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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
AAM
826
Arabesque Asset Management
United Kingdom
$2.95M +$885K +12,194 +42%
Koshinski Asset Management
827
Koshinski Asset Management
Illinois
$2.94M +$63.1K +870 +2%
BPC
828
Banque Pictet & Cie
Switzerland
$2.93M +$2.52M +34,779 +541%
BBI
829
Baxter Bros Inc
Connecticut
$2.92M -$5K -69 -0.2%
EFS
830
Essex Financial Services
Connecticut
$2.92M +$3.7K +51 +0.1%
AP
831
Americana Partners
Texas
$2.92M +$1.26M +17,307 +72%
CCP
832
Clarkston Capital Partners
Michigan
$2.92M
P
833
Pitcairn
Pennsylvania
$2.91M +$574K +7,919 +24%
Fiera Capital (Canada)
834
Fiera Capital (Canada)
Quebec, Canada
$2.91M -$54.3K -749 -2%
AMBIA
835
Allen Mooney & Barnes Investment Advisors
Georgia
$2.91M -$57.1K -787 -2%
SFO
836
Stokes Family Office
Louisiana
$2.9M +$47.7K +658 +2%
DWM
837
Dakota Wealth Management
Florida
$2.89M +$1.39M +19,225 +90%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$2.89M +$798K +10,996 +37%
BFIM
839
Beese Fulmer Investment Management
Ohio
$2.88M -$109K -1,499 -4%
ACA
840
Aptus Capital Advisors
Alabama
$2.88M +$94.8K +1,307 +3%
AT
841
Arvest Trust
Oklahoma
$2.88M +$1.04M +14,324 +55%
MSAM
842
Moloney Securities Asset Management
Missouri
$2.87M -$40K -552 -1%
SIG
843
Stonegate Investment Group
Alabama
$2.86M +$15.4K +212 +0.5%
MFG
844
MidWestOne Financial Group
Iowa
$2.86M +$119K +1,634 +4%
PGAM
845
Princeton Global Asset Management
New Jersey
$2.85M -$13K -179 -0.4%
ECM
846
Exchange Capital Management
Michigan
$2.85M -$1.85M -25,461 -39%
NHC
847
Nicholas Hoffman & Company
Georgia
$2.85M -$33.6K -463 -1%
BAMCO Inc
848
BAMCO Inc
New York
$2.84M -$1.52M -21,000 -34%
C
849
Certuity
Florida
$2.84M +$300K +4,139 +12%
JWM
850
Jackson Wealth Management
Florida
$2.84M +$1.64M +22,656 +131%

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.