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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
KCM
2501
Kempner Capital Management
Texas
-$2.1M -27,238 Closed
HIC
2502
Hartline Investment Corp
Illinois
-$1.65M -26,623 Closed
GI
2503
Glovista Investments
New Jersey
-$1.99M -25,785 Closed
CIA
2504
Cascade Investment Advisors
Oregon
-$1.75M -22,715 Closed
VF
2505
Virtu Financial
New York
-$1.32M -17,190 Closed
MSCM
2506
McElhenny Sheffield Capital Management
Texas
-$1.28M -16,659 Closed
ARC
2507
Advisor Resource Council
Texas
-$1.27M -16,457 Closed
RIM
2508
Redwood Investment Management
Arizona
-$1.23M -16,005 Closed
NIM
2509
NuWave Investment Management
New Jersey
-$1.1M -14,357 Closed
DAM
2510
Draper Asset Management
New York
-$986K -12,809 Closed
TI
2511
Trexquant Investment
Connecticut
-$909K -11,799 Closed
BAAM
2512
Baker Avenue Asset Management
California
-$876K -11,378 Closed
BMCM
2513
Burns Matteson Capital Management
New York
-$868K -11,278 Closed
TCM
2514
Teza Capital Management
Illinois
-$830K -10,774 Closed
CBN
2515
Cadence Bank NA
Texas
-$672K -8,719 Closed
CANY
2516
Caxton Associates (New York)
New York
-$622K -8,082 Closed
JSC
2517
Jackson Square Capital
California
-$612K -7,952 Closed
CIAS
2518
CFS Investment Advisory Services
New Jersey
-$585K -7,603 Closed
WKSWA
2519
White Knight Strategic Wealth Advisors
New Jersey
-$566K -7,347 Closed
B
2520
Barings
North Carolina
-$507K -6,584 Closed
QTM
2521
qPULA Trading Management
New York
-$505K -6,554 Closed
CFO
2522
Collective Family Office
Pennsylvania
-$463K -6,017 Closed
LNWTC
2523
Laird Norton Wetherby Trust Company
Washington
-$433K -5,593 Closed
GTCM
2524
Gyon Technologies Capital Management
New Jersey
-$427K -5,546 Closed
RB
2525
Renasant Bank
Mississippi
-$413K -5,366 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.