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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
HIA
1051
Harbor Investment Advisory
Maryland
$1.21M +$209K +4,100 +22%
FTDI
1052
First Trust Direct Indexing
Massachusetts
$1.21M +$390K +7,649 +52%
RA
1053
RFG Advisory
Alabama
$1.21M +$215K +4,218 +23%
SP
1054
Symmetry Partners
Connecticut
$1.2M – – –
CFA
1055
Capstone Financial Advisors
Illinois
$1.2M +$404K +7,930 +56%
PNC
1056
Park National Corp
Ohio
$1.2M -$242K -4,743 -18%
CFG
1057
Cooper Financial Group
California
$1.19M +$129K +2,539 +13%
MIM
1058
Morningstar Investment Management
Illinois
$1.19M – – –
MTC
1059
Matrix Trust Company
Colorado
$1.18M -$46.9K -920 -4%
SIG
1060
Sky Investment Group
Connecticut
$1.18M -$171K -3,354 -13%
CA
1061
Claro Advisors
Massachusetts
$1.18M +$149K +2,923 +16%
CCA
1062
Cobblestone Capital Advisors
New York
$1.18M -$58.8K -1,155 -5%
PCS
1063
Personal CFO Solutions
New Jersey
$1.18M +$28.2K +553 +3%
CCG
1064
Chatham Capital Group
Georgia
$1.17M -$25.5K -500 -2%
CI
1065
Cigna Investments
Connecticut
$1.17M -$13.7K -269 -1%
SP
1066
Stonebrook Private
Michigan
$1.16M +$13.1K +258 +1%
CRC
1067
Curi RMB Capital
Illinois
$1.16M +$198K +3,895 +22%
CFMC
1068
Curbstone Financial Management Corp
New Hampshire
$1.16M +$13.2K +260 +1%
JWCA
1069
J.W. Coons Advisors
Ohio
$1.16M – – –
YIA
1070
YHB Investment Advisors
Connecticut
$1.15M -$250K -4,915 -19%
Jones Financial Companies
1071
Jones Financial Companies
Missouri
$1.15M +$263K +5,162 +32%
AIM
1072
Acropolis Investment Management
Missouri
$1.15M +$74.5K +1,463 +7%
WCBA
1073
Weaver C. Barksdale & Associates
Tennessee
$1.14M -$12.6K -248 -1%
SPI
1074
Sutton Place Investors
New York
$1.14M +$326K +6,402 +44%
MA
1075
Montag & Associates
Georgia
$1.14M +$89.6K +1,758 +9%
41 42
43
44 45

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.