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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
SFP
1401
Shepherd Financial Partners
Massachusetts
$600K +$6.21K +122 +1%
CPIA
1402
Cornell Pochily Investment Advisors
New York
$599K -$36.6K -718 -6%
OWP
1403
Obermeyer Wealth Partners
Colorado
$599K -$7.54K -148 -1%
FFC
1404
First Financial Corp
Indiana
$597K -$299K -5,865 -35%
SIM
1405
Sentry Investment Management
Wisconsin
$594K – – –
CGA
1406
Crescent Grove Advisors
Illinois
$590K -$48.4K -950 -8%
CF
1407
Centaurus Financial
California
$588K -$60.5K -1,188 -10%
CA
1408
Calton & Associates
Florida
$585K +$549K +10,786 New
PCG
1409
Prosperity Consulting Group
Maryland
$585K +$53.4K +1,049 +11%
TPI
1410
Trust Point Inc
Wisconsin
$584K -$349K -6,846 -39%
JE
1411
JMAC Enterprises
Pennsylvania
$578K +$6.16K +121 +1%
DI
1412
Diligent Investors
California
$577K -$12.7K -250 -2%
NSB
1413
Norway Savings Bank
Maine
$574K -$5.86K -115 -1%
PMA
1414
Prudent Man Advisors
Illinois
$574K -$49.2K -965 -8%
HR
1415
Howe & Rusling
New York
$573K -$76K -1,492 -12%
IBOK
1416
Independence Bank of Kentucky
Kentucky
$572K +$15.7K +308 +3%
FNB
1417
Farmers National Bank
Kentucky
$571K -$48.5K -952 -8%
CB
1418
Centennial Bank
Arkansas
$571K -$102K -2,000 -16%
LSA
1419
Lion Street Advisors
Texas
$571K – – –
ADL
1420
Asset Dedication LLC
California
$571K -$21K -413 -4%
Empower Advisory Group
1421
Empower Advisory Group
Colorado
$570K -$29.4K -577 -5%
PFA
1422
Pettinga Financial Advisors
Indiana
$570K +$10.2K +200 +2%
CG
1423
Corundum Group
Colorado
$570K +$310K +6,084 +138%
RHAM
1424
Round Hill Asset Management
California
$567K -$6.11K -120 -1%
XWM
1425
Xcel Wealth Management
Florida
$567K -$77.2K -1,515 -13%
55 56
57
58 59

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.