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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
CA
626
Clearstead Advisors
Ohio
$5.03M -$293K -4,043 -5%
CCM
627
Covington Capital Management
California
$5.03M -$532K -7,336 -9%
RPC
628
Rossmore Private Capital
Connecticut
$5.03M +$17.3K +238 +0.3%
FIB
629
First Interstate Bank
Montana
$5.01M -$3.7K -51 -0.1%
PVH
630
Psagot Value Holdings
Israel
$5M +$1.8M +24,862 +55%
AssetMark Inc
631
AssetMark Inc
California
$5M +$1.77M +24,352 +53%
CCM
632
Canal Capital Management
Virginia
$4.99M +$267K +3,674 +6%
AIP
633
Ameritas Investment Partners
Nebraska
$4.96M +$10.7K +147 +0.2%
KCM
634
Kanawha Capital Management
Virginia
$4.96M -$321K -4,424 -6%
Tudor Investment Corp
635
Tudor Investment Corp
Connecticut
$4.95M -$301K -4,150 -28%
BFG
636
Beacon Financial Group
Texas
$4.95M -$31.8K -439 -0.6%
GWM
637
Geneos Wealth Management
Colorado
$4.94M -$823K -11,350 -14%
SIC
638
Sigma Investment Counselors
Michigan
$4.94M -$65.4K -901 -1%
CK
639
Cohen Klingenstein
New York
$4.93M
ECM
640
Everence Capital Management
Indiana
$4.92M
GAAM
641
Guinness Atkinson Asset Management
California
$4.91M
RMC
642
Resources Management Corp
Connecticut
$4.91M -$37.4K -515 -0.7%
VCM
643
Versant Capital Management
Arizona
$4.9M
LA
644
LVW Advisors
New York
$4.87M +$113K +1,555 +2%
GCMG
645
Gyroscope Capital Management Group
Florida
$4.85M -$15.2K -210 -0.3%
GJIC
646
Gamble Jones Investment Counsel
California
$4.84M -$218K -3,000 -4%
BFA
647
Benedict Financial Advisors
Georgia
$4.84M +$41.3K +570 +0.8%
FIM
648
Freedom Investment Management
Connecticut
$4.82M +$273K +3,767 +6%
PHS
649
Pekin Hardy Strauss
Illinois
$4.81M +$60.2K +830 +1%
AIS
650
AM Investment Strategies
Tennessee
$4.79M -$148K -2,035 -3%

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.