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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
WCA
1276
Waratah Capital Advisors
Ontario, Canada
$772K +$725K +14,237 New
PBC
1277
Pavion Blue Capital
California
$772K -$109K -2,143 -13%
FMB
1278
Field & Main Bank
Kentucky
$770K -$24.2K -476 -3%
CCA
1279
Checchi Capital Advisers
California
$770K -$65.6K -1,287 -8%
GWSG
1280
GPS Wealth Strategies Group
Colorado
$769K -$23.2K -456 -3%
CPA
1281
Court Place Advisors
Maryland
$768K -$40.8K -800 -5%
CAM
1282
Cidel Asset Management
Ontario, Canada
$767K +$108K +2,111 +18%
Fayez Sarofim & Co
1283
Fayez Sarofim & Co
Texas
$767K -$199K -3,909 -22%
GIM
1284
Guardian Investment Management
California
$766K -$545K -10,700 -43%
BC
1285
Burney Company
Virginia
$766K -$17.7K -347 -2%
BIG
1286
Brooklyn Investment Group
New York
$762K +$307K +6,021 +72%
HVIA
1287
Hudson Valley Investment Advisors
New York
$761K -$55.6K -1,091 -7%
IF
1288
Ironwood Financial
Arizona
$758K – – –
NG
1289
Norden Group
Utah
$751K +$164K +3,213 +30%
GIM
1290
Gold Investment Management
Alberta, Canada
$751K +$13.3K +262 +2%
TCM
1291
Triumph Capital Management
Colorado
$750K +$19.1K +374 +3%
FFG
1292
Fortem Financial Group
California
$749K +$100K +1,966 +17%
BTI
1293
Blue Trust Inc
Georgia
$745K -$48.3K -949 -6%
RBFC
1294
Roman Butler Fullerton & Co
Missouri
$744K -$117K -2,291 -13%
BAM
1295
Bosun Asset Management
Illinois
$744K -$60.8K -1,193 -8%
SWA
1296
Sax Wealth Advisors
New Jersey
$743K -$7.9K -155 -1%
SFG
1297
Sovereign Financial Group
Connecticut
$741K +$23.2K +455 +3%
GL
1298
Graypoint LLC
New York
$740K -$6.78K -133 -1%
PMG
1299
ProVise Management Group
Florida
$738K -$52.1K -1,022 -7%
OC
1300
Opinicus Capital
Florida
$737K +$271K +5,319 +64%
50 51
52
53 54

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.