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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
GT
676
Greenleaf Trust
Michigan
$4.52M +$995K +13,711 +28%
RFM
677
Royal Fund Management
Florida
$4.51M -$610K -8,408 -12%
TI
678
Tidal Investments
Wisconsin
$4.49M +$650K +8,962 +17%
VIA
679
Vident Investment Advisory
Georgia
$4.47M -$897K -12,368 -14%
H6H
680
Hightower 6M Holding
Kansas
$4.45M -$1.9M -26,131 -29%
RAM
681
Roanoke Asset Management
New Jersey
$4.45M +$363 +5 +0%
VWM
682
Valley Wealth Managers
New Jersey
$4.42M -$92.1K -1,269 -2%
WAOTB
683
Wealth Advisors of Tampa Bay
Florida
$4.41M -$4.36M -60,123 -49%
PA
684
Parallel Advisors
California
$4.39M -$73K -1,007 -2%
FNBT
685
FineMark National Bank & Trust
Florida
$4.39M +$6.96K +96 +0.2%
DSC
686
Duncker Streett & Co
Missouri
$4.38M -$124K -1,710 -3%
KWM
687
Kingsview Wealth Management
Oregon
$4.38M -$426K -5,879 -9%
OLA
688
Oliver Luxxe Assets
New Jersey
$4.37M +$213K +2,933 +5%
SSWM
689
Sheets Smith Wealth Management
North Carolina
$4.37M +$6.53K +90 +0.1%
BSB
690
Bangor Savings Bank
Maine
$4.36M +$38.3K +528 +0.9%
SFI
691
Siemens Fonds Invest
Germany
$4.35M -$129K -1,777 -3%
OPPTF
692
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.29M +$80.9K +1,115 +2%
AAM
693
AR Asset Management
California
$4.28M +$21.8K +300 +0.5%
AFG
694
American Financial Group
Ohio
$4.27M
HP
695
Highlander Partners
Texas
$4.26M
CM
696
Churchill Management
California
$4.25M +$42.8K +590 +1%
ZIG
697
Zurich Insurance Group
Switzerland
$4.25M -$38.2M -526,584 -90%
UCMOK
698
United Capital Management of KS
Kansas
$4.24M +$2.9K +40 +0.1%
JAM
699
Jupiter Asset Management
United Kingdom
$4.24M +$4.33M +59,670 New
HAIM
700
Hunter Associates Investment Management
Pennsylvania
$4.24M -$5.66K -78 -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.