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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
NI
376
Nepsis Inc
Minnesota
$12.7M -$172K -2,373 -1%
SPIA
377
Steward Partners Investment Advisory
New York
$12.7M +$4.28M +59,018 +49%
APF
378
Alaska Permanent Fund
Alaska
$12.6M +$2.13M +29,406 +20%
FT
379
Fiduciary Trust
Massachusetts
$12.6M +$651K +8,978 +5%
TRCT
380
Tower Research Capital (TRC)
New York
$12.6M +$4.18M +57,676 +48%
SAM
381
Stansberry Asset Management
Texas
$12.6M -$1.22M -16,879 -9%
CWM
382
Calamos Wealth Management
Illinois
$12.5M +$409K +5,641 +3%
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$12.5M -$258K -3,562 -2%
BG
384
Bollard Group
Massachusetts
$12.4M +$63.4K +874 +0.5%
SAM
385
Securian Asset Management
Minnesota
$12.4M +$99.2K +1,368 +0.8%
AAP
386
Aristotle Atlantic Partners
Florida
$12.3M +$92.9K +1,281 +0.7%
AAF
387
Andra AP-fonden
Sweden
$12.3M -$2.03M -28,000 -14%
NB
388
Norinchukin Bank
Japan
$12.3M +$1.53M +21,023 +14%
GAM
389
Gotham Asset Management
New York
$12.2M +$3.32M +45,754 +36%
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$12.1M +$239K +3,295 +2%
LC
391
Loews Corp
New York
$12.1M -$5.44M -75,000 -31%
CF
392
CNA Financial
Illinois
$12.1M -$798K -11,000 -6%
ONB
393
Old National Bancorp
Indiana
$12.1M -$675K -9,307 -5%
CIC
394
Cutler Investment Counsel
Oregon
$11.9M -$36.1K -497 -0.3%
KRS
395
Kentucky Retirement Systems
Kentucky
$11.9M +$662K +9,126 +6%
SMDAM
396
Sumitomo Mitsui DS Asset Management
Japan
$11.8M +$565K +7,794 +5%
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$11.8M +$88.2K +1,216 +0.7%
CCM
398
Callodine Capital Management
Massachusetts
$11.7M +$6.71M +92,500 +128%
WF
399
Welch & Forbes
Massachusetts
$11.7M -$14.9K -206 -0.1%
IMOV
400
Investment Management of Virginia
Virginia
$11.6M -$68K -938 -0.6%

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.