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Bristol-Myers Squibb
BMY

2,331 hedge funds and large institutions have $84.5B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 934 increasing their positions, 967 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.23B

4% more capital invested

Capital invested by funds: $81.1B → $84.5B (+$3.44B)

0.56% less ownership

Funds ownership: 77.65% → 77.09% (-0.56%)

3% less first-time investments, than exits

New positions opened: 172 | Existing positions closed: 178

3% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 967

1% less funds holding

Funds holding: 2,363 → 2,331 (-32)

17% less funds holding in top 10

Funds holding in top 10: 24 → 20 (-4)

Holders
2,331
Holders Change
-32
Holders Change %
-1.35%
% of All Funds
33.58%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
172
Increased
934
Reduced
967
Closed
178
Calls
$1.56B
Puts
$1.23B
Net Calls
+$326M
Net Calls Change
-$171M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$2.16B
2
Capital International Investors
Capital International Investors
California
+$442M
3
Pzena Investment Management
Pzena Investment Management
New York
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$278M
5
VanEck Associates
VanEck Associates
New York
+$200M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.5B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$616M
3
Ameriprise
Ameriprise
Minnesota
-$407M
4
Fidelity International
Fidelity International
Bermuda
-$329M
5
BlackRock
BlackRock
New York
-$282M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
951
KMG Fiduciary Partners
Ohio
$1.49M +$55.6K +1,092 +4%
JAG
952
Journey Advisory Group
Kentucky
$1.49M -$81.2K -1,594 -5%
BRA
953
Bender Robert & Associates
California
$1.49M -$12.7K -250 -0.9%
CANY
954
Caxton Associates (New York)
New York
$1.48M +$72.8K +1,430 +6%
BP
955
BNP Paribas
France
$1.48M +$1.39M +27,301 New
AW
956
Alaethes Wealth
Nevada
$1.48M +$513K +10,071 +59%
VFA
957
Valeo Financial Advisors
Indiana
$1.48M +$11.4K +223 +0.5%
BFIM
958
Beese Fulmer Investment Management
Ohio
$1.48M -$148K -2,902 -10%
CFG
959
Citizens Financial Group
Rhode Island
$1.47M -$28.5K -560 -2%
FCA
960
FinTrust Capital Advisors
South Carolina
$1.47M -$56.1K -1,102 -4%
PMIA
961
Patrick Mauro Investment Advisor
Illinois
$1.47M +$968K +19,007 +236%
III
962
Independent Investors Inc
New York
$1.46M – – –
CIA
963
Concurrent Investment Advisors
Florida
$1.46M +$155K +3,040 +13%
NRG
964
Nemes Rush Group
Michigan
$1.45M +$1.58K +31 +0.1%
FCCM
965
First City Capital Management
Georgia
$1.45M +$59.7K +1,171 +5%
AWC
966
Abundance Wealth Counselors
Pennsylvania
$1.45M +$289K +5,664 +27%
RCAG
967
Rehmann Capital Advisory Group
Michigan
$1.44M +$157K +3,080 +13%
TTWM
968
TCV Trust & Wealth Management
Virginia
$1.44M -$126K -2,477 -9%
GSB
969
Greenfield Savings Bank
Massachusetts
$1.44M -$5.96K -117 -0.4%
BB
970
Bell Bank
North Dakota
$1.44M +$99.7K +1,958 +8%
DWT
971
Dorsey & Whitney Trust
South Dakota
$1.44M -$100K -1,964 -7%
LJAC
972
L.J. Altfest & Co
New York
$1.43M -$11.8K -232 -0.9%
PPP
973
Private Portfolio Partners
New Jersey
$1.43M -$99.2K -1,948 -7%
JIM
974
Jensen Investment Management
Oregon
$1.43M – – –
HI
975
Harbour Investments
Wisconsin
$1.43M +$130K +2,550 +11%
37 38
39
40 41

BMY Hedge Fund Activity: Q1 2024 in Review

2,331 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2024, worth a combined $84.5B — up 4.2% from $81.1B a quarter earlier.

Sellers outnumbered buyers: 178 funds closed out of BMY and 172 opened new positions — a net loss of 6 holders — while 967 trimmed existing stakes and 934 added.

The largest buyer was Charles Schwab, adding an estimated $2.16B. The largest seller was Morgan Stanley, cutting an estimated $1.5B.

  • 2,331 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2024, down from 2,363 in Q4 2023.
  • Funds reported $84.5B of Bristol-Myers Squibb stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 172 funds opened new Bristol-Myers Squibb positions in Q1 2024 and 178 closed out, a net change of -6 holders.
  • The largest Bristol-Myers Squibb buyer in Q1 2024 was Charles Schwab, an estimated $2.16B added.
  • The largest Bristol-Myers Squibb seller in Q1 2024 was Morgan Stanley, an estimated $1.5B sold.

Based on aggregated 13F filings for Q1 2024.