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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
GWM
2576
Gitterman Wealth Management
New Jersey
-$203K -2,647 Closed
CMS
2577
Capital Market Strategies
Florida
-$203K -2,639 Closed
CHA
2578
Cooper/Haims Advisors
New York
-$203K -2,639 Closed
FBC
2579
Fairfield, Bush & Co
Connecticut
-$203K -2,635 Closed
RFN
2580
RDA Financial Network
Iowa
-$201K -2,613 Closed
LCS
2581
Levin Capital Strategies
New York
-$201K -2,610 Closed
OAG
2582
Orbis Allan Gray
Bermuda
-$201K -2,608 Closed
BWM
2583
Bulltick Wealth Management
Florida
-$202K -2,600 Closed
MAA
2584
Mraz Amerine & Associates
California
-$200K -2,600 Closed
HFS
2585
Heritage Financial Services
Massachusetts
-$138K -1,803 Closed
JPLA
2586
Joseph P. Lucia & Associates
New York
-$118K -1,531 Closed
GCM
2587
Gladius Capital Management
Illinois
-$109K -1,404 Closed
CWM
2588
Curi Wealth Management
North Carolina
-$104K -1,357 Closed
AIP
2589
Ahrens Investment Partners
Louisiana
-$89K -1,160 Closed
CM
2590
Capula Management
Cayman Islands
-$74.2K -1,023 Closed
MGI
2591
MayTech Global Investments
New York
-$70K -908 Closed
FCG
2592
Financial Connections Group
California
-$69K -898 Closed
FCAS
2593
First Command Advisory Services
Texas
-$62K -810 Closed
RIM
2594
Rockbridge Investment Management
New York
-$60.9K -791 Closed
SFG
2595
Steward Financial Group
Texas
-$57K -756 Closed
RCM
2596
Regency Capital Management
Hawaii
-$52K -675 Closed
NR
2597
Newfound Research
Massachusetts
-$43K -555 Closed
SIAP
2598
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$29K -376 Closed
GWMIA
2599
Global Wealth Management Investment Advisory
Florida
-$21K -277 Closed
GKIM
2600
GW&K Investment Management
Massachusetts
-$20K -265 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.