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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
DBT
1451
Dubuque Bank & Trust
Iowa
$871K -$30.8K -425 -3%
NIM
1452
Northeast Investment Management
Massachusetts
$870K -$3.63K -50 -0.4%
RWP
1453
Ridgecrest Wealth Partners
California
$859K
AIA
1454
Armor Investment Advisors
North Carolina
$857K
BAM
1455
Bellevue Asset Management
Washington
$857K +$435 +6 +0%
VBCG
1456
Valley Brook Capital Group
Pennsylvania
$855K
RPCONE
1457
Retirement Planning Company of New England
Rhode Island
$855K +$46.6K +642 +6%
AC
1458
AlphaCore Capital
California
$855K +$246K +3,392 +39%
SW
1459
SlateStone Wealth
Florida
$854K +$73 +1 +0%
PAWC
1460
P.A.W. Capital
Connecticut
$853K
EMG
1461
ETF Managers Group
New Jersey
$852K -$1.44M -19,812 -62%
OCM
1462
One Capital Management
California
$849K -$29.7K -410 -3%
FMB
1463
Field & Main Bank
Kentucky
$849K -$16K -221 -2%
AIA
1464
Alera Investment Advisors
Illinois
$848K -$179K -2,474 -17%
SIM
1465
Stratos Investment Management
Ohio
$847K -$116K -1,599 -12%
SFG
1466
Sovereign Financial Group
Connecticut
$847K -$2.83K -39 -0.3%
PCIA
1467
Prime Capital Investment Advisors
Kansas
$847K +$270K +3,716 +45%
BP
1468
BBR Partners
New York
$846K -$241K -3,328 -22%
LWAM
1469
Legacy Wealth Asset Management
Minnesota
$846K -$186K -2,558 -18%
KLCM
1470
KG&L Capital Management
Louisiana
$846K +$420K +5,787 +95%
FNBSF
1471
First National Bank Sioux Falls
South Dakota
$844K -$58K -800 -6%
HAM
1472
Hedges Asset Management
Nevada
$842K -$21.8K -300 -2%
WPC
1473
Wedmont Private Capital
Pennsylvania
$840K +$6.96K +96 +0.8%
SWA
1474
Sutton Wealth Advisors
Florida
$834K -$3.99K -55 -0.5%
BCB
1475
Brian C. Broderick
$832K

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.