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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
PIMJS
1101
PKO Investment Management Joint-Stock
Poland
$1.09M -$713K -14,000 -41%
CTC
1102
Cetera Trust Company
Minnesota
$1.09M +$118K +2,325 +13%
FAB
1103
First American Bank
Illinois
$1.09M -$8.91K -175 -0.9%
HT
1104
HAP Trading
New York
$1.09M +$1.02M +20,068 New
GRP
1105
Global Retirement Partners
California
$1.09M +$16.8K +329 +2%
ST
1106
Smithfield Trust
Pennsylvania
$1.09M -$53.4K -1,049 -5%
CWM
1107
Campbell Wealth Management
Virginia
$1.08M +$693K +13,608 +216%
SAG
1108
Spotlight Asset Group
Illinois
$1.08M +$22.9K +450 +2%
BLC
1109
Brown, Lisle/Cummings
Rhode Island
$1.08M +$24.2K +475 +2%
PK
1110
Pflug Koory
Nebraska
$1.08M +$21.6K +424 +2%
DIP
1111
DT Investment Partners
Pennsylvania
$1.08M +$92.2K +1,810 +10%
RMCM
1112
Reynders McVeigh Capital Management
Massachusetts
$1.08M -$166K -3,249 -14%
SWM
1113
Spire Wealth Management
Virginia
$1.08M +$124K +2,443 +14%
WAL
1114
W Advisors LLC
Tennessee
$1.07M +$3.72K +73 +0.4%
WDA
1115
Wendell David Associates
New Hampshire
$1.07M -$11.6K -228 -1%
SFM
1116
Signet Financial Management
New Jersey
$1.07M +$1M +19,728 New
SMH
1117
Sanders Morris Harris
Texas
$1.07M +$366K +7,187 +58%
PAM
1118
Palisade Asset Management
Minnesota
$1.06M +$11.5K +225 +1%
AFG
1119
Allegheny Financial Group
Pennsylvania
$1.06M +$611 +12 +0.1%
FIM
1120
Freedom Investment Management
Connecticut
$1.06M -$10.4K -205 -1%
SCTC
1121
Sanibel Captiva Trust Company
Florida
$1.06M -$68.6K -1,347 -6%
BFA
1122
Beaumont Financial Advisors
Massachusetts
$1.05M -$60K -1,177 -6%
FAIM
1123
Financial Advocates Investment Management
Washington
$1.05M +$113K +2,224 +13%
MMG
1124
Monetary Management Group
Missouri
$1.05M -$36.9K -725 -4%
RA
1125
Ransom Advisory
Rhode Island
$1.05M +$988K +19,398 New
43 44
45
46 47

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.