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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
RCM
976
Raleigh Capital Management
North Carolina
$1.43M +$1.14M +22,383 +564%
WWM
977
Western Wealth Management
Colorado
$1.43M +$595K +11,681 +80%
LIM
978
Leavell Investment Management
Alabama
$1.41M +$8.05K +158 +0.6%
ACM
979
Ardent Capital Management
Ohio
$1.41M – – –
CNBTD
980
Citizens National Bank Trust Department
Mississippi
$1.4M -$102K -2,000 -7%
FMWA
981
Forvis Mazars Wealth Advisors
Missouri
$1.4M -$64.2K -1,261 -5%
RIA
982
Regal Investment Advisors
Michigan
$1.4M +$970K +19,044 +284%
WB
983
Webster Bank
Connecticut
$1.39M -$53.2K -1,044 -4%
BPWM
984
Badgley Phelps Wealth Managers
Washington
$1.39M -$222K -4,366 -15%
EM
985
Excalibur Management
Massachusetts
$1.38M +$169K +3,319 +15%
KIA
986
KCM Investment Advisors
California
$1.37M -$1.36M -26,681 -51%
Jacobs Levy Equity Management
987
Jacobs Levy Equity Management
New Jersey
$1.37M -$30.2M -592,275 -96%
AAM
988
Auxier Asset Management
Oregon
$1.36M -$81.7K -1,604 -6%
MCM
989
Monarch Capital Management
Indiana
$1.36M -$102 -2 -0%
EAM
990
EdenTree Asset Management
United Kingdom
$1.36M -$3.44M -67,450 -73%
SACTSONJ
991
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.36M – – –
LFAS
992
Level Four Advisory Services
Texas
$1.35M – – –
SLI
993
Sumitomo Life Insurance
Japan
$1.35M -$56K -1,100 -4%
JIC
994
Joel Isaacson & Co
New York
$1.35M +$157K +3,081 +14%
HCM
995
Howland Capital Management
Massachusetts
$1.35M +$18.5K +364 +1%
SWM
996
Shelton Wealth Management
Texas
$1.35M – – –
PS
997
Principal Securities
Iowa
$1.34M +$131K +2,572 +12%
IIL
998
Insight Inv LLC
California
$1.34M +$129K +2,530 +11%
CCT
999
Capital City Trust
Florida
$1.34M +$1.73K +34 +0.1%
LCM
1000
Lazari Capital Management
California
$1.34M -$53.9K -1,058 -4%
38 39
40
41 42

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.