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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
NSEDCP
801
NJ State Employees Deferred Compensation Plan
New Jersey
$3.12M
SC
802
SouthState Corp
Florida
$3.11M -$93.1K -1,283 -3%
APA
803
American Portfolios Advisors
New York
$3.1M -$729K -10,045 -19%
CFGS
804
Concourse Financial Group Securities
Alabama
$3.1M +$263K +3,631 +9%
RF
805
Robbins Farley
New Hampshire
$3.09M -$79.4K -1,094 -2%
CNBTD
806
Citizens National Bank Trust Department
Mississippi
$3.08M +$228K +3,145 +8%
OPA
807
Old Port Advisors
Maine
$3.08M -$5.15K -71 -0.2%
MCP
808
Mirador Capital Partners
California
$3.08M +$29.9K +412 +1%
PA
809
Profund Advisors
Maryland
$3.07M -$194K -2,668 -6%
NFC
810
Northeast Financial Consultants
Connecticut
$3.06M -$392K -5,399 -11%
ACM
811
Altrius Capital Management
North Carolina
$3.06M -$1.81M -24,998 -37%
PTC
812
Philadelphia Trust Company
Pennsylvania
$3.04M +$48K +662 +2%
AIA
813
Affinity Investment Advisors
California
$3.02M -$40.2K -554 -1%
SG
814
Stonnington Group
California
$3.02M +$22.1K +304 +0.7%
RCA
815
Resonant Capital Advisors
Wisconsin
$3.01M +$5.51K +76 +0.2%
SCA
816
Snowden Capital Advisors
New York
$3.01M -$101K -1,388 -3%
HBT
817
Hills Bank & Trust
Iowa
$3M +$77.8K +1,072 +3%
HFM
818
Hartford Financial Management
Connecticut
$3M -$331K -4,568 -10%
AOWM
819
Alpha Omega Wealth Management
Virginia
$2.99M -$52K -717 -2%
AF
820
Advisornet Financial
Minnesota
$2.99M +$176K +2,430 +6%
IA
821
IFP Advisors
Florida
$2.99M +$197K +2,718 +5%
BOC
822
Barbara Oil Co
Illinois
$2.99M
OIM
823
Orca Investment Management
Oregon
$2.98M
EVC
824
Eidelman Virant Capital
Missouri
$2.97M
SBIA
825
Sheaff Brock Investment Advisors
Indiana
$2.95M +$57.5K +792 +2%

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.