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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
KPWS
576
Kestra Private Wealth Services
Texas
$6M +$392K +5,409 +7%
VLC
577
Van Leeuwen & Company
New Jersey
$5.97M -$23.9K -329 -0.4%
FCH
578
Freestone Capital Holdings
Washington
$5.97M -$1.25M -17,221 -17%
SPC
579
Sigma Planning Corp
Michigan
$5.96M -$593K -8,178 -9%
SCP
580
Shorepoint Capital Partners
Massachusetts
$5.94M +$105K +1,453 +2%
KIA
581
KCM Investment Advisors
California
$5.9M -$12.4K -171 -0.2%
WAS
582
Wesleyan Assurance Society
United Kingdom
$5.86M
EI
583
Ethic Inc
New York
$5.85M +$497K +6,857 +9%
DLCIG
584
D.L. Carlson Investment Group
New Hampshire
$5.85M -$1.04M -14,315 -15%
SBH
585
Segall Bryant & Hamill
Illinois
$5.85M -$45.9K -633 -0.8%
USAA
586
United Services Automobile Association
Texas
$5.83M +$160K +2,201 +3%
PI
587
PEAK6 Investments
Illinois
$5.82M +$1.67M +22,992 +39%
HTI
588
Hikari Tsushin Inc
Japan
$5.77M
EIP
589
Epoch Investment Partners
New York
$5.71M -$316K -4,353 -5%
HCMT
590
Highland Capital Management (Tennessee)
Tennessee
$5.68M -$265K -3,650 -4%
MPI
591
Mairs & Power Inc
Minnesota
$5.66M +$851K +11,738 +17%
NMIMC
592
Northwestern Mutual Investment Management Company
Wisconsin
$5.64M -$1.08M -14,910 -16%
ACP
593
Aviance Capital Partners
Florida
$5.59M -$1.03M -14,148 -15%
RBA
594
Richard Bernstein Advisors
New York
$5.58M -$576K -7,938 -9%
Edgewood Management
595
Edgewood Management
Connecticut
$5.54M
TC
596
TownSquare Capital
Utah
$5.54M +$606K +8,359 +12%
BCV
597
Banque Cantonale Vaudoise
Switzerland
$5.53M -$869K -11,984 -13%
CW
598
Connectus Wealth
Ohio
$5.53M +$177K +2,436 +3%
HPCM
599
Hunter Perkins Capital Management
Illinois
$5.5M -$154K -2,125 -3%
MYIA
600
Mount Yale Investment Advisors
Colorado
$5.5M +$122K +1,687 +2%

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.