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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
BL
776
Balentine LLC
Georgia
$3.34M -$3.6M -49,650 -51%
SFG
777
SevenBridge Financial Group
Pennsylvania
$3.33M +$972K +13,404 +40%
WS
778
Wedbush Securities
California
$3.32M +$73.3K +1,011 +2%
KA
779
Keene & Associates
Texas
$3.31M +$508 +7 +0%
Group One Trading
780
Group One Trading
Illinois
$3.3M +$3.37M +46,431 New
WCM
781
Windward Capital Management
California
$3.3M +$23K +317 +0.7%
SSG
782
Summit Securities Group
New York
$3.29M -$1.97M -27,163 -37%
PCM
783
Princeton Capital Management
New Jersey
$3.28M -$53.5K -738 -2%
SHFA
784
SS&H Financial Advisors
Michigan
$3.27M
SAM
785
Selway Asset Management
$3.26M -$9.5K -131 -0.3%
VLKIM
786
Van Lanschot Kempen Investment Management
Netherlands
$3.26M +$157K +2,165 +5%
CRIG
787
Charter Research & Investment Group
Connecticut
$3.26M -$45.6K -628 -1%
BFA
788
Bragg Financial Advisors
North Carolina
$3.25M +$193K +2,658 +6%
KCM
789
Kendall Capital Management
Maryland
$3.24M +$90K +1,240 +3%
CCB
790
Country Club Bank
Missouri
$3.23M -$28.2K -389 -0.9%
LBC
791
Lowe Brockenbrough & Co
Virginia
$3.21M +$1.02K +14 +0%
PCMK
792
Paragon Capital Management (Kansas)
Kansas
$3.2M -$93.5K -1,289 -3%
IAA
793
Independent Advisor Alliance
North Carolina
$3.18M +$31.7K +437 +1%
EFI
794
EHP Funds Inc
Canada
$3.17M +$2.98M +41,020 +1,136%
S
795
SignatureFD
Georgia
$3.17M +$67.2K +926 +2%
WWM
796
Western Wealth Management
Colorado
$3.17M +$779K +10,732 +32%
BCM
797
Birmingham Capital Management
Alabama
$3.16M
BOTW
798
Bank of the West
California
$3.14M +$71.2K +982 +2%
CC
799
Courier Capital
New York
$3.13M +$193K +2,659 +6%
1SB
800
1ST Source Bank
Indiana
$3.13M -$11.5K -158 -0.4%

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.