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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
DMBA
1426
Deseret Mutual Benefit Administrators
Utah
$566K +$40.4K +793 +8%
VFPI
1427
Vantage Financial Partners (Illinois)
Illinois
$565K +$7.64K +150 +1%
APG
1428
Abacus Planning Group
South Carolina
$565K +$96.8K +1,901 +22%
FCM
1429
Fourpath Capital Management
Oklahoma
$564K +$530K +10,407 New
SFG
1430
Summit Financial Group
West Virginia
$564K -$1.27K -25 -0.2%
KC
1431
Knuff & Co
California
$564K -$20.4K -400 -4%
FUBT
1432
First United Bank & Trust
Maryland
$564K -$197K -3,870 -27%
FPB
1433
First PREMIER Bank
South Dakota
$561K -$29.8K -585 -5%
WP
1434
Westmount Partners
California
$561K -$9.68K -190 -2%
CCIA
1435
Cherry Creek Investment Advisors
Colorado
$560K -$758K -14,872 -59%
UCI
1436
Uncommon Cents Investing
Wisconsin
$559K +$64.2K +1,260 +14%
ACA
1437
American Capital Advisory
Idaho
$559K – – –
JIP
1438
Jaffetilchin Investment Partners
Florida
$557K +$46.5K +912 +10%
MMM
1439
Mendel Money Management
Illinois
$555K +$57.2K +1,122 +12%
RPCONE
1440
Retirement Planning Company of New England
Rhode Island
$554K -$147K -2,882 -22%
WKWM
1441
Walter & Keenan Wealth Management
Indiana
$553K +$58.2K +1,142 +13%
CWP
1442
Cyndeo Wealth Partners
Florida
$553K +$82K +1,609 +19%
CAG
1443
Crestwood Advisors Group
Massachusetts
$553K +$92.7K +1,820 +22%
CCWA
1444
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$552K -$43.3K -850 -8%
WDG
1445
Wealth Dimensions Group
Ohio
$552K – – –
CPW
1446
Cove Private Wealth
New York
$552K – – –
CT
1447
Colonial Trust
South Carolina
$551K +$7.49K +147 +1%
KFA
1448
Krane Funds Advisors
New York
$550K +$257K +5,038 +94%
NME
1449
Notis-McConarty Edward
$550K -$172K -3,375 -25%
PMSA
1450
Patrick M. Sweeney & Associates
Illinois
$549K -$5.09K -100 -1%
56 57
58
59 60

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.