Bristol-Myers Squibb
BMY
2,154 hedge funds and large institutions have $63.8B invested in Bristol-Myers Squibb in 2024 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 695 increasing their positions, 1,046 reducing their positions, and 321 closing their positions.
9% less call options, than puts
Call options by funds: $1.51B | Put options by funds: $1.65B
1.46% less ownership
Funds ownership: 77.24% → 75.78% (-1.5%)
8% less funds holding
Funds holding: 2,339 → 2,154 (-185)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
25% less capital invested
Capital invested by funds: $84.7B → $63.8B (-$20.9B)
34% less repeat investments, than reductions
Existing positions increased: 695 | Existing positions reduced: 1,046
47% less first-time investments, than exits
New positions opened: 169 | Existing positions closed: 321
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$477M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$239M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$173M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$156M |
| 5 |
Squarepoint
New York
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$662M |
| 2 |
JP Morgan Chase
New York
|
-$635M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$314M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$259M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$197M |
BMY Hedge Fund Activity: Q2 2024 in Review
2,154 of the 6,939 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2024, worth a combined $63.8B — down 25% from $84.7B a quarter earlier.
Sellers outnumbered buyers: 321 funds closed out of BMY and 169 opened new positions — a net loss of 152 holders — while 1,046 trimmed existing stakes and 695 added.
The largest buyer was Citadel Advisors, adding an estimated $477M. The largest seller was Capital International Investors, cutting an estimated $662M.
- 2,154 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2024, down from 2,339 in Q1 2024.
- Funds reported $63.8B of Bristol-Myers Squibb stock for Q2 2024, down 25% quarter-over-quarter.
- 169 funds opened new Bristol-Myers Squibb positions in Q2 2024 and 321 closed out, a net change of -152 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2024 was Citadel Advisors, an estimated $477M added.
- The largest Bristol-Myers Squibb seller in Q2 2024 was Capital International Investors, an estimated $662M sold.
Based on aggregated 13F filings for Q2 2024.