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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
GIA
1051
Guyasuta Investment Advisors
Pennsylvania
$1.87M +$107K +1,469 +6%
TC
1052
Truvestments Capital
Florida
$1.87M -$37.1K -512 -2%
CI
1053
Cigna Investments
Connecticut
$1.87M -$106K -1,457 -5%
DFA
1054
Delta Financial Advisors
Louisiana
$1.85M +$14.7K +203 +0.8%
EHWM
1055
Eads & Heald Wealth Management
Georgia
$1.85M +$16K +220 +0.9%
QCM
1056
Quantinno Capital Management
New York
$1.84M +$239K +3,299 +15%
CCA
1057
Checchi Capital Advisers
California
$1.84M +$4.71K +65 +0.3%
BA
1058
Bennicas & Associates
California
$1.84M -$10.9K -150 -0.6%
TC
1059
Telemus Capital
Michigan
$1.84M +$24.8K +342 +1%
LSA
1060
Leonteq Securities AG
Switzerland
$1.84M +$820K +11,304 +78%
MS
1061
Maven Securities
Jersey
$1.83M +$1.87M +25,756 New
CAM
1062
Covenant Asset Management
New Jersey
$1.82M +$40.3K +555 +2%
CHAM
1063
Clear Harbor Asset Management
Connecticut
$1.82M
PWMG
1064
Prestige Wealth Management Group
New Jersey
$1.82M +$51.5K +710 +3%
RMCM
1065
Reynders McVeigh Capital Management
Massachusetts
$1.81M -$98.7K -1,360 -5%
MCM
1066
Monarch Capital Management
Indiana
$1.8M -$6.96K -96 -0.4%
AWM
1067
Ameliora Wealth Management
Switzerland
$1.79M +$1.38M +19,060 +280%
HCM
1068
Howland Capital Management
Massachusetts
$1.79M +$279K +3,842 +18%
AA
1069
AlphaMark Advisors
Kentucky
$1.79M +$28.8K +397 +2%
PTP
1070
Platform Technology Partners
New York
$1.79M -$27K -372 -1%
AIM
1071
Alhambra Investment Management
Florida
$1.79M +$31.7K +437 +2%
LFG
1072
Larson Financial Group
Missouri
$1.78M +$1.56M +21,552 +605%
BFA
1073
Beaumont Financial Advisors
Massachusetts
$1.78M -$16K -220 -0.9%
SACTSONJ
1074
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M
SWM
1075
Shelton Wealth Management
Texas
$1.77M

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.