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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
SCM
1426
SOL Capital Management
Maryland
$919K -$13.4K -185 -1%
FAM
1427
Formidable Asset Management
Ohio
$918K -$508 -7 -0.1%
ZCA
1428
Zeke Capital Advisors
Pennsylvania
$916K -$1.38K -19 -0.1%
LSAG
1429
Lake Street Advisors Group
New Hampshire
$915K +$26.9K +371 +3%
SCM
1430
Schnieders Capital Management
California
$913K +$412K +5,680 +79%
CIAS
1431
Capital Investment Advisory Services
North Carolina
$911K +$7.83K +108 +0.8%
AW
1432
Alaethes Wealth
Nevada
$910K +$928K +12,797 New
WA
1433
WBH Advisory
Maryland
$908K +$73 +1 +0%
CA
1434
CapWealth Advisors
Tennessee
$907K
LPIC
1435
LeJeune Puetz Investment Counsel
Michigan
$907K
CCMIC
1436
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$903K
PMA
1437
Prudent Man Advisors
Illinois
$903K +$53.7K +740 +6%
WPA
1438
Winning Points Advisors
Florida
$902K +$7.25K +100 +0.8%
BC
1439
Burney Company
Virginia
$900K -$4.86K -67 -0.5%
MC
1440
Miramar Capital
Illinois
$899K -$37.6K -518 -4%
IFS
1441
Ifrah Financial Services
Arkansas
$898K -$8.49K -117 -0.9%
CS
1442
Cannell & Spears
New York
$894K -$4.93K -68 -0.5%
WIM
1443
Wilen Investment Management
Florida
$891K
CCFCSB
1444
Cape Cod Five Cents Savings Bank
Massachusetts
$888K -$157K -2,168 -15%
GBT
1445
Grove Bank & Trust
Florida
$882K +$61.2K +844 +7%
WDG
1446
Wealth Dimensions Group
Ohio
$879K -$9.57K -132 -1%
CCWA
1447
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$879K +$18.9K +261 +2%
KTC
1448
Kistler-Tiffany Companies
Pennsylvania
$878K -$32K -441 -3%
LPT
1449
Legacy Private Trust
Wisconsin
$876K -$35.7K -492 -4%
LMKC
1450
L.M. Kohn & Company
Ohio
$872K -$73 -1 -0%

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.