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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
AW
551
ACG Wealth
Georgia
$6.72M -$202K -2,781 -3%
HFS
552
Hantz Financial Services
Michigan
$6.66M +$146K +2,014 +2%
FHA
553
First Horizon Advisors
Tennessee
$6.65M -$169K -2,326 -2%
SC
554
Searle & Co
Connecticut
$6.63M
BBHC
555
Brown Brothers Harriman & Co
New York
$6.6M +$305K +4,209 +5%
EOJOAM
556
E. Ohman J:or Asset Management
Sweden
$6.59M -$297K -4,100 -4%
SSI
557
Scott & Selber Inc
Texas
$6.57M +$27.9K +384 +0.4%
ERIC
558
Eagle Rock Investment Company
Georgia
$6.55M -$408K -5,623 -6%
CCP
559
Corient Capital Partners
California
$6.53M
LSA
560
L & S Advisors
California
$6.53M +$1.51M +20,866 +29%
Nomura Holdings
561
Nomura Holdings
Japan
$6.49M +$5.17M +71,316 +303%
C
562
Chescapmanager
Maryland
$6.46M -$9.43M -130,000 -59%
TBA
563
Tower Bridge Advisors
Pennsylvania
$6.45M -$49.2K -678 -0.7%
ACP
564
Ashfield Capital Partners
California
$6.42M -$152K -2,092 -2%
NC
565
Naman Capital
Brazil
$6.4M
MBTD
566
Mechanics Bank - Trust Department
California
$6.37M -$72.8K -1,003 -1%
NB
567
NBT Bank
New York
$6.36M -$34.9K -481 -0.5%
SIC
568
Salem Investment Counselors
North Carolina
$6.36M -$290 -4 -0%
Assenagon Asset Management
569
Assenagon Asset Management
Luxembourg
$6.35M +$2.64M +36,349 +69%
HTC
570
Haverford Trust Company
Pennsylvania
$6.23M -$241K -3,324 -4%
GCM
571
Gibraltar Capital Management
Oklahoma
$6.2M -$298K -4,114 -5%
NEAM
572
New England Asset Management
Connecticut
$6.15M -$1.64M -22,675 -21%
BFS
573
Bradley Foster & Sargent
Connecticut
$6.15M +$84.9K +1,170 +1%
FA
574
Financial Advantage
Maryland
$6.03M +$3.77K +52 +0.1%
HAI
575
Hennessy Advisors Inc
California
$6.01M +$65.3K +900 +1%

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.