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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
AA
1501
Altrafin AG
$796K
SSW
1502
Stone Summit Wealth
Florida
$795K -$3.34K -46 -0.4%
BFA
1503
Beacon Financial Advisory
Ohio
$793K -$5.08K -70 -0.6%
PWP
1504
Private Wealth Partners
California
$790K +$806K +11,110 New
DI
1505
Diligent Investors
California
$789K -$22.9K -316 -3%
FFC
1506
First Financial Corp
Indiana
$788K +$3.19K +44 +0.4%
MW
1507
Marcum Wealth
Ohio
$787K -$48.4K -667 -6%
JWBC
1508
John W. Bristol & Co
New York
$787K
FNT
1509
First Nebraska Trust
Nebraska
$783K +$16.9K +233 +2%
FFMBT
1510
First Farmers & Merchants Bank Trust
Tennessee
$781K -$16.5K -227 -2%
AWA
1511
AmeriServ Wealth Advisors
Pennsylvania
$778K -$1.89K -26 -0.2%
CA
1512
Crewe Advisors
Utah
$778K +$11.7K +161 +1%
Jones Financial Companies
1513
Jones Financial Companies
Missouri
$777K -$91.8K -1,266 -10%
PWPS
1514
Pinnacle Wealth Planning Services
Ohio
$776K -$138K -1,903 -15%
PIP
1515
Peachtree Investment Partners
Florida
$774K -$672K -9,269 -46%
CST
1516
Charles Schwab Trust
Nevada
$771K
PIM
1517
Penobscot Investment Management
Massachusetts
$771K
WDC
1518
Woodward Diversified Capital
California
$770K -$55.3K -762 -7%
LSA
1519
Lion Street Advisors
Texas
$769K -$133K -1,828 -14%
DG
1520
DMC Group
Alabama
$769K -$68.8K -949 -8%
TCM
1521
Traynor Capital Management
Pennsylvania
$769K +$8.99K +124 +1%
CWA
1522
Clearview Wealth Advisors
Oregon
$768K +$435 +6 +0.1%
ARMC
1523
American Research & Management Company
Massachusetts
$767K -$198K -2,735 -20%
CWM
1524
Congress Wealth Management
Massachusetts
$766K +$20.5K +283 +3%
CFA
1525
CWS Financial Advisors
Michigan
$763K -$13.3K -184 -2%

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.