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
WPW
1301
Waldron Private Wealth
Pennsylvania
$736K -$14.5K -284 -2%
SCA
1302
St. Clair Advisors
Ohio
$735K – – –
LCM
1303
LVM Capital Management
Michigan
$735K -$7.64K -150 -1%
LSAG
1304
Lake Street Advisors Group
New Hampshire
$734K -$54.9K -1,077 -7%
IF
1305
IRON Financial
Illinois
$734K +$156K +3,060 +29%
RIA
1306
Realta Investment Advisors
Delaware
$733K +$122K +2,399 +22%
CCWM
1307
Cassaday & Co Wealth Management
Virginia
$732K +$5.81K +114 +0.9%
PJSIMP
1308
P.J. Schmidt Investment Management (PJS)
Wisconsin
$731K -$136K -2,675 -17%
FAM
1309
Formidable Asset Management
Ohio
$728K +$57K +1,119 +9%
CFGS
1310
Concourse Financial Group Securities
Alabama
$726K -$43.1K -846 -6%
SIA
1311
Schechter Investment Advisors
Michigan
$725K -$98.3K -1,930 -13%
MW
1312
Marcum Wealth
Ohio
$725K +$259K +5,090 +61%
AP
1313
Atwood & Palmer
Missouri
$723K +$6.42K +126 +1%
FCFC
1314
First Commonwealth Financial Corp
Pennsylvania
$720K +$440K +8,639 +186%
BCB
1315
Brian C. Broderick
$719K +$74.7K +1,467 +12%
VRM
1316
Vectors Research Management
New York
$718K -$9.32K -183 -1%
GD
1317
Grandfield & Dodd
New York
$718K -$46.2K -906 -6%
USB
1318
Union Savings Bank
Connecticut
$715K +$7.64K +150 +1%
BO
1319
Bank OZK
Arkansas
$714K -$68.9K -1,352 -9%
ZIG
1320
Zuckerman Investment Group
Illinois
$713K -$72.3K -1,420 -10%
PWP
1321
Private Wealth Partners
California
$711K – – –
OFG
1322
OmniStar Financial Group
North Carolina
$710K -$153K -3,000 -19%
PWAM
1323
Pinnacle West Asset Management
Wyoming
$708K -$4.33K -85 -0.6%
GBT
1324
Grove Bank & Trust
Florida
$707K +$419K +8,218 +171%
CCIA
1325
Campbell & Co Investment Adviser
Maryland
$704K -$272K -5,341 -29%
51 52
53
54 55

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.