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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
Robeco Institutional Asset Management
51
Robeco Institutional Asset Management
Netherlands
$291M +$87.1M +1,200,434 +41%
Pzena Investment Management
52
Pzena Investment Management
New York
$284M -$13M -179,101 -4%
Barclays
53
Barclays
United Kingdom
$280M +$8.92M +122,980 +3%
Jennison Associates
54
Jennison Associates
New York
$275M -$16.7M -230,101 -6%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$267M -$12M -165,877 -4%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$266M +$54.9M +757,184 +25%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$264M -$5.88M -81,126 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$264M +$6.9M +95,154 +3%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$257M +$10.4M +143,072 +4%
Federated Hermes
60
Federated Hermes
Pennsylvania
$255M +$2.58M +35,573 +1%
First Trust Advisors
61
First Trust Advisors
Illinois
$241M -$26.7M -368,730 -10%
National Pension Service
62
National Pension Service
South Korea
$239M +$3.29M +45,369 +1%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$230M +$23.1M +318,578 +11%
Truist Financial
64
Truist Financial
North Carolina
$218M -$21.4M -295,021 -9%
Principal Financial Group
65
Principal Financial Group
Iowa
$218M +$1.96M +27,016 +0.9%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$217M -$120M -1,660,400 -35%
RJA
67
Raymond James & Associates
Florida
$217M -$15.5M -213,971 -7%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$211M -$201M -2,773,412 -48%
KBC Group
69
KBC Group
Belgium
$201M -$20M -275,230 -9%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$198M -$287M -3,959,675 -59%
AllianceBernstein
71
AllianceBernstein
Tennessee
$193M +$3.37M +46,516 +2%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$189M +$9M +124,071 +5%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$185M -$1.23M -16,972 -0.7%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$182M -$4.1M -56,491 -2%
FWIA
75
Fort Washington Investment Advisors
Ohio
$179M -$31.9M -440,343 -15%

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.