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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
M
526
MOTCO
Texas
$7.19M +$148K +2,042 +2%
GAM
527
Griffin Asset Management
New York
$7.14M -$16.9K -233 -0.2%
Walleye Trading
528
Walleye Trading
New York
$7.13M -$1.26M -17,433 -15%
FM
529
Freemont Management
Switzerland
$7.09M -$181K -2,500 -2%
NIG
530
NFJ Investment Group
Texas
$7.08M +$12.9M +177,153 +530%
XF
531
XML Financial
Maryland
$7.04M +$7.19M +99,090 New
WTC
532
WhitTier Trust Company
Nevada
$7.04M -$65.4K -901 -0.9%
Cetera Investment Advisers
533
Cetera Investment Advisers
Illinois
$7.03M -$3.5M -48,217 -33%
WSFS
534
Wilmington Savings Fund Society
Delaware
$7.02M -$143K -1,974 -2%
AIM
535
Avity Investment Management
Connecticut
$7M -$7.37M -101,667 -51%
ATC
536
Argent Trust Co
Tennessee
$7M +$140K +1,935 +2%
MYAM
537
Meiji Yasuda Asset Management
Japan
$7M -$571K -7,870 -7%
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
$6.98M +$7.09M +97,737 +22,889%
CGH
539
Crossmark Global Holdings
Texas
$6.97M +$3.28M +45,153 +85%
HP
540
HealthInvest Partners
Sweden
$6.97M +$3.92M +54,000 +123%
GG
541
Gofen & Glossberg
Illinois
$6.95M +$12.6K +174 +0.2%
AG
542
Advocate Group
Minnesota
$6.92M +$580K +7,998 +9%
TCM
543
Twin Capital Management
Pennsylvania
$6.91M -$89.3K -1,231 -1%
RIM
544
Regent Investment Management
Kentucky
$6.9M +$37.7K +520 +0.5%
CA
545
Callahan Advisors
Texas
$6.88M +$782K +10,783 +13%
HI
546
Horizon Investments
North Carolina
$6.82M +$4.28M +58,939 +156%
CAM
547
Claret Asset Management
Quebec, Canada
$6.8M +$15K +207 +0.2%
AAMA
548
Advanced Asset Management Advisors
Ohio
$6.74M
OPCM
549
Osborne Partners Capital Management
California
$6.74M +$22.3K +307 +0.3%
Bessemer Group
550
Bessemer Group
New Jersey
$6.74M +$488K +6,733 +8%

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.