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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
BAM
951
Boyar Asset Management
New York
$2.25M -$3.55K -49 -0.2%
MCM
952
McMillion Capital Management
North Carolina
$2.25M -$117K -1,610 -5%
MCAI
953
Members Capital Advisors Inc
Wisconsin
$2.25M
FNBTCON
954
First National Bank & Trust Co of Newtown
Pennsylvania
$2.25M -$2.18K -30 -0.1%
BA
955
Bellwether Advisors
Nebraska
$2.25M +$15.1K +208 +0.7%
OTPPB
956
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.25M +$574K +7,909 +33%
SCM
957
Stonebridge Capital Management
California
$2.25M -$190K -2,625 -8%
OPW
958
Oxler Private Wealth
New York
$2.24M +$6.82K +94 +0.3%
SP
959
Symmetry Partners
Connecticut
$2.24M -$1.65M -22,775 -42%
LJAC
960
L.J. Altfest & Co
New York
$2.23M -$3.34K -46 -0.1%
ATC
961
Adirondack Trust Company
New York
$2.23M +$145 +2 +0%
MJRIC
962
Mogy Joel R Investment Counsel
California
$2.22M
SLA
963
Silver Lake Advisory
Utah
$2.22M +$5.15K +71 +0.2%
GW
964
GW & Wade
Massachusetts
$2.21M +$50.9K +702 +2%
CC
965
Cypress Capital
Tennessee
$2.21M +$165K +2,273 +8%
CFG
966
Citizens Financial Group
Rhode Island
$2.2M +$22.4K +309 +1%
Millennium Management
967
Millennium Management
New York
$2.2M -$22.8M -314,845 -91%
SC
968
Sepio Capital
Utah
$2.19M -$347K -4,789 -13%
CG
969
Castellan Group
Kentucky
$2.19M +$104K +1,430 +5%
BC
970
Burleson & Co
California
$2.19M -$508 -7 -0%
IFWM
971
Institute for Wealth Management
Colorado
$2.19M +$73 +1 +0%
SCA
972
Sippican Capital Advisors
Massachusetts
$2.19M -$66.7K -920 -3%
IB
973
Intrust Bank
Kansas
$2.18M -$266K -3,673 -11%
SP
974
SWS Partners
Ohio
$2.18M -$508 -7 -0%
PWMAG
975
Pinnacle Wealth Management Advisory Group
New Jersey
$2.18M +$237K +3,270 +12%

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.