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Bristol-Myers Squibb

2,263 hedge funds and large institutions have $80B invested in Bristol-Myers Squibb in 2024 Q3 according to their latest regulatory filings, with 267 funds opening new positions, 820 increasing their positions, 932 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 267 | Existing positions closed: 131

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

25% more capital invested

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

5% more funds holding

Funds holding: 2,1522,263 (+111)

0.49% more ownership

Funds ownership: 75.78%76.27% (+0.49%)

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: 932

Holders
2,263
Holders Change
+111
Holders Change %
+5.16%
% 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
267
Increased
820
Reduced
932
Closed
131
Calls
$1.88B
Puts
$1.99B
Net Calls
-$109M
Net Calls Change
+$35.1M

BMY Hedge Fund Activity: Q3 2024 in Review

2,263 of the 6,978 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: 267 funds opened new BMY positions and 131 closed out — a net gain of 136 holders — while 820 added to existing stakes and 932 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.

  • 2,263 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2024, up from 2,152 in Q2 2024.
  • Funds reported $80B of Bristol-Myers Squibb stock for Q3 2024, up 25% quarter-over-quarter.
  • 267 funds opened new Bristol-Myers Squibb positions in Q3 2024 and 131 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.