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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
AI
1326
Accredited Investors
Minnesota
$1.1M +$9.72K +134 +0.9%
LWM
1327
Laidlaw Wealth Management
New York
$1.1M +$110K +1,512 +11%
RIG
1328
Roosevelt Investment Group
New York
$1.09M +$173K +2,380 +18%
KCM
1329
KRS Capital Management
Michigan
$1.09M +$5.8K +80 +0.5%
BTW
1330
Boston Trust Walden
Massachusetts
$1.09M +$101K +1,391 +10%
EP
1331
Edgestream Partners
New Jersey
$1.09M -$557K -7,683 -33%
NCM
1332
NCM Capital Management
New Jersey
$1.09M -$14.5K -200 -1%
BBNA
1333
Bremer Bank National Association
Minnesota
$1.09M -$252K -3,474 -19%
RIA
1334
Richwood Investment Advisors
Ohio
$1.08M -$6.53K -90 -0.6%
LWAC
1335
Laurel Wealth Advisors (California)
California
$1.08M +$1.38K +19 +0.1%
GLA
1336
Good Life Advisors
Pennsylvania
$1.08M -$17.8K -246 -2%
FMWA
1337
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$29K +400 +3%
FFBTD
1338
First Financial Bank - Trust Division
Ohio
$1.08M -$34.3K -473 -3%
BFWA
1339
Benchmark Financial Wealth Advisors
Florida
$1.08M +$44.9K +619 +4%
CAI
1340
Capital Advisors Inc
Oklahoma
$1.08M +$108K +1,485 +11%
NW
1341
NewEdge Wealth
Pennsylvania
$1.07M -$206K -2,837 -16%
HWA
1342
HCR Wealth Advisors
California
$1.07M -$26.4K -364 -2%
EWM
1343
Evermay Wealth Management
Virginia
$1.07M +$12.3K +170 +1%
CL
1344
CSS LLC
Illinois
$1.07M +$290K +4,000 +36%
FNFDCM
1345
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.07M +$59.5K +820 +6%
VFPI
1346
Vantage Financial Partners (Illinois)
Illinois
$1.07M -$125K -1,725 -10%
OPS
1347
Orion Portfolio Solutions
Nebraska
$1.07M +$194K +2,676 +22%
RWA
1348
Redhawk Wealth Advisors
Minnesota
$1.07M +$261K +3,603 +31%
LCM
1349
LVM Capital Management
Michigan
$1.07M +$81.7K +1,126 +8%
DF
1350
Donoghue Forlines
Massachusetts
$1.07M -$1.64M -22,638 -60%

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.