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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
TF
1351
Tompkins Financial
New York
$660K +$16.6K +325 +3%
SCM
1352
SOL Capital Management
Maryland
$656K – – –
LWA
1353
Lantern Wealth Advisors
New York
$653K +$7.23K +142 +1%
BFM
1354
Boston Financial Management
Massachusetts
$653K -$38.3K -751 -6%
NAS
1355
Nicolet Advisory Services
Wisconsin
$650K +$247K +4,844 +62%
RSWM
1356
Robertson Stephens Wealth Management
California
$650K +$11K +216 +2%
BP
1357
BBR Partners
New York
$650K +$55K +1,079 +10%
ACS
1358
Archford Capital Strategies
Illinois
$650K +$6.47K +127 +1%
AG
1359
AlTi Global
New York
$650K +$112K +2,193 +22%
EFMC
1360
Empire Financial Management Company
New York
$648K -$259K -5,086 -30%
CWM
1361
Congress Wealth Management
Massachusetts
$646K -$440K -8,632 -42%
CSB
1362
City State Bank
Iowa
$645K +$29.1K +571 +5%
MHIC
1363
Marble Harbor Investment Counsel
Massachusetts
$645K -$67.5K -1,325 -10%
JWWM
1364
Johnson & White Wealth Management
Pennsylvania
$642K +$133K +2,612 +28%
WPP
1365
Whalerock Point Partners
Rhode Island
$642K -$7.34K -144 -1%
SIC
1366
Samalin Investment Counsel
New York
$639K +$44.3K +870 +8%
CCP
1367
Cassia Capital Partners
North Carolina
$639K +$188K +3,681 +45%
LPT
1368
Legacy Private Trust
Wisconsin
$633K +$20.4K +400 +4%
PIMG
1369
Patriot Investment Management Group
Tennessee
$631K -$58.1K -1,140 -9%
KIC
1370
Keating Investment Counselors
Florida
$630K -$429K -8,425 -42%
HIP
1371
HUB Investment Partners
Texas
$629K +$17.4K +341 +3%
CIAS
1372
Capital Investment Advisory Services
North Carolina
$628K -$22.7K -445 -4%
KFA
1373
Kapstone Financial Advisors
Ohio
$627K -$59.4K -1,167 -9%
DTC
1374
Davidson Trust Company
Washington
$625K +$28.7K +563 +5%
QCG
1375
Quadrant Capital Group
Ohio
$625K -$153K -3,007 -21%
53 54
55
56 57

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.