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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
WE
1351
Wealth Effects
Massachusetts
$1.07M +$73 +1 +0%
PCM
1352
Prelude Capital Management
New York
$1.07M +$829K +11,422 +318%
KF
1353
Krilogy Financial
Missouri
$1.06M +$27.1K +373 +3%
WT
1354
Washington Trust
Rhode Island
$1.06M +$2.25K +31 +0.2%
CWM
1355
Cornerstone Wealth Management
Missouri
$1.06M -$5.08K -70 -0.5%
SC
1356
Saybrook Capital
North Carolina
$1.06M
TF
1357
Tompkins Financial
New York
$1.06M
HCWM
1358
Harrison & Co Wealth Management
Virginia
$1.05M -$72.7K -1,002 -6%
RGI
1359
River Global Investors
United Kingdom
$1.05M -$127K -1,750 -11%
GWSG
1360
GPS Wealth Strategies Group
Colorado
$1.05M +$19.1K +263 +2%
FAIM
1361
Financial Advocates Investment Management
Washington
$1.04M -$427K -5,886 -28%
GVAG
1362
Great Valley Advisor Group
Delaware
$1.04M -$123K -1,694 -10%
TYCC
1363
Texas Yale Capital Corp
Florida
$1.04M -$26.6K -366 -2%
FDS
1364
First Dallas Securities
Texas
$1.04M +$145 +2 +0%
VNA
1365
Valley National Advisers
Pennsylvania
$1.04M -$6.17K -85 -0.6%
DWM
1366
Dorchester Wealth Management
Quebec, Canada
$1.04M
WKWM
1367
Walter & Keenan Wealth Management
Indiana
$1.04M +$36.6K +504 +4%
CFA
1368
Capstone Financial Advisors
Illinois
$1.04M -$9.29K -128 -0.9%
FPB
1369
First PREMIER Bank
South Dakota
$1.03M +$7.98K +110 +0.8%
SIM
1370
Sentry Investment Management
Wisconsin
$1.03M -$58.7K -809 -5%
KA
1371
Kovack Advisors
Florida
$1.03M -$218 -3 -0%
AI
1372
AXS Investments
New York
$1.03M +$56.7K +781 +6%
IFG
1373
Independent Financial Group
California
$1.03M +$78.9K +1,087 +8%
MM
1374
Meridian Management
Arkansas
$1.03M
Credit Agricole
1375
Credit Agricole
France
$1.03M -$9.21K -127 -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.