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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
PTC
751
Private Trust Company
Ohio
$3.59M -$183K -2,519 -5%
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$3.57M -$407K -5,617 -10%
RWM
753
Ritholtz Wealth Management
New York
$3.56M +$1.28M +17,698 +55%
WAP
754
Wealthcare Advisory Partners
Pennsylvania
$3.54M +$66K +910 +2%
Loomis, Sayles & Company
755
Loomis, Sayles & Company
Massachusetts
$3.52M -$14.7M -203,215 -80%
MA
756
Mutual Advisors
Nebraska
$3.51M -$121K -1,669 -3%
BSW
757
Buckingham Strategic Wealth
Missouri
$3.5M +$158K +2,175 +5%
FB
758
Fulton Bank
Pennsylvania
$3.49M -$683K -9,420 -16%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$3.49M -$303K -4,173 -8%
MFAM
760
Motley Fool Asset Management
Virginia
$3.48M -$21.8K -300 -0.6%
LAM
761
L2 Asset Management
Massachusetts
$3.46M +$623K +8,582 +21%
SWM
762
SeaCrest Wealth Management
New York
$3.46M -$107K -1,473 -3%
TPCW
763
TD Private Client Wealth
New York
$3.45M -$1.27M -17,475 -26%
MIM
764
Marco Investment Management
Georgia
$3.44M -$1.74K -24 -0%
BS
765
Boenning & Scattergood
Pennsylvania
$3.43M +$53.8K +742 +2%
FWM
766
Finer Wealth Management
Massachusetts
$3.43M -$19.3K -266 -0.5%
EI
767
EDMP Inc
Florida
$3.4M +$3.41K +47 +0.1%
FWCM
768
Ferguson Wellman Capital Management
Oregon
$3.4M -$46.5K -641 -1%
HKAM
769
Horizon Kinetics Asset Management
New York
$3.4M +$16K +220 +0.5%
S
770
Seeyond
France
$3.39M -$164K -2,264 -5%
JCM
771
Jacobi Capital Management
Pennsylvania
$3.39M +$44K +607 +1%
IA
772
Icon Advisers
Colorado
$3.37M -$87K -1,200 -2%
RIM
773
Redpoint Investment Management
Australia
$3.36M -$613K -8,446 -15%
QP
774
Quilter Plc
United Kingdom
$3.35M -$68.6K -945 -2%
AUB
775
Atlantic Union Bankshares
Virginia
$3.35M -$120K -1,649 -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.