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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
MCM
351
McRae Capital Management
New Jersey
$15M +$80.9K +1,115 +0.5%
TWC
352
TD Waterhouse Canada
Ontario, Canada
$14.9M +$2.26M +31,125 +19%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$14.8M -$420K -5,790 -3%
IIM
354
Intact Investment Management
Quebec, Canada
$14.8M +$29K +400 +0.2%
SWP
355
Stratos Wealth Partners
Ohio
$14.8M -$81.2K -1,119 -0.5%
ZCM
356
Ziegler Capital Management
Illinois
$14.7M -$523K -7,215 -3%
PFM
357
Parsec Financial Management
North Carolina
$14.6M +$2.05M +28,322 +16%
CB
358
Community Bank
New York
$14.5M +$256K +3,526 +2%
AWM
359
AE Wealth Management
Kansas
$14.4M -$2.3M -31,645 -14%
PP
360
Prudential plc
United Kingdom
$14.4M +$4.44M +61,266 +43%
Bank of Nova Scotia
361
Bank of Nova Scotia
Ontario, Canada
$14.3M -$50.3M -694,067 -78%
AWS
362
Atria Wealth Solutions
New York
$14.2M +$9.61M +132,499 +196%
BRWA
363
B. Riley Wealth Advisors
Florida
$14.2M +$5.85M +80,637 +68%
CAN
364
Cetera Advisor Networks
California
$14M +$3.57M +49,277 +33%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$14M -$10.7M -147,130 -43%
ACM
366
Advisors Capital Management
New Jersey
$14M +$1.18M +16,327 +10%
Jane Street
367
Jane Street
New York
$13.7M -$67.8M -934,622 -83%
ETC
368
Exchange Traded Concepts
Oklahoma
$13.4M +$6.24M +86,011 +83%
ABC
369
Associated Banc-Corp
Wisconsin
$13.3M -$156K -2,149 -1%
Simplex Trading
370
Simplex Trading
Illinois
$13.3M -$3.88M -53,474 -22%
DIA
371
Davidson Investment Advisors
Montana
$13.3M +$549K +7,568 +4%
PI
372
PGGM Investments
Netherlands
$13.2M +$13.4M +185,078 New
ECM
373
Evergreen Capital Management
Washington
$13.1M +$99.6K +1,373 +0.7%
Susquehanna International Group
374
Susquehanna International Group
Pennsylvania
$13M -$29.1M -401,414 -69%
JPMIA
375
J.P. Marvel Investment Advisors
Massachusetts
$12.8M -$23.9K -330 -0.2%

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.