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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
NHT
1376
New Hampshire Trust
New Hampshire
$623K -$15.5K -305 -3%
SC
1377
Steph & Co
Wisconsin
$621K +$147K +2,879 +34%
RGI
1378
River Global Investors
United Kingdom
$620K -$5.86K -115 -1%
CA
1379
Cornerstone Advisory
Maryland
$618K +$31.9K +626 +6%
HC
1380
Hara Capital
Washington
$617K -$7.39K -145 -1%
SN
1381
Sittner & Nelson
Oregon
$617K +$51.2K +1,005 +10%
BIA
1382
Barry Investment Advisors
Massachusetts
$616K -$16K -315 -3%
KWM
1383
Keebeck Wealth Management
Illinois
$615K -$43.6K -855 -7%
WPA
1384
Winning Points Advisors
Florida
$615K – – –
APP
1385
Avantax Planning Partners
Iowa
$615K +$109K +2,137 +23%
TWP
1386
Tempus Wealth Planning
California
$614K +$378K +7,418 +190%
LA
1387
Legacy Advisors
Pennsylvania
$613K +$99.8K +1,960 +21%
CCFCSB
1388
Cape Cod Five Cents Savings Bank
Massachusetts
$612K -$6.42K -126 -1%
FNT
1389
First Nebraska Trust
Nebraska
$611K – – –
BPCE
1390
Bank Pictet & Cie (Europe)
Germany
$610K – – –
CBFP
1391
Cedar Brook Financial Partners
Ohio
$610K +$17K +333 +3%
CT
1392
Coastline Trust
Rhode Island
$609K -$110K -2,160 -16%
FNBSF
1393
First National Bank Sioux Falls
South Dakota
$607K – – –
WE
1394
Wealth Effects
Massachusetts
$607K -$815K -15,990 -59%
LRPA
1395
L. Roy Papp & Associates
Arizona
$607K – – –
VH
1396
Visionary Horizons
Tennessee
$605K – – –
BFO
1397
Biltmore Family Office
North Carolina
$604K – – –
LGA
1398
Lebenthal Global Advisors
New York
$602K +$11.1K +218 +2%
BONH
1399
Bank of New Hampshire
New Hampshire
$602K -$83.8K -1,645 -13%
MSFS
1400
Main Street Financial Solutions
Pennsylvania
$601K +$71.5K +1,403 +14%
54 55
56
57 58

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.