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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
CWM
1201
Chesapeake Wealth Management
Virginia
$878K -$189K -3,712 -19%
H
1202
HoyleCohen
California
$872K -$3.64M -71,387 -82%
HNWAG
1203
High Net Worth Advisory Group
Florida
$870K +$53.7K +1,055 +7%
MCCP
1204
Mission Creek Capital Partners
California
$868K -$538K -10,558 -40%
BMCM
1205
Black Maple Capital Management
Wisconsin
$868K +$50.9K +1,000 +7%
AIM
1206
Aigen Investment Management
New York
$865K +$813K +15,951 New
PEA
1207
Park Edge Advisors
Ohio
$861K -$42.1K -826 -5%
PFBT
1208
Parkside Financial Bank & Trust
Missouri
$859K -$60.1K -1,180 -7%
SWM
1209
SeaCrest Wealth Management
New York
$858K -$1.15M -22,522 -59%
CC
1210
Chicago Capital
Illinois
$857K -$25.4K -499 -3%
GLA
1211
Good Life Advisors
Pennsylvania
$856K -$50.9K -999 -6%
BWM
1212
Buckley Wealth Management
Nevada
$853K -$44.3K -870 -5%
ITIM
1213
Indiana Trust & Investment Management
Indiana
$851K -$8.05K -158 -1%
HCP
1214
Hexagon Capital Partners
Arkansas
$850K +$83.3K +1,636 +12%
PAA
1215
Peregrine Asset Advisers
Oregon
$849K – – –
ESB
1216
Essex Savings Bank
Connecticut
$848K – – –
AMIM
1217
Aull & Monroe Investment Management
Alabama
$847K -$117K -2,300 -13%
CWM
1218
Calamos Wealth Management
Illinois
$847K -$11.3K -221 -1%
SAM
1219
Seelaus Asset Management
New Jersey
$847K -$81.5K -1,599 -9%
IF
1220
Intrua Financial
Texas
$846K +$230K +4,522 +41%
NL
1221
NWAM LLC
Washington
$845K -$9.98K -196 -1%
ICG
1222
InterOcean Capital Group
Tennessee
$844K -$78K -1,532 -9%
MCCA
1223
Mill Creek Capital Advisors
Pennsylvania
$844K +$26.3K +517 +3%
NP
1224
NorthRock Partners
Minnesota
$843K +$63.7K +1,250 +9%
AAS
1225
Ameritas Advisory Services
Nebraska
$842K +$475K +9,334 +118%
47 48
49
50 51

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.