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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
MF
276
Magnetar Financial
Illinois
$23.5M +$23M +317,210 +2,425%
SYBT
277
Stock Yards Bank & Trust
Kentucky
$23.2M +$232K +3,194 +1%
DIA
278
Dana Investment Advisors
Wisconsin
$23.1M +$16.3M +224,442 +224%
CC
279
Cannell & Co
New York
$23M -$235K -3,240 -1%
MLL
280
Moody Lynn & Lieberson
Massachusetts
$22.8M -$3.02M -41,614 -11%
SF
281
Synovus Financial
Georgia
$22.6M +$561K +7,730 +2%
CA
282
Cornerstone Advisors
North Carolina
$22.6M +$2.18M +30,000 +10%
BPA
283
Beacon Pointe Advisors
California
$22.5M +$650K +8,956 +3%
MOACM
284
Mutual of America Capital Management
New York
$22.2M +$381K +5,252 +2%
Creative Planning
285
Creative Planning
Kansas
$22.2M +$224K +3,090 +1%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.2M +$169K +2,330 +0.8%
Mercer Global Advisors
287
Mercer Global Advisors
Colorado
$21.8M +$2.4M +33,099 +12%
CAM
288
ClariVest Asset Management
California
$21.7M -$1.32M -18,200 -6%
JLBC
289
J.L. Bainbridge & Co
Florida
$21.6M -$412K -5,682 -2%
FNT
290
First National Trust
Pennsylvania
$21.5M +$363K +5,004 +2%
TPSF
291
Texas Permanent School Fund
Texas
$21.5M +$1.52M +20,907 +7%
KA
292
KLCM Advisors
Wisconsin
$21.2M +$735K +10,138 +4%
ACM
293
Argent Capital Management
Missouri
$21.2M +$59.8K +825 +0.3%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$21.1M -$5.44M -75,006 -20%
SAI
295
Systematic Alpha Investments
New Jersey
$21.1M
GC
296
Grimes & Company
Massachusetts
$21M +$347K +4,778 +2%
PAG
297
Private Advisor Group
New Jersey
$21M -$2.52M -34,715 -11%
ProShare Advisors
298
ProShare Advisors
Maryland
$21M -$2.32M -31,955 -10%
BLAM
299
Bourne Lent Asset Management
New York
$20.9M -$125K -1,720 -0.6%
WB
300
WesBanco Bank
West Virginia
$20.7M -$4.52M -62,363 -18%

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.