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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
DWMS
1076
Dominguez Wealth Management Solutions
Virginia
$1.14M +$60.2K +1,181 +6%
NCFG
1077
New Century Financial Group
New Jersey
$1.14M +$1.07M +20,938 New
MAS
1078
Meeder Advisory Services
Ohio
$1.13M +$50.2K +985 +5%
FNA
1079
First National Advisers
Nebraska
$1.13M +$387K +7,595 +68%
PWMG
1080
Prestige Wealth Management Group
New Jersey
$1.12M +$1.22K +24 +0.1%
NCM
1081
Neumann Capital Management
California
$1.12M +$50.9K +1,000 +5%
EHWM
1082
Eads & Heald Wealth Management
Georgia
$1.11M -$191K -3,755 -15%
CCG
1083
Coastwise Capital Group
California
$1.11M +$225K +4,417 +27%
PCMK
1084
Paragon Capital Management (Kansas)
Kansas
$1.11M +$11.3K +222 +1%
FWM
1085
Forza Wealth Management
Florida
$1.11M -$4.08K -80 -0.4%
BMC
1086
Beaton Management Company
Massachusetts
$1.11M +$25.5K +500 +3%
OWM
1087
Opes Wealth Management
California
$1.11M -$10K -197 -1%
NDSI
1088
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M -$36.8K -723 -3%
SIM
1089
Sterling Investment Management
Arizona
$1.1M -$22.2K -435 -2%
IIM
1090
Ipswich Investment Management
Massachusetts
$1.1M – – –
LWCFA
1091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.1M -$540K -10,599 -32%
FBT
1092
First Bank & Trust
South Dakota
$1.1M +$1.03M +20,207 New
9WM
1093
9258 Wealth Management
Ohio
$1.1M -$18.2K -358 -2%
ZIC
1094
ZWJ Investment Counsel
Georgia
$1.1M -$1.68K -33 -0.2%
RMAM
1095
Raab & Moskowitz Asset Management
New Jersey
$1.09M +$23.9K +470 +2%
MJRIC
1096
Mogy Joel R Investment Counsel
California
$1.09M -$38.2K -749 -4%
SIM
1097
Stratos Investment Management
Ohio
$1.09M +$128K +2,519 +14%
CCM
1098
Coldstream Capital Management
Washington
$1.09M -$100K -1,966 -9%
First Manhattan
1099
First Manhattan
New York
$1.09M -$210K -4,113 -17%
EWA
1100
Exencial Wealth Advisors
Oklahoma
$1.09M -$130K -2,556 -11%
42 43
44
45 46

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.