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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
Millennium Management
1326
Millennium Management
New York
$703K -$126M -2,474,633 -99%
OBWG
1327
Onyx Bridge Wealth Group
New York
$702K +$467K +9,168 +141%
CWG
1328
Cornerstone Wealth Group
North Carolina
$700K +$437K +8,582 +198%
NPA
1329
Nichols & Pratt Advisers
Massachusetts
$699K – – –
TW
1330
Trajan Wealth
Arizona
$698K +$656K +12,878 New
RIA
1331
Richwood Investment Advisors
Ohio
$695K -$99.3K -1,949 -13%
EHC
1332
Everett Harris & Co
California
$693K -$22.7K -445 -3%
CAI
1333
Capital Advisors Inc
Oklahoma
$692K +$1.12K +22 +0.2%
RWMG
1334
Redwood Wealth Management Group
New Jersey
$691K +$6.27K +123 +1%
FFBTD
1335
First Financial Bank - Trust Division
Ohio
$688K -$31.2K -612 -5%
BIM
1336
Bridges Investment Management
Nebraska
$685K -$5.09K -100 -0.8%
MBT
1337
Montecito Bank & Trust
California
$683K -$16.5K -323 -2%
WPC
1338
Waters Parkerson & Co
Louisiana
$682K -$428K -8,400 -40%
SSA
1339
Sierra Summit Advisors
Nevada
$682K -$110K -2,152 -15%
EWM
1340
Elmwood Wealth Management
California
$681K +$304K +5,963 +91%
SFWA
1341
Summit Financial Wealth Advisors
Louisiana
$679K -$52.5K -1,030 -8%
AWA
1342
Arete Wealth Advisors
Illinois
$679K -$24.5K -480 -4%
ATIA
1343
American Trust Investment Advisors
New Hampshire
$676K +$35.7K +701 +6%
FFS
1344
Founders Financial Securities
Maryland
$672K +$632K +12,400 New
ECM
1345
Estabrook Capital Management
New York
$672K -$163K -3,200 -21%
CBT
1346
CoreFirst Bank & Trust
Kansas
$671K – – –
WA
1347
Waverly Advisors
Alabama
$670K +$67K +1,316 +12%
ACM
1348
Ategra Capital Management
Virginia
$669K -$229K -4,500 -27%
FA
1349
Fiducient Advisors
Illinois
$664K +$624K +12,252 New
OPTFSNA
1350
Old Point Trust & Financial Services N A
Virginia
$662K +$340K +6,680 +121%
52 53
54
55 56

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.