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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
GFA
901
Gifford Fong Associates
California
$2.55M
RWM
902
RKL Wealth Management
Pennsylvania
$2.55M -$4.28K -59 -0.2%
BCA
903
Bay Colony Advisors
Massachusetts
$2.55M -$8.13K -112 -0.3%
MCA
904
Morris Capital Advisors
Pennsylvania
$2.53M -$33.2K -458 -1%
SVWAG
905
Sound View Wealth Advisors Group
Georgia
$2.53M +$204K +2,818 +9%
GI
906
GS Investments
Minnesota
$2.53M -$13.6K -188 -0.5%
MCC
907
Malaga Cove Capital
California
$2.52M +$4.93K +68 +0.2%
WB
908
Webster Bank
Connecticut
$2.52M +$9.43K +130 +0.4%
NERM
909
New England Research & Management
Illinois
$2.51M +$777K +10,715 +44%
HCM
910
Hudson Capital Management
New Jersey
$2.5M +$2.55M +35,148 New
SWA
911
SFMG Wealth Advisors
Texas
$2.49M +$9.36K +129 +0.4%
SBL
912
Sargent Bickham Lagudis
Colorado
$2.48M -$180K -2,487 -7%
FAM
913
Fred Alger Management
New York
$2.48M -$7.23M -99,723 -74%
UBV
914
United Bank (Virginia)
Virginia
$2.47M +$467K +6,434 +23%
M
915
Mirova
France
$2.47M -$1.12M -15,435 -31%
AA
916
Ancora Advisors
Ohio
$2.47M -$130K -1,792 -5%
CWM
917
Concentric Wealth Management
California
$2.46M +$6.17K +85 +0.2%
TCOT
918
Trust Company of Toledo
Ohio
$2.46M -$371K -5,118 -13%
CA
919
Corrado Advisors
New Jersey
$2.45M -$32.3K -445 -1%
BO
920
Bank OZK
Arkansas
$2.45M -$1.48M -20,388 -37%
BP
921
Ballentine Partners
Massachusetts
$2.45M +$212K +2,921 +9%
LAIC
922
Lederer & Associates Investment Counsel
California
$2.45M -$86.7K -1,195 -3%
IWC
923
Integrated Wealth Concepts
Massachusetts
$2.44M +$9.65K +133 +0.4%
LS
924
Leelyn Smith
Illinois
$2.44M
FG
925
Fiduciary Group
Georgia
$2.44M +$37.7K +520 +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.