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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
CIA
401
CCM Investment Advisers
South Carolina
$11.6M -$393K -5,413 -3%
CM
402
Capital Management
Virginia
$11.6M -$250K -3,443 -2%
Squarepoint
403
Squarepoint
New York
$11.5M -$21.9M -301,847 -65%
TIP
404
Torray Investment Partners
Maryland
$11.5M -$1.92M -26,406 -14%
EMPI
405
Elo Mutual Pension Insurance
Finland
$11.4M -$864K -11,907 -7%
SCA
406
Stonebridge Capital Advisors
Minnesota
$11.3M -$20.2K -278 -0.2%
ECM
407
Endurant Capital Management
California
$11.3M +$11.5M +158,721 New
BF
408
BOK Financial
Oklahoma
$11.3M -$258K -3,560 -2%
HIMC
409
Heritage Investors Management Corp
Maryland
$11.2M -$56.4K -777 -0.5%
FCI
410
Financial Counselors Inc
Kansas
$11.2M -$441K -6,079 -4%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$11.2M -$40K -552 -0.4%
BBA
412
Baader Bank Aktiengesellschaft
Germany
$11.1M +$11.4M +156,541 New
CIBC World Market
413
CIBC World Market
Ontario, Canada
$11M -$2.17M -29,962 -16%
ELC
414
Edgar Lomax Company
Virginia
$11M -$116K -1,600 -1%
UB
415
UMB Bank
Missouri
$10.9M -$600K -8,276 -5%
AIMCA
416
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.9M +$1.2M +16,500 +12%
NRS
417
Neville Rodie & Shaw
New York
$10.8M -$247K -3,400 -2%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$10.7M +$435K +5,994 +4%
BCM
419
Bridgeway Capital Management
Texas
$10.7M -$6.3M -86,800 -37%
FVCM
420
F&V Capital Management
Florida
$10.7M +$196K +2,700 +2%
TSW
421
Thompson Siegel & Walmsley
Virginia
$10.7M -$3.79M -52,250 -26%
SDIC
422
South Dakota Investment Council
South Dakota
$10.6M -$3.84M -52,926 -26%
BAM
423
Belpointe Asset Management
Nevada
$10.6M +$166K +2,290 +2%
TCM
424
Tufton Capital Management
Maryland
$10.6M -$2.38M -32,760 -18%
MCM
425
Mengis Capital Management
Oregon
$10.5M -$408K -5,622 -4%

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.