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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
SLG
2526
Stanley-Laman Group
Pennsylvania
-$409K -5,318 Closed
MC
2527
Machina Capital
France
-$408K -5,300 Closed
ACM
2528
Ardent Capital Management
Ohio
-$393K -5,108 Closed
WMA
2529
West Michigan Advisors
Michigan
-$392K -5,088 Closed
UAM
2530
UAS Asset Management
New York
-$385K -5,000 Closed
BFA
2531
Brendel Financial Advisors
New Hampshire
-$383K -4,976 Closed
WTB
2532
Washington Trust Bank
Washington
-$376K -4,892 Closed
BAS
2533
Brown Advisory Securities
Maryland
-$351K -4,583 Closed
VNB
2534
Virginia National Bank
Virginia
-$343K -4,458 Closed
JF
2535
Jump Financial
Illinois
-$343K -4,451 Closed
BSSFA
2536
Baron Silver Stevens Financial Advisors
Florida
-$333K -4,333 Closed
CCC
2537
Chelsea Counsel Company
California
-$313K -4,063 Closed
SWRP
2538
Summit Wealth & Retirement Planning
California
-$289K -3,755 Closed
SMA
2539
Sage Mountain Advisors
Georgia
-$283K -3,678 Closed
HI
2540
HBK Investments
Texas
-$267K -3,677 Closed
COCM
2541
Charter Oak Capital Management
New Hampshire
-$270K -3,509 Closed
SDJVC
2542
St. Denis J. Villere & Co
Louisiana
-$269K -3,500 Closed
HWM
2543
Horizon Wealth Management
Illinois
-$269K -3,493 Closed
DA
2544
DSC Advisors
Illinois
-$267K -3,467 Closed
LDFR
2545
Lehman & Derafelo Financial Resources
Pennsylvania
-$260K -3,359 Closed
ESBC
2546
E.S. Barr & Co
Kentucky
-$255K -3,317 Closed
AGP
2547
Autumn Glory Partners
Texas
-$254K -3,293 Closed
DCM
2548
Deuterium Capital Management
Florida
-$250K -3,243 Closed
HC
2549
Hamilton Capital
Ohio
-$249K -3,234 Closed
APW
2550
Austin Private Wealth
Texas
-$248K -3,225 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.