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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
FIA
1376
Foundations Investment Advisors
Arizona
$1.03M +$321K +4,419 +44%
CCM
1377
Cohen Capital Management
California
$1.02M
WFA
1378
Wipfli Financial Advisors
Wisconsin
$1.02M +$1.04M +14,382 New
IAIM
1379
International Assets Investment Management
Florida
$1.02M +$110K +1,514 +12%
CA
1380
Cornerstone Advisory
Maryland
$1.02M +$20.9K +288 +2%
CGA
1381
Crescent Grove Advisors
Illinois
$1.01M +$271K +3,735 +35%
KA
1382
Kercheville Advisors
Texas
$1.01M -$25.1K -346 -2%
BST
1383
Bath Savings Trust
Maine
$1.01M +$63K +868 +7%
KMWM
1384
Keudell/Morrison Wealth Management
Oregon
$1.01M -$193K -2,661 -16%
HC
1385
HNP Capital
New York
$1M -$85.3K -1,176 -8%
VRM
1386
Vectors Research Management
New York
$1M -$85.3K -1,176 -8%
CRC
1387
Curi RMB Capital
Illinois
$999K +$5K +69 +0.5%
CAC
1388
Cowen and Company
New York
$999K +$653K +9,005 +178%
HGERS
1389
Householder Group Estate & Retirement Specialist
Arizona
$998K +$4.79K +66 +0.5%
CI
1390
CX Institutional
Indiana
$996K -$572K -7,884 -36%
WC
1391
Westhampton Capital
North Carolina
$996K -$21.8K -300 -2%
SIP
1392
Scott Investment Partners
United Kingdom
$995K
BMA
1393
Brooks Moore & Associates
Tennessee
$993K
GC
1394
Gratus Capital
Georgia
$993K +$533K +7,341 +111%
EFSCE
1395
Enterprise Financial Services Corp (EFSC)
Missouri
$992K -$25.6K -353 -2%
CBT
1396
CoreFirst Bank & Trust
Kansas
$989K -$145 -2 -0%
WPP
1397
Whalerock Point Partners
Rhode Island
$989K
BC
1398
Barrett & Company
Rhode Island
$988K +$996K +13,726 New
PCS
1399
Personal CFO Solutions
New Jersey
$987K -$52.7K -727 -5%
IF
1400
Ironwood Financial
Arizona
$983K

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.