We are live on ! Find out more
BMY icon

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
UBV
1126
United Bank (Virginia)
Virginia
$1.05M -$25K -490 -2%
BHA
1127
Beech Hill Advisors
New York
$1.04M +$14.8K +291 +2%
BJL
1128
Brighton Jones LLC
Washington
$1.04M +$84.1K +1,650 +9%
BCA
1129
Bay Colony Advisors
Massachusetts
$1.04M -$56.2K -1,103 -5%
HIC
1130
Hartline Investment Corp
Illinois
$1.04M +$773K +15,181 +387%
MMPW
1131
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$3.06K +60 +0.3%
ACM
1132
Adalta Capital Management
New York
$1.02M -$2.55K -50 -0.3%
WPC
1133
White Pine Capital
Minnesota
$1.02M -$3.87K -76 -0.3%
TC
1134
Trust Company
Kansas
$1.02M +$817K +16,031 +569%
PWMAG
1135
Pinnacle Wealth Management Advisory Group
New Jersey
$1.02M -$137K -2,693 -13%
CCB
1136
Cutter & Co Brokerage
Missouri
$1.02M -$56.3K -1,106 -6%
CNC
1137
Citizens & Northern Corp
Pennsylvania
$1.01M -$27.3K -536 -3%
MSR
1138
Main Street Research
Connecticut
$1.01M -$121K -2,379 -11%
IFG
1139
Independent Financial Group
California
$1M -$121K -2,383 -11%
HL
1140
HeadInvest LLC
Maine
$996K +$103K +2,019 +12%
GM
1141
GeoWealth Management
Illinois
$994K +$399K +7,826 +75%
XT
1142
XTX Topco
Cayman Islands
$991K +$591K +11,602 +174%
LHC
1143
Little House Capital
Massachusetts
$991K +$232K +4,548 +33%
AIA
1144
Affinity Investment Advisors
California
$988K -$2.14K -42 -0.2%
CFCI
1145
Comprehensive Financial Consultants Institutional
Indiana
$987K +$65.2K +1,280 +8%
QPWM
1146
Quadrant Private Wealth Management
Pennsylvania
$986K -$4.02K -79 -0.4%
FCB
1147
First County Bank
Connecticut
$985K +$138K +2,705 +18%
SL
1148
Sentry LLC
Tennessee
$983K -$9.32K -183 -1%
ONST
1149
Old North State Trust
North Carolina
$982K +$923K +18,111 New
AIM
1150
Alhambra Investment Management
Florida
$976K -$363K -7,135 -28%
44 45
46
47 48

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.