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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
API
601
Advisor Partners II
California
$5.49M +$5.6M +77,242 New
AAS
602
Annex Advisory Services
Wisconsin
$5.47M -$176K -2,432 -3%
LD
603
Lipe & Dalton
New York
$5.46M +$7.33K +101 +0.1%
KRSITF
604
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.44M +$274K +3,782 +5%
KWILP
605
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.42M
NSIM
606
North Star Investment Management
Illinois
$5.39M +$290 +4 +0%
LDB
607
Lee, Danner & Bass
Tennessee
$5.37M -$37.5K -517 -0.7%
PSP
608
Principal Street Partners
Tennessee
$5.34M -$153K -2,112 -3%
IUHSA
609
Itau Unibanco Holding S.A.
Brazil
$5.32M +$5.1M +70,285 +1,548%
EH
610
Equitable Holdings
New York
$5.31M -$26.4K -364 -0.5%
PI
611
Pettee Investors
Connecticut
$5.29M -$74.4K -1,025 -1%
O
612
Ossiam
France
$5.27M -$1.62M -22,362 -23%
ACM
613
Argyle Capital Management
Pennsylvania
$5.27M -$3.63K -50 -0.1%
AWM
614
Apollon Wealth Management
South Carolina
$5.25M +$263K +3,619 +5%
GIA
615
Gladstone Institutional Advisory
Florida
$5.25M +$2.06M +28,433 +63%
Lido Advisors
616
Lido Advisors
California
$5.23M -$93.2K -1,285 -2%
WG
617
Welch Group
Alabama
$5.23M +$58.1K +801 +1%
NEI
618
Northwest & Ethical Investments
Ontario, Canada
$5.22M +$546K +7,525 +11%
FNBOO
619
First National Bank of Omaha
Nebraska
$5.2M -$188K -2,597 -3%
HEIP
620
Hudson Edge Investment Partners
New Jersey
$5.17M -$557K -7,674 -10%
BCI
621
Brinker Capital Investments
Pennsylvania
$5.16M -$2.14M -29,541 -29%
V
622
Veritable
Delaware
$5.1M -$3.15M -43,363 -38%
CEI
623
Clark Estates Inc
New York
$5.06M
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$5.06M +$256K +3,528 +5%
EWM
625
Evercore Wealth Management
New York
$5.05M +$33.9K +467 +0.7%

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.