We are live on ! Find out more
BMY icon

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
SW
876
Solidarity Wealth
Utah
$2.68M +$588K +8,104 +31%
OSNBOA
877
Old Second National Bank of Aurora
Illinois
$2.67M -$104K -1,438 -4%
DC
878
Diametric Capital
Massachusetts
$2.67M +$2.73M +37,584 New
AIP
879
ARS Investment Partners
New York
$2.66M +$983K +13,550 +57%
SCM
880
Silvant Capital Management
Georgia
$2.66M -$13.3K -184 -0.5%
GF
881
Gries Financial
Ohio
$2.65M +$51.3K +707 +2%
HP
882
Hikari Power
Japan
$2.65M
TFA
883
Transamerica Financial Advisors
Florida
$2.65M +$29.8K +411 +1%
ET
884
Equitable Trust
Tennessee
$2.65M +$102K +1,400 +4%
WSC
885
Wellington Shields & Co
New York
$2.65M +$1.81K +25 +0.1%
VFA
886
Valeo Financial Advisors
Indiana
$2.64M +$243K +3,355 +6%
AAM
887
Aureus Asset Management
Massachusetts
$2.63M
PAS
888
Park Avenue Securities
New York
$2.62M +$165K +2,273 +7%
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$2.61M -$13.9K -192 -0.5%
EC
890
Enhancing Capital
Pennsylvania
$2.6M
LNC
891
Lincoln National Corp
Pennsylvania
$2.58M +$10.2K +140 +0.4%
IP
892
Investment Partners
Ohio
$2.58M +$1.57M +21,603 +147%
PT
893
Plimoth Trust
Massachusetts
$2.57M -$50.7K -699 -2%
VAS
894
Vestmark Advisory Solutions
Massachusetts
$2.57M +$155K +2,143 +6%
VCM
895
Viewpoint Capital Management
Washington
$2.57M -$158K -2,172 -6%
TSWM
896
Triangle Securities Wealth Management
North Carolina
$2.56M -$129K -1,774 -5%
PCA
897
Providence Capital Advisors
North Carolina
$2.56M +$45.6K +629 +2%
PS
898
Pensionfund Sabic
Netherlands
$2.56M
CAM
899
Cacti Asset Management
Georgia
$2.56M
CCM
900
Compton Capital Management
Rhode Island
$2.55M -$146K -2,012 -5%

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.