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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
BOH
1151
Bank of Hawaii
Hawaii
$971K +$18.2K +357 +2%
LIM
1152
Letson Investment Management
Georgia
$968K -$53.2K -1,045 -6%
AB
1153
Atlas Brown
Kentucky
$965K -$13.7K -269 -1%
BFA
1154
Beacon Financial Advisory
Ohio
$962K +$219K +4,290 +32%
FBT
1155
First Bankers Trust
Kentucky
$961K +$2.34K +46 +0.3%
CT
1156
Chicago Trust
Illinois
$960K -$1.53K -30 -0.2%
AWA
1157
Alta Wealth Advisors
Massachusetts
$959K -$102K -1,994 -10%
GCM
1158
Graham Capital Management
Connecticut
$957K -$1.23M -24,180 -58%
P
1159
&Partners
Tennessee
$955K +$388K +7,616 +76%
MSS
1160
Mitchell Sinkler & Starr
Pennsylvania
$953K -$488K -9,577 -35%
BIM
1161
Baldwin Investment Management
Pennsylvania
$948K -$33.1K -650 -4%
GPA
1162
Garrison Point Advisors
California
$947K -$20.4K -400 -2%
BBI
1163
Baxter Bros Inc
Connecticut
$947K -$229K -4,498 -20%
LSPW
1164
Lake Street Private Wealth
Illinois
$946K +$112K +2,197 +14%
GI
1165
GAMMA Investing
California
$945K +$221K +4,348 +33%
AT
1166
Arden Trust
Delaware
$942K -$10.3K -203 -1%
BTWM
1167
Baker Tilly Wealth Management
Wisconsin
$942K -$662 -13 -0.1%
DFA
1168
Delta Financial Advisors
Louisiana
$939K -$34.2K -671 -4%
LSA
1169
Lansing Street Advisors
Pennsylvania
$938K +$438K +8,595 +99%
SB
1170
Strategic Blueprint
Georgia
$938K +$386K +7,578 +78%
VCAM
1171
Van Cleef Asset Management
Ohio
$934K -$17.7K -348 -2%
1WA
1172
180 Wealth Advisors
Washington
$933K -$89.8K -1,762 -9%
1IA
1173
1620 Investment Advisors
Massachusetts
$931K +$848K +16,646 +3,153%
CPBTD
1174
Central Pacific Bank - Trust Division
Hawaii
$931K +$895K +17,565 New
RWM
1175
Ritholtz Wealth Management
New York
$930K +$75.3K +1,478 +9%
45 46
47
48 49

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.