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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
FA
1201
FDx Advisors
Illinois
$1.42M +$25.3K +349 +2%
RBFC
1202
Roman Butler Fullerton & Co
Missouri
$1.41M +$6.96K +96 +0.5%
FFS
1203
Founders Financial Securities
Maryland
$1.41M +$29.5K +407 +2%
HW
1204
Hamilton Wealth
California
$1.41M +$1.44M +19,850 New
BB
1205
Bell Bank
North Dakota
$1.41M -$79.8K -1,100 -5%
CPC
1206
Cookson Peirce & Co
Pennsylvania
$1.41M +$96.8K +1,334 +7%
DBG
1207
De Burlo Group
Massachusetts
$1.4M -$176K -2,427 -11%
ACM
1208
AlphaCrest Capital Management
New York
$1.4M -$11M -152,044 -89%
NCM
1209
Neumann Capital Management
California
$1.4M
BMC
1210
Beaton Management Company
Massachusetts
$1.4M
KIC
1211
Keating Investment Counselors
Florida
$1.4M -$3.63K -50 -0.3%
JIP
1212
Jaffetilchin Investment Partners
Florida
$1.4M +$124K +1,708 +10%
WAM
1213
WealthTrust Asset Management
Florida
$1.39M -$1.02M -14,113 -42%
RCM
1214
Raleigh Capital Management
North Carolina
$1.39M -$142K -1,954 -9%
AIC
1215
Archer Investment Corporation
Indiana
$1.39M
AAS
1216
Ameritas Advisory Services
Nebraska
$1.39M +$24.5K +338 +2%
JWCA
1217
J.W. Coons Advisors
Ohio
$1.39M +$32.3K +445 +2%
WPW
1218
Waldron Private Wealth
Pennsylvania
$1.39M +$10.6K +146 +0.8%
BCP
1219
Berkeley Capital Partners
Georgia
$1.39M +$134K +1,846 +10%
CIM
1220
CIM Investment Management
Pennsylvania
$1.38M
HIM
1221
Hotaling Investment Management
Pennsylvania
$1.38M -$4.64K -64 -0.3%
YWP
1222
YorkBridge Wealth Partners
New York
$1.38M +$3.34K +46 +0.2%
CWM
1223
Chesapeake Wealth Management
Virginia
$1.37M +$381K +5,251 +37%
ACM
1224
Adalta Capital Management
New York
$1.37M
PGWM
1225
Parisi Gray Wealth Management
New Jersey
$1.37M +$7.33K +101 +0.5%

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.