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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
LSA
1001
Lansing Street Advisors
Pennsylvania
$2.07M +$87.8K +1,210 +4%
LIM
1002
Leavell Investment Management
Alabama
$2.05M -$2.61K -36 -0.1%
SSA
1003
South Street Advisors
New York
$2.03M
GP
1004
Girard Partners
Pennsylvania
$2.02M -$13.2K -182 -0.6%
WGCA
1005
Wolf Group Capital Advisors
Virginia
$2.02M -$1.45K -20 -0.1%
DAS
1006
Dynamic Advisor Solutions
Arizona
$2.02M +$453K +6,251 +28%
FCCM
1007
First City Capital Management
Georgia
$2.01M -$1.81K -25 -0.1%
QIM
1008
Quest Investment Management
Oregon
$2M
CCT
1009
Capital City Trust
Florida
$1.99M -$16.8K -232 -0.8%
HL
1010
HeadInvest LLC
Maine
$1.99M -$3.63K -50 -0.2%
AWM
1011
Aries Wealth Management
Maine
$1.99M +$15.4K +212 +0.8%
DWA
1012
Delos Wealth Advisors
Texas
$1.99M +$296K +4,086 +17%
BRA
1013
Bender Robert & Associates
California
$1.99M +$209K +2,885 +12%
ZB
1014
Zions Bancorporation
Utah
$1.99M -$1.63M -22,521 -45%
CBC
1015
Coombe, Bender & Co
New York
$1.98M -$4.86K -67 -0.2%
FM
1016
Foster & Motley
Ohio
$1.98M +$260K +3,586 +15%
WANY
1017
Wealthspire Advisors (New York)
New York
$1.98M +$372K +5,123 +23%
RIA
1018
Regal Investment Advisors
Michigan
$1.97M -$21.5K -297 -1%
RC
1019
Roundview Capital
New Jersey
$1.97M +$252K +3,478 +14%
KFP
1020
KMG Fiduciary Partners
Ohio
$1.97M -$337K -4,647 -14%
CT
1021
Chicago Trust
Illinois
$1.96M +$23.5K +324 +1%
CL
1022
CPWM LLC
Washington
$1.96M -$234K -3,223 -10%
PAM
1023
Pegasus Asset Management
New York
$1.96M -$25.4K -350 -1%
SGCA
1024
Steel Grove Capital Advisors
Tennessee
$1.96M +$5.29K +73 +0.3%
HIC
1025
Holderness Investments Company
North Carolina
$1.96M +$73 +1 +0%

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.