We are live on ! Find out more
BMY icon

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
FH
2551
FWG Holdings
Florida
-$223K -2,899 Closed
MFP
2552
Meridian Financial Partners
Virginia
-$214K -2,862 Closed
WIC
2553
Wilkins Investment Counsel
Massachusetts
-$216K -2,800 Closed
CPA
2554
Cardiff Park Advisors
California
-$215K -2,794 Closed
HCA
2555
Horan Capital Advisors
Ohio
-$214K -2,780 Closed
SGK
2556
Steigerwald Gordon & Koch
Virginia
-$213K -2,771 Closed
AWP
2557
Abacus Wealth Partners
California
-$213K -2,764 Closed
GWM
2558
Greenhouse Wealth Management
Connecticut
-$213K -2,761 Closed
CPC
2559
Congress Park Capital
New York
-$212K -2,750 Closed
KCPG
2560
Kavar Capital Partners Group
Kansas
-$211K -2,746 Closed
WEG
2561
World Equity Group
Illinois
-$211K -2,742 Closed
ACA
2562
Anchor Capital Advisors
Massachusetts
-$210K -2,731 Closed
PFA
2563
Pathway Financial Advisors
Vermont
-$210K -2,731 Closed
BWP
2564
Bernardo Wealth Planning
Pennsylvania
-$208K -2,714 Closed
MPIA
2565
Mountain Pacific Investment Advisers
Idaho
-$209K -2,712 Closed
KBFS
2566
Kohmann Bosshard Financial Services
Ohio
-$208K -2,707 Closed
WOSD
2567
WFA of San Diego
California
-$208K -2,705 Closed
VCWA
2568
Vanguard Capital Wealth Advisors
Colorado
-$207K -2,700 Closed
SHWM
2569
Smith & Howard Wealth Management
Georgia
-$208K -2,698 Closed
JWM
2570
JGP Wealth Management
Oregon
-$205K -2,690 Closed
TLFA
2571
True Link Financial Advisors
California
-$206K -2,675 Closed
IAP
2572
Indie Asset Partners
Indiana
-$206K -2,673 Closed
MM
2573
MQS Management
New York
-$206K -2,672 Closed
TPW
2574
Tiller Private Wealth
Pennsylvania
-$206K -2,670 Closed
DWM
2575
Doyle Wealth Management
Florida
-$205K -2,659 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.