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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
GT
101
Glenmede Trust
Pennsylvania
$115M +$615K +8,478 +0.5%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$112M +$5.79M +79,884 +5%
Mariner
103
Mariner
Kansas
$108M -$4.55M -62,732 -4%
HighTower Advisors
104
HighTower Advisors
Illinois
$106M -$2.74M -37,752 -2%
Macquarie Group
105
Macquarie Group
Australia
$105M +$793K +10,932 +0.7%
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$105M +$21.3M +293,920 +25%
M&T Bank
107
M&T Bank
New York
$105M +$3.84M +52,913 +4%
APG Asset Management
108
APG Asset Management
Netherlands
$104M -$29.7M -410,029 -22%
SAM
109
Storebrand Asset Management
Norway
$104M -$699K -9,635 -0.7%
RCAMU
110
Rothschild & Co Asset Management US
Connecticut
$103M -$7.47M -102,993 -7%
DZ Bank
111
DZ Bank
Germany
$102M -$3.9M -53,768 -4%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$101M -$17.8M -245,085 -15%
CGPCS
113
Capital Group Private Client Services
California
$101M +$49.9M +687,414 +95%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$96.7M +$8.56M +117,939 +9%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$96.5M +$1.81M +25,000 +2%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$94.4M +$1.31M +18,084 +1%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$92.9M +$1.55M +21,308 +2%
Capital World Investors
118
Capital World Investors
California
$91M -$58M -800,000 -38%
William Blair & Company
119
William Blair & Company
Illinois
$90.7M +$1.16M +15,960 +1%
Nomura Asset Management
120
Nomura Asset Management
Japan
$90.1M -$10.5M -144,344 -10%
VRS
121
Virginia Retirement Systems
Virginia
$89.1M +$91M +1,254,000 New
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$88.5M -$1.69M -23,280 -2%
Calamos Advisors
123
Calamos Advisors
Illinois
$88M -$105K -1,453 -0.1%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$86.9M -$24.4M -336,434 -22%
SOMRS
125
State of Michigan Retirement System
Michigan
$86.4M +$3.88M +53,500 +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.