Bristol-Myers Squibb
BMY
2,338 hedge funds and large institutions have $84.7B invested in Bristol-Myers Squibb in 2024 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 937 increasing their positions, 968 reducing their positions, and 176 closing their positions.
26% more call options, than puts
Call options by funds: $1.56B | Put options by funds: $1.23B
6% more capital invested
Capital invested by funds: $79.7B → $84.7B (+$4.96B)
0.89% more ownership
Funds ownership: 76.35% → 77.24% (+0.89%)
1% less first-time investments, than exits
New positions opened: 175 | Existing positions closed: 176
3% less repeat investments, than reductions
Existing positions increased: 937 | Existing positions reduced: 968
1% less funds holding
Funds holding: 2,365 → 2,338 (-27)
17% less funds holding in top 10
Funds holding in top 10: 24 → 20 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$2.16B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$442M |
| 3 |
Pzena Investment Management
New York
|
+$341M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$278M |
| 5 |
VanEck Associates
New York
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$616M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$407M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$329M |
| 4 |
BlackRock
New York
|
-$282M |
| 5 |
Neuberger Berman Group
New York
|
-$279M |
BMY Hedge Fund Activity: Q1 2024 in Review
2,338 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2024, worth a combined $84.7B — up 6.2% from $79.7B a quarter earlier.
Sellers outnumbered buyers: 176 funds closed out of BMY and 175 opened new positions — a net loss of 1 holder — while 968 trimmed existing stakes and 937 added.
The largest buyer was Charles Schwab, adding an estimated $2.16B. The largest seller was Vanguard Group, cutting an estimated $616M.
- 2,338 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2024, down from 2,365 in Q4 2023.
- Funds reported $84.7B of Bristol-Myers Squibb stock for Q1 2024, up 6.2% quarter-over-quarter.
- 175 funds opened new Bristol-Myers Squibb positions in Q1 2024 and 176 closed out, a net change of -1 holder.
- 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 Vanguard Group, an estimated $616M sold.
Based on aggregated 13F filings for Q1 2024.