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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
PFS
1301
Physicians Financial Services
North Carolina
$1.17M -$2.18K -30 -0.2%
OFG
1302
OmniStar Financial Group
North Carolina
$1.17M -$196K -2,703 -14%
VCAM
1303
Van Cleef Asset Management
Ohio
$1.17M +$1.16K +16 +0.1%
CA
1304
Claro Advisors
Massachusetts
$1.17M
KIC
1305
Kensington Investment Counsel
California
$1.17M +$55.5K +765 +5%
SFWA
1306
Summit Financial Wealth Advisors
Louisiana
$1.16M -$99.4K -1,370 -8%
MCCP
1307
Mission Creek Capital Partners
California
$1.16M +$68K +938 +6%
PBC
1308
Pavion Blue Capital
California
$1.16M
ECM
1309
Estabrook Capital Management
New York
$1.16M -$29K -400 -2%
FA
1310
Fountainhead AM
New Jersey
$1.16M +$91.1K +1,256 +8%
CS
1311
Comerica Securities
Michigan
$1.15M -$151K -2,075 -11%
BA
1312
Bridgewater Advisors
New York
$1.15M +$434K +5,984 +59%
MHS
1313
M Holdings Securities
Oregon
$1.15M -$12.1K -167 -1%
EF
1314
Empowered Funds
Pennsylvania
$1.15M +$233K +3,210 +25%
EL
1315
Essex LLC
Illinois
$1.14M -$1.34M -18,514 -53%
ACI
1316
Alpha Cubed Investments
California
$1.14M -$843K -11,626 -42%
FF
1317
FourThought Financial
Florida
$1.14M -$35K -482 -3%
IA
1318
IAM Advisory
Pennsylvania
$1.12M +$104K +1,427 +10%
MHIC
1319
Marble Harbor Investment Counsel
Massachusetts
$1.12M
MSFS
1320
Main Street Financial Solutions
Pennsylvania
$1.12M -$7.3M -100,593 -86%
CWP
1321
CFM Wealth Partners
Texas
$1.12M +$210K +2,900 +23%
PCM
1322
Perkins Capital Management
Minnesota
$1.11M -$62.9K -867 -5%
SWM
1323
Spire Wealth Management
Virginia
$1.11M -$856K -11,800 -43%
BIM
1324
Bridges Investment Management
Nebraska
$1.1M -$72.5K -1,000 -6%
BFM
1325
Boston Financial Management
Massachusetts
$1.1M +$9.65K +133 +0.9%

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.