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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$251M -$1.66M -29,705 -0.7%
Robeco Institutional Asset Management
52
Robeco Institutional Asset Management
Netherlands
$248M -$1.77M -31,624 -0.7%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$232M -$25.6M -458,380 -10%
KBC Group
54
KBC Group
Belgium
$229M +$35.1M +628,908 +18%
AQR Capital Management
55
AQR Capital Management
Connecticut
$227M +$5.96M +106,630 +3%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$223M -$83.8M -1,499,466 -28%
Boston Partners
57
Boston Partners
Massachusetts
$220M +$29.6M +529,575 +16%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$215M
Jennison Associates
59
Jennison Associates
New York
$207M -$32.3M -578,421 -14%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$207M -$1.74M -31,175 -0.8%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$200M +$34.5M +618,047 +21%
AllianceBernstein
62
AllianceBernstein
Tennessee
$199M -$21.3M -381,744 -10%
Franklin Resources
63
Franklin Resources
California
$196M -$5.1M -91,365 -3%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$196M +$14.9M +266,279 +8%
Allianz Asset Management
65
Allianz Asset Management
Germany
$194M +$106M +1,900,267 +125%
LPL Financial
66
LPL Financial
California
$192M +$19.2M +344,201 +11%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$189M -$8.27M -148,047 -4%
FCM
68
Farallon Capital Management
California
$180M +$178M +3,188,000 New
Swedbank
69
Swedbank
Sweden
$180M +$2.58M +46,122 +1%
Canada Life
70
Canada Life
Manitoba, Canada
$171M -$8.86M -158,511 -5%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$169M -$9.59M -171,554 -5%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$168M -$2.76M -49,455 -2%
A
73
AustralianSuper
Australia
$166M -$22.3M -398,552 -12%
Victory Capital Management
74
Victory Capital Management
Texas
$163M -$5.11M -91,384 -3%
EPFB
75
Employees Provident Fund Board
Malaysia
$162M -$369K -6,600 -0.2%

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.