We are live on ! Find out more
BMY icon

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
AIM
1176
Anchor Investment Management
South Carolina
$1.47M +$63.4K +874 +4%
BHA
1177
Beech Hill Advisors
New York
$1.47M +$10.9K +150 +0.7%
RWP
1178
RWA Wealth Partners
Massachusetts
$1.47M +$55K +758 +4%
HCM
1179
Highlander Capital Management
New Jersey
$1.47M -$51.9K -716 -3%
SFA
1180
Sequoia Financial Advisors
Ohio
$1.47M -$129K -1,780 -8%
HVIA
1181
Hudson Valley Investment Advisors
New York
$1.46M -$60.7K -837 -4%
FMAEN1
1182
Fund Management at Engine No 1
California
$1.46M -$69.9K -964 -4%
BWM
1183
Buckley Wealth Management
Nevada
$1.46M -$10.2K -140 -0.7%
ADL
1184
Asset Dedication LLC
California
$1.46M +$1.48M +20,419 New
CT
1185
Coastline Trust
Rhode Island
$1.45M
DLHL
1186
Donald L. Hagan LLC
Florida
$1.45M +$32.1K +442 +2%
AB
1187
Atlas Brown
Kentucky
$1.45M +$3.41K +47 +0.2%
WPC
1188
Waters Parkerson & Co
Louisiana
$1.45M
CGL
1189
Clarius Group LLC
Washington
$1.45M +$32.7K +451 +2%
DMBA
1190
Deseret Mutual Benefit Administrators
Utah
$1.44M -$350K -4,829 -19%
DAC
1191
Dividend Assets Capital
South Carolina
$1.44M -$65.4K -902 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1192
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.44M -$5.16M -71,085 -78%
SAG
1193
Spotlight Asset Group
Illinois
$1.44M +$1.44M +19,880 New
MMPW
1194
Mitchell McLeod Pugh & Williams
Alabama
$1.43M -$7.11K -98 -0.5%
EM
1195
Excalibur Management
Massachusetts
$1.43M +$943 +13 +0.1%
PK
1196
Pflug Koory
Nebraska
$1.43M +$1.96K +27 +0.1%
BDF
1197
Balasa Dinverno & Foltz
$1.43M -$148K -2,046 -9%
OWM
1198
Opes Wealth Management
California
$1.43M +$1.45M +20,039 New
AMIM
1199
Aull & Monroe Investment Management
Alabama
$1.42M
LFM
1200
LGT Fund Management
Liechtenstein
$1.42M -$2.22M -30,598 -60%

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.