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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
PFO
476
Pathstone Family Office
New Jersey
$8.46M +$6.87M +94,771 +449%
MIG
477
McGuire Investment Group
Rhode Island
$8.45M -$68.4K -943 -0.8%
AWAG
478
ARS Wealth Advisors Group
Florida
$8.37M +$339K +4,668 +4%
Rafferty Asset Management
479
Rafferty Asset Management
New York
$8.37M +$4.56M +62,910 +115%
MAM
480
Meeder Asset Management
Ohio
$8.34M -$1.44M -19,900 -15%
WA
481
WealthTrust Axiom
Pennsylvania
$8.32M -$22.4K -309 -0.3%
BIA
482
Biondo Investment Advisors
Pennsylvania
$8.3M +$135K +1,866 +2%
MIM
483
Martin Investment Management
Florida
$8.19M +$77.9K +1,074 +0.9%
SCM
484
Shelton Capital Management
Colorado
$8.18M +$1.35M +18,640 +19%
CB
485
Cadence Bank
Mississippi
$8.18M +$619K +8,538 +8%
CCG
486
Cypress Capital Group
Florida
$8.17M +$489K +6,747 +6%
LG
487
LaFleur & Godfrey
Michigan
$8.04M -$661K -9,114 -7%
SAM
488
Silvercrest Asset Management
New York
$8.01M -$14.5K -200 -0.2%
SIC
489
SFE Investment Counsel
California
$8.01M -$335K -4,615 -4%
DY
490
Dowling & Yahnke
California
$7.99M -$147K -2,023 -2%
LCOV
491
London Company of Virginia
Virginia
$7.99M -$261K -3,597 -3%
1IA
492
1834 Investment Advisors
Wisconsin
$7.99M -$50.9K -701 -0.6%
VPIM
493
Vanguard Personalized Indexing Management
California
$7.96M +$38.2K +527 +0.5%
PCIG
494
Partners Capital Investment Group
Massachusetts
$7.94M +$8.11M +111,751 New
WT
495
Whittier Trust
California
$7.91M +$71.2K +981 +0.9%
CA
496
Cullinan Associates
Kentucky
$7.89M +$850K +11,713 +12%
ASN
497
Advisory Services Network
Georgia
$7.88M -$1.5M -20,688 -16%
GH
498
GAM Holding
Switzerland
$7.84M -$7.63M -105,117 -49%
AC
499
Allstate Corporation
Illinois
$7.82M -$44.8K -618 -0.6%
SC
500
Scotia Capital
Ontario, Canada
$7.79M -$1.19M -16,402 -13%

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.