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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
SJL
1476
Shayne & Jacobs LLC
Tennessee
$534K +$4.64K +91 +0.9%
LCM
1477
LCM Capital Management
Illinois
$533K -$5.76K -113 -1%
MIP
1478
Marietta Investment Partners
Wisconsin
$531K – – –
6F
1479
626 Financial
Michigan
$531K -$44.6K -876 -8%
BC
1480
Belmont Capital
California
$529K – – –
EFSCE
1481
Enterprise Financial Services Corp (EFSC)
Missouri
$529K -$53.7K -1,055 -10%
CIC
1482
Crawford Investment Counsel
Georgia
$529K +$21.6K +425 +5%
NP
1483
Nilsine Partners
Colorado
$528K -$23K -451 -4%
MA
1484
MONECO Advisors
Connecticut
$528K +$1.12K +22 +0.2%
EA
1485
Everpar Advisors
Oklahoma
$527K -$116K -2,281 -19%
GA
1486
Geller Advisors
New York
$525K +$46.6K +914 +10%
NFG
1487
Norris Financial Group
South Carolina
$525K +$493K +9,676 New
RWP
1488
Ridgecrest Wealth Partners
California
$525K -$20.4K -400 -4%
MFS
1489
Mirabella Financial Services
United Kingdom
$524K -$1.36M -26,700 -73%
TGAM
1490
TBH Global Asset Management
Tennessee
$524K +$46.2K +906 +10%
AFM
1491
Abbot Financial Management
Massachusetts
$523K +$110K +2,165 +29%
FFM
1492
Forum Financial Management
Illinois
$523K +$458 +9 +0.1%
OFS
1493
OneAscent Financial Services
Alabama
$523K -$16.4K -321 -3%
CIC
1494
Chilton Investment Company
Connecticut
$522K – – –
CA
1495
CapWealth Advisors
Tennessee
$521K -$109K -2,148 -18%
BFA
1496
Bill Few Associates
Pennsylvania
$521K +$22.9K +450 +5%
FSA
1497
Franklin Street Advisors
North Carolina
$520K -$52K -1,020 -10%
SAM
1498
Smartleaf Asset Management
Massachusetts
$519K +$137K +2,693 +38%
IPAM
1499
Investment Partners Asset Management
New Jersey
$518K -$57.1K -1,120 -10%
CAG
1500
Csenge Advisory Group
Florida
$514K +$51.9K +1,018 +12%
58 59
60
61 62

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.