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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
OIA
851
OneDigital Investment Advisors
Kansas
$2.83M -$274K -3,772 -9%
GIM
852
Guardian Investment Management
California
$2.83M -$72.5K -1,000 -2%
KFC
853
Klingenstein Fields & Co
New York
$2.82M +$78.1K +1,077 +3%
DWA
854
Douglass Winthrop Advisors
New York
$2.82M -$72.5K -1,000 -2%
TCWM
855
Total Clarity Wealth Management
Illinois
$2.8M -$42.7K -589 -1%
AF
856
Arrow Financial
New York
$2.79M -$3.7K -51 -0.1%
SMH
857
Sanders Morris Harris
Texas
$2.79M -$9.94K -137 -0.3%
EVM
858
Evelyn V. Moreno
$2.79M -$2.26M -31,151 -44%
IP
859
Intellectus Partners
California
$2.79M +$295K +4,062 +12%
BI
860
Berkeley Inc
Idaho
$2.78M +$94.9K +1,308 +3%
ECM
861
Element Capital Management
New York
$2.77M
BBA
862
BLB&B Advisors
Pennsylvania
$2.76M -$67.4K -929 -2%
SLI
863
Sumitomo Life Insurance
Japan
$2.76M -$344K -4,742 -11%
FWTB
864
First Western Trust Bank
Colorado
$2.75M -$36.3K -500 -1%
MGP
865
Metis Global Partners
California
$2.75M +$134K +1,846 +5%
PPP
866
Private Portfolio Partners
New Jersey
$2.75M -$17.5K -241 -0.6%
MPM
867
Meritage Portfolio Management
Kansas
$2.75M +$139K +1,916 +5%
CSPAM
868
Cary Street Partners Asset Management
Virginia
$2.74M -$18.5K -255 -0.7%
5L
869
55I LLC
Massachusetts
$2.74M +$1.82M +25,133 +187%
BHWM
870
Bar Harbor Wealth Management
New Hampshire
$2.73M -$76.2K -1,051 -3%
PP
871
Pacifica Partners
Canada
$2.73M -$39.9K -550 -1%
TMAM
872
Tokio Marine Asset Management
Japan
$2.71M +$348K +4,797 +14%
SFA
873
Souders Financial Advisors
Ohio
$2.7M +$66.8K +921 +2%
BB
874
Berkshire Bank
Massachusetts
$2.7M -$336K -4,629 -11%
LCM
875
Logan Capital Management
Pennsylvania
$2.69M +$39.7K +547 +1%

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.