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Bristol-Myers Squibb

2,470 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 992 increasing their positions, 1,017 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.98B | Put options by funds: $1.58B

0.31% less ownership

Funds ownership: 77.33%77.02% (-0.31%)

2% less repeat investments, than reductions

Existing positions increased: 992 | Existing positions reduced: 1,017

3% less funds holding

Funds holding: 2,5382,470 (-68)

8% less capital invested

Capital invested by funds: $126B → $116B (-$9.75B)

14% less funds holding in top 10

Funds holding in top 10: 132113 (-19)

27% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 134

Holders
2,470
Holders Change
-68
Holders Change %
-2.68%
% of All Funds
42.54%
Holding in Top 10
113
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.39%
% of All Funds
1.95%
New
98
Increased
992
Reduced
1,017
Closed
134
Calls
$1.98B
Puts
$1.58B
Net Calls
+$410M
Net Calls Change
-$186M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$33.3M -$437K -6,026 -1%
GQG Partners
227
GQG Partners
Florida
$32.9M -$73.7M -1,015,421 -69%
PI
228
Putnam Investments
Massachusetts
$32.8M -$112K -1,547 -0.3%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$32.8M +$803K +11,071 +2%
AA
230
ALPS Advisors
Colorado
$32.2M +$6.25M +86,213 +24%
AGA
231
Altrinsic Global Advisors
Connecticut
$31.9M -$4.62M -63,640 -12%
PR
232
Payden & Rygel
California
$31.8M +$5.64M +77,800 +21%
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$31.4M -$21.4M -295,626 -40%
CS
234
Candriam SCA
Luxembourg
$31.4M +$12.3M +169,594 +62%
CB
235
Commerce Bank
Missouri
$31M +$524K +7,222 +2%
EDRH
236
Edmond de Rothschild Holding
Switzerland
$30.8M +$1.41M +19,441 +5%
AIA
237
Avalon Investment & Advisory
Texas
$30.6M -$14.7M -202,474 -32%
TH
238
TCTC Holdings
Texas
$30.5M -$26.1K -360 -0.1%
TAF
239
Tredje AP-fonden
Sweden
$30.5M +$5.29M +72,888 +20%
SG Americas Securities
240
SG Americas Securities
New York
$30.4M +$7.87M +108,506 +34%
CT
241
Cambridge Trust
Massachusetts
$30.1M +$273K +3,767 +0.9%
SCP
242
Seizert Capital Partners
Michigan
$30.1M +$68.9K +950 +0.2%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$29.8M -$735K -10,127 -2%
BC
244
Blackhill Capital
New Jersey
$29.6M -$878K -12,100 -3%
WHG
245
Westwood Holdings Group
Texas
$29.1M -$8.04M -110,841 -21%
IMRF
246
Illinois Municipal Retirement Fund
Illinois
$29M -$1.29M -17,723 -4%
DRZID
247
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M +$138K +1,903 +0.5%
RRAM
248
River Road Asset Management
Kentucky
$28.8M -$108K -1,485 -0.4%
SCI
249
S&CO Inc
Massachusetts
$28.6M +$154K +2,121 +0.5%
WBC
250
Westpac Banking Corp
Australia
$28M +$1.12M +15,379 +4%

BMY Hedge Fund Activity: Q3 2022 in Review

2,470 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2022, worth a combined $116B — down 7.7% from $126B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of BMY and 98 opened new positions — a net loss of 36 holders — while 1,017 trimmed existing stakes and 992 added.

The largest buyer was Capital International Investors, adding an estimated $1.04B. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 2,470 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2022, down from 2,538 in Q2 2022.
  • Funds reported $116B of Bristol-Myers Squibb stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 98 funds opened new Bristol-Myers Squibb positions in Q3 2022 and 134 closed out, a net change of -36 holders.
  • The largest Bristol-Myers Squibb buyer in Q3 2022 was Capital International Investors, an estimated $1.04B added.
  • The largest Bristol-Myers Squibb seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.