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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
WP
926
WealthSource Partners
California
$2.42M -$354K -4,886 -13%
JCM
927
Janney Capital Management
Pennsylvania
$2.4M +$217K +2,989 +10%
HSA
928
HBK Sorce Advisory
Pennsylvania
$2.4M +$396K +5,459 +19%
CC
929
Chicago Capital
Illinois
$2.39M +$1.09K +15 +0%
HDIM
930
Hanson & Doremus Investment Management
Vermont
$2.38M -$43.3K -597 -2%
PPWP
931
Proquility Private Wealth Partners
Nevada
$2.38M -$34K -469 -1%
CG
932
Caprock Group
Idaho
$2.37M +$48.5K +668 +2%
NAM
933
NTV Asset Management
West Virginia
$2.37M -$36.3K -500 -1%
CIA
934
Choate Investment Advisors
Massachusetts
$2.37M +$80.7K +1,112 +3%
BCM
935
Brookstone Capital Management
Illinois
$2.36M -$1.45M -19,927 -37%
KS
936
Karpas Strategies
Connecticut
$2.36M -$39.2K -541 -2%
XWM
937
Xcel Wealth Management
Florida
$2.33M -$666K -9,185 -22%
CNAM
938
Campbell Newman Asset Management
Wisconsin
$2.33M
ST
939
Spinnaker Trust
Maine
$2.31M +$5.95K +82 +0.3%
First Manhattan
940
First Manhattan
New York
$2.3M -$20.2K -278 -0.9%
SMC
941
Smith, Moore & Co
Missouri
$2.29M -$46.5K -641 -2%
Luther King Capital Management (LKCM)
942
Luther King Capital Management (LKCM)
Texas
$2.29M +$18K +248 +0.8%
LNB
943
Ledyard National Bank
$2.28M -$51.4K -709 -2%
SAM
944
Seelaus Asset Management
New Jersey
$2.28M -$14.5K -200 -0.6%
FHA
945
Flagship Harbor Advisors
Massachusetts
$2.28M +$117K +1,617 +5%
E
946
Ergoteles
New York
$2.27M -$543K -7,484 -19%
TGAM
947
TBH Global Asset Management
Tennessee
$2.27M -$184K -2,534 -7%
CPO
948
Cerity Partners OCIO
New York
$2.27M +$75.3K +1,038 +3%
OCM
949
Orleans Capital Management
Louisiana
$2.26M -$10.9K -150 -0.5%
PWA
950
Providence Wealth Advisors
Illinois
$2.26M -$6.53K -90 -0.3%

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.