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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
QCG
1276
Quadrant Capital Group
Ohio
$1.23M +$29.3K +404 +2%
SAM
1277
Sawgrass Asset Management
Florida
$1.23M -$23.5K -324 -2%
GRP
1278
Global Retirement Partners
California
$1.23M +$10.4K +143 +0.9%
JWM
1279
Jeppson Wealth Management
California
$1.22M
VT
1280
Vise Technologies
New York
$1.22M +$22.9K +316 +2%
TC
1281
Toews Corporation
New Jersey
$1.22M +$50.8K +700 +4%
DBRC
1282
D.B. Root & Company
Pennsylvania
$1.22M -$40.1K -553 -3%
CPIG
1283
Chicago Partners Investment Group
Illinois
$1.22M +$28.1K +388 +3%
MAM
1284
Morse Asset Management
Connecticut
$1.21M -$1.2M -16,525 -49%
TPW
1285
Transatlantique Private Wealth
New York
$1.2M +$180K +2,479 +17%
PFG
1286
Peterson Financial Group
Iowa
$1.2M +$24.4K +336 +2%
SWM
1287
Selective Wealth Management
Virginia
$1.2M -$821K -11,323 -40%
SEC
1288
Seven Eight Capital
New York
$1.2M +$1.22M +16,833 New
CG
1289
Cutler Group
California
$1.19M +$269K +3,704 +28%
FIM
1290
Fruth Investment Management
Texas
$1.19M -$3.63K -50 -0.3%
AFG
1291
Alterity Financial Group
Maine
$1.19M +$5.44K +75 +0.5%
SOAMC
1292
Spirit of America Management Corp
New York
$1.18M
WG
1293
Winton Group
United Kingdom
$1.18M -$3.49M -48,070 -74%
AIM
1294
Athena Investment Management
California
$1.18M +$13.1K +180 +1%
ACM
1295
Ategra Capital Management
Virginia
$1.18M -$25.9K -357 -2%
MAM
1296
Mystic Asset Management
Rhode Island
$1.18M +$10.9K +150 +0.9%
CW
1297
CreativeOne Wealth
Kansas
$1.18M +$7.91K +109 +0.7%
HI
1298
Human Investing
Oregon
$1.18M -$15.6K -215 -1%
HWM
1299
Hohimer Wealth Management
Washington
$1.18M
HAS
1300
HBW Advisory Services
California
$1.18M +$30.7K +423 +3%

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.