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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
RWM
701
RBA Wealth Management
California
$4.24M +$45.6K +628 +1%
BBWA
702
Bell & Brown Wealth Advisors
California
$4.2M -$108K -1,489 -2%
1832 Asset Management
703
1832 Asset Management
Ontario, Canada
$4.17M +$836K +11,519 +24%
AAS
704
Avantax Advisory Services
Texas
$4.16M +$388K +5,349 +10%
AWM
705
Avitas Wealth Management
California
$4.13M +$34.7K +478 +0.8%
BCM
706
Beddow Capital Management
Wyoming
$4.12M +$36.3K +500 +0.9%
DCM
707
Dupont Capital Management
Delaware
$4.11M -$708K -9,757 -14%
JWBC
708
J.W. Burns & Co
New York
$4.08M -$1.52K -21 -0%
LI
709
LMCG Investments
Massachusetts
$4.06M -$99K -1,365 -2%
BFM
710
Boothbay Fund Management
New York
$4.06M +$4.14M +57,094 New
VVP
711
Venture Visionary Partners
Ohio
$4.05M -$252K -3,472 -6%
MCM
712
Mill Capital Management
North Carolina
$4.04M
SB
713
Simmons Bank
Arkansas
$4.03M -$203K -2,799 -5%
BO
714
BRR OpCo
Ohio
$4.01M -$115K -1,579 -3%
PFPT
715
Pinnacle Financial Partners (Tennessee)
Tennessee
$4M +$93.3K +1,286 +2%
BG
716
Bahl & Gaynor
Ohio
$3.99M +$121K +1,668 +3%
CIC
717
Cornercap Investment Counsel
Georgia
$3.95M +$284K +3,916 +8%
PAM
718
Paradigm Asset Management
New York
$3.91M -$58K -800 -1%
MIAN
719
Mariner Independent Advisor Network
Kansas
$3.91M -$291K -4,012 -7%
HT
720
HAP Trading
New York
$3.91M +$2.6M +35,788 +187%
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.9M -$14.4K -199 -0.4%
DIA
722
Dean Investment Associates
Ohio
$3.9M +$52.7K +727 +1%
GHAM
723
Gilman Hill Asset Management
Connecticut
$3.9M +$26.6K +366 +0.7%
MNBTD
724
Moody National Bank Trust Division
Texas
$3.9M +$381K +5,257 +11%
MIC
725
Means Investment Company
Maine
$3.89M +$18.6K +257 +0.5%

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.