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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
OAM
626
Ostrum Asset Management
France
$3.72M -$3.33M -59,655 -48%
JCM
627
Jacobi Capital Management
Pennsylvania
$3.72M -$173K -3,093 -4%
IWC
628
Integrated Wealth Concepts
Massachusetts
$3.7M +$593K +10,616 +19%
EAM
629
Exome Asset Management
New York
$3.69M -$715K -12,800 -16%
GIA
630
Gladstone Institutional Advisory
Florida
$3.68M -$333K -5,952 -8%
SAM
631
Shell Asset Management
Netherlands
$3.64M -$251K -4,486 -7%
NMIMC
632
Northwestern Mutual Investment Management Company
Wisconsin
$3.64M +$7.82K +140 +0.2%
Assenagon Asset Management
633
Assenagon Asset Management
Luxembourg
$3.63M -$1.23K -22 -0%
MCM
634
Mengis Capital Management
Oregon
$3.59M -$91.6K -1,640 -3%
APP
635
Avantax Planning Partners
Iowa
$3.58M +$95.3K +1,705 +3%
VWM
636
Valley Wealth Managers
New Jersey
$3.56M -$437K -7,824 -11%
AIP
637
Ameritas Investment Partners
Nebraska
$3.52M +$575K +10,299 +20%
FB
638
Fulton Bank
Pennsylvania
$3.52M +$171K +3,062 +5%
KA
639
Keene & Associates
Texas
$3.5M +$18.2K +326 +0.5%
AWM
640
AE Wealth Management
Kansas
$3.48M +$182K +3,264 +6%
CAIM
641
Catherine Avery Investment Management
Florida
$3.47M +$3.42M +61,280 New
4WM
642
44 Wealth Management
Oregon
$3.45M -$125K -2,235 -4%
QIM
643
Quantitative Investment Management
Virginia
$3.45M +$3.41M +60,952 New
HKAM
644
Horizon Kinetics Asset Management
New York
$3.42M +$61.1K +1,094 +2%
AC
645
Allstate Corporation
Illinois
$3.41M +$3.37M +60,310 New
HAG
646
HighPoint Advisor Group
Illinois
$3.41M +$232K +4,160 +7%
FBT
647
First Bank & Trust
South Dakota
$3.41M +$1.11M +19,878 +49%
WAM
648
Wakefield Asset Management
Colorado
$3.41M +$3.37M +60,226 New
CI
649
Capital International
California
$3.4M +$25.3K +452 +0.8%
AFG
650
American Financial Group
Ohio
$3.39M

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.