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
BHIA
1226
Birch Hill Investment Advisors
Massachusetts
$1.36M -$3.63K -50 -0.3%
FTDI
1227
First Trust Direct Indexing
Massachusetts
$1.36M +$725 +10 +0.1%
GD
1228
Grandfield & Dodd
New York
$1.35M +$65.5K +903 +5%
RPSA
1229
Richard P. Slaughter Associates
Texas
$1.35M +$1.19M +16,363 +625%
RIA
1230
Realta Investment Advisors
Delaware
$1.35M -$20.2K -278 -1%
PCG
1231
Prosperity Consulting Group
Maryland
$1.35M -$38.7K -533 -3%
RCAG
1232
Rehmann Capital Advisory Group
Michigan
$1.35M +$134K +1,852 +11%
AT
1233
Arden Trust
Delaware
$1.34M -$112K -1,550 -8%
RA
1234
RFG Advisory
Alabama
$1.34M +$111K +1,535 +10%
CPA
1235
Court Place Advisors
Maryland
$1.34M
AIM
1236
Aspen Investment Management
Michigan
$1.34M +$725 +10 +0.1%
MGIA
1237
Moneta Group Investment Advisors
Missouri
$1.33M -$27.3K -377 -2%
ITIM
1238
Indiana Trust & Investment Management
Indiana
$1.33M -$104K -1,429 -7%
FCB
1239
First Command Bank
Texas
$1.33M
FCFS
1240
First Command Financial Services
Texas
$1.33M
NL
1241
NWAM LLC
Washington
$1.33M +$119K +1,634 +10%
GPA
1242
Garrison Point Advisors
California
$1.32M
CMI
1243
Clare Market Investments
Texas
$1.32M -$210K -2,899 -14%
AFG
1244
Allegheny Financial Group
Pennsylvania
$1.31M +$21.3K +293 +2%
FBT
1245
First Bankers Trust
Kentucky
$1.31M
KC
1246
Knuff & Co
California
$1.31M -$63.5K -875 -5%
WA
1247
Waddell & Associates
Tennessee
$1.31M +$6.24K +86 +0.5%
CCG
1248
Coastwise Capital Group
California
$1.31M -$51.8K -714 -4%
ONST
1249
Old North State Trust
North Carolina
$1.31M +$1.33M +18,352 +101,956%
WDA
1250
Wendell David Associates
New Hampshire
$1.3M

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.