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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
HW
1001
Hancock Whitney
Mississippi
$1.33M +$69.5K +1,365 +6%
TAM
1002
Trust Asset Management
Texas
$1.33M – – –
TPW
1003
Transatlantique Private Wealth
New York
$1.33M +$318K +6,235 +34%
LAIC
1004
Lederer & Associates Investment Counsel
California
$1.33M +$164K +3,229 +15%
MSAM
1005
Moloney Securities Asset Management
Missouri
$1.33M -$189K -3,705 -13%
AI
1006
AXS Investments
New York
$1.32M -$49.6K -973 -4%
TFA
1007
Transamerica Financial Advisors
Florida
$1.32M -$265K -5,197 -18%
MG
1008
Mather Group
Illinois
$1.32M -$3.01K -59 -0.2%
KIC
1009
Kensington Investment Counsel
California
$1.31M +$142K +2,780 +13%
AC
1010
AlphaCore Capital
California
$1.31M +$100K +1,964 +9%
IB
1011
Intrust Bank
Kansas
$1.31M +$116K +2,284 +10%
BFO
1012
Boston Family Office
Massachusetts
$1.31M -$120K -2,354 -9%
CV
1013
Counterweight Ventures
North Carolina
$1.31M +$475K +9,331 +63%
IAS
1014
Insigneo Advisory Services
Florida
$1.31M +$545K +10,692 +80%
PFC
1015
Poplar Forest Capital
California
$1.3M – – –
CAM
1016
Cobblestone Asset Management
Virginia
$1.3M +$5.09K +100 +0.4%
HAM
1017
Hedges Asset Management
Nevada
$1.3M +$89.1K +1,750 +8%
AWM
1018
Aries Wealth Management
Maine
$1.3M +$5.25K +103 +0.4%
MME
1019
Meag Munich Ergo
Germany
$1.29M – – –
NW
1020
Naviter Wealth
Arkansas
$1.29M +$473K +9,284 +64%
ET
1021
Equitable Trust
Tennessee
$1.29M -$332K -6,520 -22%
HH
1022
Hilltop Holdings
Texas
$1.28M +$45.3K +889 +4%
HWM
1023
Hohimer Wealth Management
Washington
$1.28M -$51.3K -1,008 -4%
DPIM
1024
Duff & Phelps Investment Management
Illinois
$1.27M +$19.7K +387 +2%
BG
1025
Bellevue Group
Switzerland
$1.27M +$1.19M +23,436 New
39 40
41
42 43

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.