Bristol-Myers Squibb
BMY
2,368 hedge funds and large institutions have $79.7B invested in Bristol-Myers Squibb in 2023 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 673 increasing their positions, 1,210 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
1.18% more ownership
Funds ownership: 75.17% → 76.35% (+1.2%)
6% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 240
1% less funds holding
Funds holding: 2,390 → 2,368 (-22)
16% less capital inflows, than outflows
Capital inflows: $4.38B | Capital outflows: $5.19B
43% less funds holding in top 10
Funds holding in top 10: 42 → 24 (-18)
44% less repeat investments, than reductions
Existing positions increased: 673 | Existing positions reduced: 1,210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
+$188M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$168M |
| 3 |
Primecap Management
Pasadena,
California
|
+$157M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$140M |
| 5 |
Squarepoint
New York
|
+$139M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$414M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$391M |
| 3 |
Morgan Stanley
New York
|
-$380M |
| 4 |
JP Morgan Chase
New York
|
-$351M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$186M |
BMY Hedge Fund Activity: Q4 2023 in Review
2,368 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2023, worth a combined $79.7B — down 13% from $91.2B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new BMY positions and 240 closed out — a net gain of 15 holders — while 673 added to existing stakes and 1,210 trimmed.
The largest buyer was VanEck Associates, adding an estimated $188M. The largest seller was Capital International Investors, cutting an estimated $414M.
- 2,368 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2023, down from 2,390 in Q3 2023.
- Funds reported $79.7B of Bristol-Myers Squibb stock for Q4 2023, down 13% quarter-over-quarter.
- 255 funds opened new Bristol-Myers Squibb positions in Q4 2023 and 240 closed out, a net change of +15 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2023 was VanEck Associates, an estimated $188M 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.