida
$9.74M +$89.4K +1,600 +0.9%
IIM
390
INTECH Investment Management
Florida
$9.72M -$12.2M -217,624 -56%
MSE
391
MUFG Securities EMEA
United Kingdom
$9.67M +$2.51M +45,001 +36%
CIC
392
Canal Insurance Company
South Carolina
$9.62M
CB
393
Cadence Bank
Mississippi
$9.59M -$125K -2,241 -1%
NA
394
NewEdge Advisors
Louisiana
$9.51M +$451K +8,071 +5%
DIA
395
Dana Investment Advisors
Wisconsin
$9.5M -$17.3K -309 -0.2%
FT
396
Fiduciary Trust
Massachusetts
$9.48M -$667K -11,945 -7%
SI
397
Stephens Inc
Arkansas
$9.47M +$675K +12,085 +8%
CWM
398
Congress Wealth Management
Massachusetts
$9.47M -$1.26M -22,622 -12%
Thrivent Financial for Lutherans
399
Thrivent Financial for Lutherans
Minnesota
$9.45M +$2.78M +49,678 +43%
KPWS
400
Kestra Private Wealth Services
Texas
$9.45M +$228K +4,089 +3%

BMY Hedge Fund Activity: Q4 2024 in Review

2,487 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2024, worth a combined $91.9B — up 15% from $80B a quarter earlier.

Buyers outnumbered sellers: 375 funds opened new BMY positions and 110 closed out — a net gain of 265 holders — while 930 added to existing stakes and 912 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $773M.

  • 2,487 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2024, up from 2,259 in Q3 2024.
  • Funds reported $91.9B of Bristol-Myers Squibb stock for Q4 2024, up 15% quarter-over-quarter.
  • 375 funds opened new Bristol-Myers Squibb positions in Q4 2024 and 110 closed out, a net change of +265 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2024 was JP Morgan Chase, an estimated $1.01B added.
  • The largest Bristol-Myers Squibb seller in Q4 2024 was Fidelity Investments, an estimated $773M sold.

Based on aggregated 13F filings for Q4 2024.