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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
CFLC
451
California First Leasing Corp
California
$9.44M
CI
452
Capital International
California
$9.42M +$4.45M +61,316 +86%
TCA
453
Transcend Capital Advisors
New Jersey
$9.4M +$210K +2,893 +2%
GIM
454
Goelzer Investment Management
Indiana
$9.3M +$276K +3,808 +3%
T
455
TOBAM
France
$9.3M +$8.25M +113,765 +668%
MC
456
Muhlenkamp & Co
Pennsylvania
$9.15M +$86.8K +1,197 +0.9%
SSB
457
Sandy Spring Bank
Maryland
$9.1M -$673K -9,277 -7%
MLICM
458
Metropolitan Life Insurance Company (MetLife)
New York
$9.04M -$80.8K -1,114 -0.9%
AAIM
459
American Assets Investment Management
California
$9.03M
SC
460
Skylands Capital
Wisconsin
$8.99M -$319K -4,400 -3%
SI
461
Stephens Inc
Arkansas
$8.95M -$1.61M -22,254 -15%
BRA
462
Biechele Royce Advisors
Indiana
$8.9M -$770K -10,619 -8%
JC
463
Jacobs & Co
California
$8.8M -$27.9K -384 -0.3%
JIC
464
Johnson Investment Counsel
Ohio
$8.79M +$142K +1,957 +2%
NAM
465
NorthCrest Asset Manangement
Minnesota
$8.75M +$118K +1,620 +1%
CA
466
Cetera Advisors
Colorado
$8.71M -$2.48M -34,153 -22%
GCA
467
Greenwood Capital Associates
South Carolina
$8.66M +$666K +9,176 +8%
ClearBridge Investments
468
ClearBridge Investments
New York
$8.63M -$5.08K -70 -0.1%
RT
469
Rockland Trust
Massachusetts
$8.63M -$70.1K -967 -0.8%
EAM
470
Eagle Asset Management
Florida
$8.63M -$160K -2,211 -2%
LS
471
Livforsakringsbolaget Skandia
Sweden
$8.6M -$1.98M -27,300 -18%
AIM
472
Arcadia Investment Management
Michigan
$8.55M -$104K -1,432 -1%
PCM
473
Parsons Capital Management
Rhode Island
$8.54M +$408K +5,618 +5%
CIC
474
Canal Insurance Company
South Carolina
$8.53M
RBC
475
Romano Brothers & Co
Illinois
$8.47M +$8.64M +119,159 New

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.