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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
HNWAG
1126
High Net Worth Advisory Group
Florida
$1.61M -$242K -3,330 -13%
CTA
1127
Chesley Taft & Associates
Illinois
$1.6M -$10K -138 -0.6%
AWM
1128
Axxcess Wealth Management
California
$1.6M -$19.9K -274 -1%
TT
1129
TI-Trust
Illinois
$1.6M +$27.2K +375 +2%
AFA
1130
Abacus FCF Advisors
Florida
$1.59M -$296K -4,075 -15%
BOH
1131
Bank of Hawaii
Hawaii
$1.59M -$96.4K -1,329 -6%
DGAM
1132
Desjardins Global Asset Management
Quebec, Canada
$1.59M +$32.2K +444 +2%
ANTB
1133
AMG National Trust Bank
Colorado
$1.59M +$241K +3,320 +17%
NME
1134
Notis-McConarty Edward
$1.59M -$5.44K -75 -0.3%
WCBA
1135
Weaver C. Barksdale & Associates
Tennessee
$1.59M -$63.9K -881 -4%
MSR
1136
Main Street Research
Connecticut
$1.58M +$11.6K +160 +0.7%
LB
1137
Legacy Bridge
Iowa
$1.58M
OC
1138
Oarsman Capital
Wisconsin
$1.58M -$30.8K -425 -2%
CCB
1139
Cutter & Co Brokerage
Missouri
$1.58M +$22.3K +308 +1%
WP
1140
WMS Partners
Maryland
$1.58M -$403K -5,560 -20%
GIP
1141
Granite Investment Partners
California
$1.58M
STC
1142
Sarah T. Connolly
$1.57M +$442K +6,099 +38%
CCP
1143
Carmel Capital Partners
California
$1.57M +$25.4K +350 +2%
OIA
1144
Optimum Investment Advisors
Illinois
$1.57M -$12.3K -169 -0.8%
NB
1145
Nicolet Bankshares
Wisconsin
$1.57M -$78.8K -1,086 -5%
PIMJS
1146
PKO Investment Management Joint-Stock
Poland
$1.56M -$145K -2,000 -8%
LP
1147
Lloyd Park
Illinois
$1.56M +$326K +4,500 +26%
CAAS
1148
Capital Asset Advisory Services
Michigan
$1.55M -$164K -2,262 -9%
EWM
1149
Empirical Wealth Management
Washington
$1.55M +$257K +3,549 +19%
BPM
1150
Bowling Portfolio Management
Ohio
$1.54M -$102K -1,406 -6%

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.