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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
GWMR
1526
GC Wealth Management RIA
Massachusetts
$493K +$115K +2,258 +33%
CT
1527
ClearAlpha Technologies
Connecticut
$493K +$463K +9,083 New
PCA
1528
Pallas Capital Advisors
Massachusetts
$492K +$121K +2,373 +35%
WH
1529
Willner & Heller
California
$490K +$154K +3,025 +50%
LC
1530
Lindbrook Capital
California
$490K -$20.2K -396 -4%
ECU
1531
Eisler Capital (UK)
United Kingdom
$489K -$149K -2,932 -25%
SIA
1532
Strategic Investment Advisors
Michigan
$486K +$37.4K +734 +9%
BC
1533
Barrett & Company
Rhode Island
$486K -$145K -2,854 -24%
CA
1534
Crewe Advisors
Utah
$486K +$456K +8,961 New
OWA
1535
One Wealth Advisors
California
$486K +$456K +8,957 New
HA
1536
HC Advisors
Georgia
$483K +$22.9K +450 +5%
GC
1537
Guidance Capital
Kentucky
$482K -$41.5K -815 -8%
MWA
1538
Monograph Wealth Advisors
California
$480K +$451K +8,850 New
BHIA
1539
Birch Hill Investment Advisors
Massachusetts
$479K -$33.9K -666 -7%
AFP
1540
Ausdal Financial Partners
Iowa
$478K +$15.7K +308 +4%
MTC
1541
McDaniel Terry & Co
Texas
$478K +$13.7K +268 +3%
SCM
1542
Stonehearth Capital Management
Massachusetts
$478K +$40.6K +797 +10%
AWM
1543
Angeles Wealth Management
California
$477K -$77.3K -1,518 -15%
WA
1544
WBH Advisory
Maryland
$477K -$89.5K -1,756 -17%
1WM
1545
1858 Wealth Management
Ohio
$476K – – –
SRC
1546
Shufro Rose & Co
New York
$475K – – –
PPC
1547
Park Place Capital
Alabama
$474K +$259K +5,083 +139%
AI
1548
AdvisorShares Investments
Maryland
$472K – – –
EI
1549
Ellevest Inc
New York
$471K +$4.38K +86 +1%
GCM
1550
Gables Capital Management
Florida
$471K +$38.2K +750 +9%
60 61
62
63 64

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.