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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
ODG
1701
O'Dell Group
Ohio
$360K -$21K -412 -6%
ONSWM
1702
Old North State Wealth Management
North Carolina
$360K +$41.1K +807 +14%
CWA
1703
Clearview Wealth Advisors
Oregon
$359K -$10.8K -212 -3%
VF
1704
Virtu Financial
New York
$359K -$3.59M -70,571 -91%
TWM
1705
Tradition Wealth Management
Minnesota
$359K -$26.7K -524 -7%
Q
1706
QVR
California
$358K +$337K +6,610 New
V
1707
VeraBank
Texas
$358K -$2.39K -47 -0.7%
DG
1708
DMC Group
Alabama
$358K -$12.1K -237 -3%
FPGT
1709
Financial Partners Group (Tennessee)
Tennessee
$358K – – –
CBT
1710
Central Bank & Trust
Kentucky
$356K – – –
FFO
1711
Fortitude Family Office
Arizona
$355K -$1.58K -31 -0.5%
MIS
1712
Morningstar Investment Services
Illinois
$355K -$328K -6,439 -49%
LOPW
1713
Live Oak Private Wealth
North Carolina
$354K -$15.4K -302 -4%
IFS
1714
Ifrah Financial Services
Arkansas
$354K -$228K -4,468 -41%
RCI
1715
RS Crum Inc
California
$353K -$27K -530 -8%
KWS
1716
Keystone Wealth Services
California
$352K -$21.1K -414 -6%
CC
1717
Cornerstone Capital
California
$352K -$102K -2,000 -24%
NWM
1718
Northcape Wealth Management
New York
$351K -$10.8K -212 -3%
WAM
1719
Walker Asset Management
Missouri
$350K +$22.9K +450 +7%
LWM
1720
Lyell Wealth Management
California
$348K -$56.3K -1,105 -15%
BIP
1721
Blueprint Investment Partners
North Carolina
$348K -$1.43K -28 -0.4%
MCA
1722
Millennium Capital Advisors
Arkansas
$346K -$28.5K -560 -8%
WA
1723
Wealth Architects
California
$346K -$9.58K -188 -3%
AWE
1724
Avidian Wealth Enterprises
Texas
$345K +$18.1K +355 +6%
BCM
1725
BlueCrest Capital Management
Jersey
$345K -$2.68M -52,701 -89%
67 68
69
70 71

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.