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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
CIC
501
Carnegie Investment Counsel
Ohio
$7.78M +$1.2M +16,477 +18%
USCWA
502
U.S. Capital Wealth Advisors
Texas
$7.76M +$73.5K +1,013 +0.9%
PP
503
Patten & Patten
Tennessee
$7.76M -$76.2K -1,050 -1%
TFA
504
Toth Financial Advisory
Virginia
$7.75M +$475K +6,543 +6%
NMERB
505
New Mexico Educational Retirement Board
New Mexico
$7.74M -$870K -12,000 -10%
GIM
506
Grassi Investment Management
California
$7.72M
H
507
HoyleCohen
California
$7.7M -$111K -1,532 -1%
FLPIM
508
F.L. Putnam Investment Management
Massachusetts
$7.69M +$3.55M +48,956 +83%
SSA
509
Schonfeld Strategic Advisors
New York
$7.68M -$112K -1,539 -1%
SWM
510
Stockman Wealth Management
Montana
$7.68M +$200K +2,754 +3%
TCOV
511
Trust Company of Vermont
Vermont
$7.66M +$267K +3,676 +4%
RC
512
RegentAtlantic Capital
New Jersey
$7.62M +$224K +3,092 +3%
GT
513
Glenview Trust
Kentucky
$7.58M -$17K -234 -0.2%
TAIM
514
Te Ahumairangi Investment Management
New Zealand
$7.45M +$159K +2,190 +2%
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$7.44M -$244K -3,364 -3%
JAFL
516
Jay A. Fishman Ltd
Michigan
$7.39M -$47.2K -650 -0.6%
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$7.34M +$48.3K +666 +0.6%
TNB
518
Thomasville National Bank
Georgia
$7.31M +$145K +2,000 +2%
HP
519
Hosking Partners
United Kingdom
$7.27M -$540K -7,450 -7%
CIS
520
Capital International Sarl
California
$7.27M +$4M +55,163 +117%
SAM
521
Socorro Asset Management
Texas
$7.26M -$1.47M -20,245 -17%
AAM
522
Advisors Asset Management
Colorado
$7.25M +$148K +2,035 +2%
MC
523
Moors & Cabot
Massachusetts
$7.21M +$58.9K +812 +0.8%
MCM
524
Marathon Capital Management
Maryland
$7.2M +$1.96M +27,033 +36%
CCT
525
Chemung Canal Trust
New York
$7.2M -$32.5K -448 -0.4%

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.