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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
DWM
1026
Dynasty Wealth Management
Florida
$1.26M +$1.19M +23,324 New
CGF
1027
Constant Guidance Financial
Massachusetts
$1.26M +$1.25M +24,580 New
HCM
1028
Highlander Capital Management
New Jersey
$1.25M -$10.2K -200 -0.9%
PP
1029
Pingora Partners
Wyoming
$1.25M +$120K +2,350 +11%
NB
1030
Nicolet Bankshares
Wisconsin
$1.24M +$30K +588 +3%
SC
1031
Schulhoff & Co
Ohio
$1.24M -$2.04K -40 -0.2%
DJSG
1032
D.J. St. Germain
Massachusetts
$1.24M -$4.64K -91 -0.4%
AIC
1033
Archer Investment Corporation
Indiana
$1.24M +$208K +4,080 +22%
MFG
1034
MidWestOne Financial Group
Iowa
$1.24M +$10.2K +200 +0.9%
MOS
1035
MGO One Seven
Ohio
$1.24M +$50.1K +983 +5%
GFS
1036
GYL Financial Synergies
Connecticut
$1.23M -$195K -3,828 -14%
SFS
1037
Stiles Financial Services
Minnesota
$1.23M +$421K +8,267 +57%
SC
1038
Syon Capital
California
$1.23M -$211K -4,149 -15%
TNB
1039
Thomasville National Bank
Georgia
$1.23M -$107K -2,109 -9%
TT
1040
TI-Trust
Illinois
$1.23M – – –
PFSC
1041
Peoples Financial Services Corp
Pennsylvania
$1.23M -$418K -8,211 -27%
AA
1042
AlphaMark Advisors
Kentucky
$1.23M +$26.2K +514 +2%
AIP
1043
ARS Investment Partners
New York
$1.23M +$12.9K +254 +1%
ETC
1044
Exchange Traded Concepts
Oklahoma
$1.23M -$306K -6,001 -21%
SCM
1045
Stonebridge Capital Management
California
$1.23M +$1.27K +25 +0.1%
MCM
1046
Manchester Capital Management
Vermont
$1.22M +$20.3K +398 +2%
CD
1047
Chapin Davis
Maryland
$1.22M +$212K +4,159 +23%
DAS
1048
Diversify Advisory Services
Utah
$1.22M +$1.17M +22,960 New
LA
1049
LVW Advisors
New York
$1.22M +$4.43K +87 +0.4%
MWM
1050
Mission Wealth Management
California
$1.21M +$96.9K +1,903 +9%
40 41
42
43 44

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.