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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
WA
651
Wasatch Advisors
Utah
$4.79M
EIA
652
Eastover Investment Advisors
North Carolina
$4.78M +$76.7K +1,058 +2%
CAM
653
Carret Asset Management
New York
$4.76M -$43.5K -600 -0.9%
AG
654
AIA Group
Hong Kong
$4.74M +$1.85M +25,468 +62%
MWM
655
Meridian Wealth Management
Kentucky
$4.74M -$91K -1,254 -2%
SAM
656
Sompo Asset Management
Japan
$4.73M -$1.2M -16,610 -20%
CNC
657
Canandaigua National Corp
New York
$4.71M -$239K -3,297 -5%
DFG
658
Demars Financial Group
Washington
$4.7M +$197K +2,713 +4%
FHB
659
First Hawaiian Bank
Hawaii
$4.7M +$80.9K +1,115 +2%
KA
660
Kintegral Advisory
New York
$4.68M
BFS
661
Bard Financial Services
Connecticut
$4.68M -$50.8K -700 -1%
SAM
662
Sectoral Asset Management
Quebec, Canada
$4.66M +$2.1M +29,000 +79%
RIL
663
Rothschild Investment LLC
Illinois
$4.64M -$493K -6,798 -9%
ISB
664
Iowa State Bank
Iowa
$4.64M +$18K +248 +0.4%
ECM
665
EagleClaw Capital Management
Massachusetts
$4.64M +$152K +2,100 +3%
IC
666
IEQ Capital
California
$4.63M +$1.24M +17,077 +36%
IHL
667
Investment House LLC
California
$4.6M +$186K +2,563 +4%
FCA
668
FinTrust Capital Advisors
South Carolina
$4.59M -$21.5K -296 -0.5%
DAM
669
Delta Asset Management
Tennessee
$4.57M +$10.9K +150 +0.2%
FAB
670
First American Bank
Illinois
$4.56M +$137K +1,882 +3%
IPW
671
Inlet Private Wealth
Florida
$4.54M +$1.09K +15 +0%
PCM
672
Poehling Capital Management
Wisconsin
$4.54M +$2.91M +40,120 +893%
HWAM
673
Hennion & Walsh Asset Management
New Jersey
$4.53M -$480K -6,623 -9%
TIM
674
Thompson Investment Management
Wisconsin
$4.52M -$4.24M -58,436 -48%
WTFG
675
Wells Trecaso Financial Group
Ohio
$4.52M +$4.71K +65 +0.1%

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.