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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
EI
1476
Ellevest Inc
New York
$831K +$35.7K +492 +4%
MPWT
1477
MassMutual Private Wealth & Trust
Connecticut
$828K -$147K -2,020 -15%
IWA
1478
Intercontinental Wealth Advisors
Texas
$828K -$12.8K -177 -1%
OC
1479
Oakworth Capital
Alabama
$828K
SIA
1480
Strategic Investment Advisors
Michigan
$828K +$845K +11,647 New
NSAM
1481
North Star Asset Management
Wisconsin
$826K -$29.9K -412 -3%
FNBOSM
1482
First National Bank of South Miami
Florida
$825K -$87.3K -1,204 -9%
WF
1483
WoodTrust Financial
Wisconsin
$825K +$9.21K +127 +1%
FNB
1484
Farmers National Bank
Kentucky
$825K -$28.4K -392 -3%
AIM
1485
Acropolis Investment Management
Missouri
$824K -$16.1K -222 -2%
CIP
1486
Cornerstone Investment Partners
Georgia
$820K
FFN
1487
Focus Financial Network
Minnesota
$816K +$8.92K +123 +1%
MS
1488
Madden Securities
Texas
$814K
MIP
1489
Marietta Investment Partners
Wisconsin
$811K
SSWM
1490
Smith Salley Wealth Management
North Carolina
$811K +$8.56K +118 +1%
NPA
1491
Nichols & Pratt Advisers
Massachusetts
$808K +$19.9K +275 +2%
NCM
1492
Novare Capital Management
North Carolina
$807K -$30.5K -420 -4%
CAL
1493
Capital Analysts LLC
Pennsylvania
$807K +$29.3K +404 +4%
JFGIW
1494
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$805K -$371K -5,119 -33%
CFS
1495
Capital Financial Services
New York
$804K +$5.44K +75 +0.7%
LRPA
1496
L. Roy Papp & Associates
Arizona
$803K -$486K -6,696 -37%
FWP
1497
FAS Wealth Partners
Kansas
$801K +$45.8K +631 +6%
6F
1498
626 Financial
Michigan
$800K +$798 +11 +0.1%
BPCE
1499
Bank Pictet & Cie (Europe)
Germany
$800K
TWI
1500
Thomas White International
Illinois
$799K -$2.25K -31 -0.3%

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.