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Bristol-Myers Squibb
BMY

2,259 hedge funds and large institutions have $80B invested in Bristol-Myers Squibb in 2024 Q3 according to their latest regulatory filings, with 266 funds opening new positions, 820 increasing their positions, 929 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 130

50% more funds holding in top 10

Funds holding in top 10: 18 → 27 (+9)

25% more capital invested

Capital invested by funds: $63.8B → $80B (+$16.2B)

5% more funds holding

Funds holding: 2,148 → 2,259 (+111)

0.63% more ownership

Funds ownership: 75.77% → 76.4% (+0.63%)

5% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.99B

12% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 929

Holders
2,259
Holders Change
+111
Holders Change %
+5.17%
% of All Funds
32.43%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
266
Increased
820
Reduced
929
Closed
130
Calls
$1.88B
Puts
$1.99B
Net Calls
-$109M
Net Calls Change
+$35.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$331M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$232M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$201M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$186M
5
Millennium Management
Millennium Management
New York
+$173M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$599M
2
Citadel Advisors
Citadel Advisors
Florida
-$276M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$220M
4
SOMRS
State of Michigan Retirement System
Michigan
-$190M
5
Squarepoint
Squarepoint
New York
-$184M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1951
SNS Financial Group
Minnesota
$211K +$191K +4,077 New
FW
1952
FullCircle Wealth
Texas
$211K +$188K +4,005 New
MW
1953
Maia Wealth
Colorado
$211K +$187K +3,982 New
TIA
1954
Tiemann Investment Advisors
California
$211K +$191K +4,071 New
WCF
1955
West Coast Financial
California
$211K +$191K +4,071 New
AGP
1956
Autumn Glory Partners
Texas
$211K +$191K +4,069 New
MAM
1957
Madison Asset Management
Wisconsin
$210K -$42.4K -904 -18%
BWM
1958
Baron Wealth Management
Michigan
$210K +$191K +4,061 New
MAWA
1959
Moss Adams Wealth Advisors
Washington
$210K +$190K +4,053 New
DWAM
1960
Duncan Williams Asset Management
Tennessee
$210K +$190K +4,049 New
MG
1961
Marex Group
$209K -$88.1K -1,878 -32%
EF
1962
Exeter Financial
Arizona
$209K +$190K +4,046 New
SW
1963
SlateStone Wealth
Florida
$209K +$189K +4,033 New
CWM
1964
Connecticut Wealth Management
Connecticut
$208K +$189K +4,027 New
GF
1965
Gimbal Financial
Indiana
$208K +$184K +3,924 New
CWP
1966
CFM Wealth Partners
Texas
$207K +$188K +4,008 New
GWCM
1967
Godshalk Welsh Capital Management
Pennsylvania
$207K +$188K +4,000 New
VFA
1968
Voya Financial Advisors
Connecticut
$206K +$190K +4,052 New
PWM
1969
Prentice Wealth Management
New York
$206K -$141K -3,012 -43%
FA
1970
Financial Advisors
Massachusetts
$206K +$187K +3,979 New
KIM
1971
Kestra Investment Management
Texas
$206K +$187K +3,976 New
WC
1972
Waterloo Capital
Texas
$205K +$186K +3,959 New
CAC
1973
Certified Advisory Corp
Florida
$205K +$186K +3,959 New
BCM
1974
Boltwood Capital Management
California
$204K +$185K +3,945 New
LGG
1975
Luts & Greenleigh Group
Maryland
$204K -$158K -3,378 -46%
77 78
79
80 81

BMY Hedge Fund Activity: Q3 2024 in Review

2,259 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2024, worth a combined $80B — up 25% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new BMY positions and 130 closed out — a net gain of 136 holders — while 820 added to existing stakes and 929 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $331M. The largest seller was Capital International Investors, cutting an estimated $599M.

  • 2,259 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2024, up from 2,148 in Q2 2024.
  • Funds reported $80B of Bristol-Myers Squibb stock for Q3 2024, up 25% quarter-over-quarter.
  • 266 funds opened new Bristol-Myers Squibb positions in Q3 2024 and 130 closed out, a net change of +136 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2024 was Bank of New York Mellon, an estimated $331M added.
  • The largest Bristol-Myers Squibb seller in Q3 2024 was Capital International Investors, an estimated $599M sold.

Based on aggregated 13F filings for Q3 2024.