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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
DS
2476
Dudley & Shanley
Florida
-$19.3M -251,196 Closed
BC
2477
Brookfield Corp
Ontario, Canada
-$15.4M -199,994 Closed
RCMU
2478
Rokos Capital Management (UK)
United Kingdom
-$13.7M -178,400 Closed
RFA
2479
RTD Financial Advisors
Pennsylvania
-$13.2M -171,935 Closed
CGM
2480
Capital Growth Management
Massachusetts
-$9.24M -120,000 Closed
SC
2481
Sculptor Capital
New York
-$8.38M -108,809 Closed
MPA
2482
Marvin & Palmer Associates
Delaware
-$8.12M -105,500 Closed
NLGIA
2483
Nippon Life Global Investors Americas
New York
-$6.08M -78,970 Closed
PI
2484
Parkside Investments
Illinois
-$5.1M -66,188 Closed
PHK
2485
Point72 Hong Kong
Hong Kong
-$4.51M -62,143 Closed
WI
2486
WBI Investments
New Jersey
-$4.74M -61,601 Closed
SHFP
2487
Second Half Financial Partners
Florida
-$3.85M -61,013 Closed
DA
2488
Duality Advisers
Florida
-$4.58M -59,411 Closed
NIMI
2489
Natixis Investment Managers International
France
-$4.31M -55,939 Closed
YIH
2490
Y-Intercept (HK)
Hong Kong
-$3.92M -50,915 Closed
FC
2491
FORA Capital
Florida
-$3.76M -48,886 Closed
PC
2492
PointState Capital
New York
-$3.64M -47,235 Closed
STAS
2493
Strong Tower Advisory Services
Minnesota
-$3.42M -44,371 Closed
JG
2494
Jefferies Group
New York
-$3.19M -44,000 Closed
Westfield Capital Management
2495
Westfield Capital Management
Massachusetts
-$3.29M -42,706 Closed
WorldQuant Millennium Advisors
2496
WorldQuant Millennium Advisors
New York
-$2.84M -36,837 Closed
CAN
2497
Claraphi Advisory Network
United States
-$2.6M -33,702 Closed
HF
2498
HRT Financial
New York
-$2.35M -30,539 Closed
Jacobs Levy Equity Management
2499
Jacobs Levy Equity Management
New Jersey
-$2.2M -28,526 Closed
GCP
2500
GSA Capital Partners
United Kingdom
-$2.15M -27,910 Closed

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.