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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
CCMG
1101
Clark Capital Management Group
Pennsylvania
$1.7M -$25M -344,784 -94%
IWM
1102
IHT Wealth Management
Illinois
$1.7M +$398K +5,493 +30%
PJSIMP
1103
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.69M
SS
1104
Simplicity Solutions
Minnesota
$1.68M +$233K +3,215 +16%
9WM
1105
9258 Wealth Management
Ohio
$1.68M -$94.2K -1,299 -5%
CHC
1106
City Holding Co
West Virginia
$1.68M -$79.8K -1,100 -4%
AWA
1107
Arete Wealth Advisors
Illinois
$1.68M +$644K +8,871 +60%
SIM
1108
Sterling Investment Management
Arizona
$1.67M +$386K +5,328 +29%
IIM
1109
Ipswich Investment Management
Massachusetts
$1.67M +$25.4K +350 +2%
SIA
1110
Schechter Investment Advisors
Michigan
$1.66M +$194K +2,675 +13%
MWM
1111
Mission Wealth Management
California
$1.65M +$109K +1,500 +7%
SWA
1112
Stratos Wealth Advisors
Ohio
$1.65M -$1.15M -15,821 -41%
RSWM
1113
Robertson Stephens Wealth Management
California
$1.65M +$56.9K +785 +3%
CFMC
1114
Curbstone Financial Management Corp
New Hampshire
$1.65M +$123K +1,700 +8%
ST
1115
Smithfield Trust
Pennsylvania
$1.65M +$234K +3,223 +16%
Verition Fund Management
1116
Verition Fund Management
Connecticut
$1.65M +$336K +4,634 +25%
DPIM
1117
Duff & Phelps Investment Management
Illinois
$1.64M -$54.4K -750 -3%
MAM
1118
Mastrapasqua Asset Management
Tennessee
$1.64M +$116K +1,600 +7%
RPWA
1119
Regent Peak Wealth Advisors
Georgia
$1.64M +$1.21M +16,620 +260%
TC
1120
TwinBeech Capital
New York
$1.63M +$1.67M +22,956 New
FUBT
1121
First United Bank & Trust
Maryland
$1.62M -$53.3K -735 -3%
HH
1122
Hilltop Holdings
Texas
$1.62M -$1.02M -14,027 -38%
BONH
1123
Bank of New Hampshire
New Hampshire
$1.62M +$12.6K +173 +0.8%
CCG
1124
Chatham Capital Group
Georgia
$1.62M
OBGC
1125
O'Brien Greene & Co
Pennsylvania
$1.62M +$1.1M +15,152 +200%

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.