Bristol-Myers Squibb
BMY
2,363 hedge funds and large institutions have $81.1B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 672 increasing their positions, 1,209 reducing their positions, and 240 closing their positions.
41% more call options, than puts
Call options by funds: $1.7B | Put options by funds: $1.2B
2.47% more ownership
Funds ownership: 75.18% → 77.65% (+2.5%)
5% more first-time investments, than exits
New positions opened: 253 | Existing positions closed: 240
1% less funds holding
Funds holding: 2,388 → 2,363 (-25)
11% less capital invested
Capital invested by funds: $91.2B → $81.1B (-$10.2B)
43% less funds holding in top 10
Funds holding in top 10: 42 → 24 (-18)
44% less repeat investments, than reductions
Existing positions increased: 672 | Existing positions reduced: 1,209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.16B |
| 2 |
VanEck Associates
New York
|
+$188M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$168M |
| 4 |
Primecap Management
Pasadena,
California
|
+$157M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$414M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$391M |
| 3 |
JP Morgan Chase
New York
|
-$351M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$186M |
| 5 |
BlackRock
New York
|
-$134M |
BMY Hedge Fund Activity: Q4 2023 in Review
2,363 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2023, worth a combined $81.1B — down 11% from $91.2B a quarter earlier.
Buyers outnumbered sellers: 253 funds opened new BMY positions and 240 closed out — a net gain of 13 holders — while 672 added to existing stakes and 1,209 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.16B. The largest seller was Capital International Investors, cutting an estimated $414M.
- 2,363 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2023, down from 2,388 in Q3 2023.
- Funds reported $81.1B of Bristol-Myers Squibb stock for Q4 2023, down 11% quarter-over-quarter.
- 253 funds opened new Bristol-Myers Squibb positions in Q4 2023 and 240 closed out, a net change of +13 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2023 was Morgan Stanley, an estimated $1.16B added.
- The largest Bristol-Myers Squibb seller in Q4 2023 was Capital International Investors, an estimated $414M sold.
Based on aggregated 13F filings for Q4 2023.