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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
EWM
1401
Elmwood Wealth Management
California
$973K +$10.2K +140 +1%
SF
1402
Summit Financial
New Jersey
$967K +$617K +8,510 +167%
CFCI
1403
Comprehensive Financial Consultants Institutional
Indiana
$966K +$73K +1,006 +8%
CSB
1404
City State Bank
Iowa
$962K
BTI
1405
Blue Trust Inc
Georgia
$962K +$120K +1,653 +15%
AP
1406
Atwood & Palmer
Missouri
$959K
TFS
1407
Thoroughbred Financial Services
Tennessee
$959K
LWM
1408
Lyell Wealth Management
California
$957K +$61.5K +848 +7%
NFP
1409
NorthLanding Financial Partners
New York
$954K +$974K +13,425 New
CPIA
1410
Cornell Pochily Investment Advisors
New York
$952K -$365K -5,026 -27%
MWM
1411
Modera Wealth Management
New Jersey
$945K +$8.92K +123 +0.9%
Fayez Sarofim & Co
1412
Fayez Sarofim & Co
Texas
$944K +$49.9K +688 +5%
SWA
1413
Sax Wealth Advisors
New Jersey
$939K -$27K -372 -3%
CFG
1414
Cooper Financial Group
California
$937K +$150K +2,069 +19%
BIA
1415
Barry Investment Advisors
Massachusetts
$934K -$3.85K -53 -0.4%
ACS
1416
Archford Capital Strategies
Illinois
$934K +$7.62K +105 +0.8%
CIC
1417
Crawford Investment Counsel
Georgia
$927K +$4.79K +66 +0.5%
CWP
1418
Concord Wealth Partners
Virginia
$925K -$24.3K -335 -3%
AL
1419
Aspiriant LLC
California
$925K +$8.05K +111 +0.9%
RFG
1420
Range Financial Group
Oregon
$924K +$6.6K +91 +0.7%
PG
1421
Pendal Group
Australia
$924K +$25K +344 +3%
TAIM
1422
TD Ameritrade Investment Management
Nebraska
$920K +$16.4K +226 +2%
GL
1423
Graypoint LLC
New York
$920K +$327K +4,511 +53%
CT
1424
Colonial Trust
South Carolina
$920K +$939K +12,942 New
CWS
1425
Confluence Wealth Services
Pennsylvania
$919K -$171K -2,364 -15%

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.