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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
BFO
1526
Biltmore Family Office
North Carolina
$763K -$8.05K -111 -1%
MSS
1527
Mitchell Sinkler & Starr
Pennsylvania
$761K +$98.7K +1,360 +15%
PCA
1528
Personal Capital Advisors
California
$759K -$49.8K -686 -6%
JWWM
1529
Johnson & White Wealth Management
Pennsylvania
$756K +$771K +10,635 New
LIM
1530
Longfellow Investment Management
Massachusetts
$755K
WTA
1531
Washington Trust Advisors
Massachusetts
$753K -$14.2K -196 -2%
RHAM
1532
Round Hill Asset Management
California
$752K
ATIA
1533
American Trust Investment Advisors
New Hampshire
$749K +$5.95K +82 +0.8%
PFA
1534
Pettinga Financial Advisors
Indiana
$746K
CAGAS
1535
Capital Advisory Group Advisory Services
Minnesota
$746K +$363 +5 +0%
BMC
1536
Benin Management Corp
Connecticut
$745K -$1.81K -25 -0.2%
WFI
1537
West Family Investments
California
$745K +$43.4K +598 +6%
OAM
1538
Occidental Asset Management
California
$741K
LHC
1539
Little House Capital
Massachusetts
$740K +$69.1K +953 +10%
KLC
1540
Knowledge Leaders Capital
Colorado
$737K -$41.8K -576 -5%
KFA
1541
Krane Funds Advisors
New York
$737K -$7.98K -110 -1%
ABLA
1542
Alan B. Lancz & Associates
Ohio
$736K
MMA
1543
Miracle Mile Advisors
California
$735K -$689K -9,503 -48%
FSA
1544
Franklin Street Advisors
North Carolina
$734K -$18.9K -260 -2%
GC
1545
Gilbert & Cook
Iowa
$733K +$11.6K +160 +2%
CCM
1546
Crew Capital Management
Ohio
$731K -$18.1K -250 -2%
MA
1547
MKT Advisors
California
$728K -$1.89K -26 -0.3%
WIM
1548
WealthPlan Investment Management
Nebraska
$726K +$658K +9,077 New
PCMI
1549
Paradigm Capital Management Inc
New York
$725K
RDWM
1550
Red Door Wealth Management
Tennessee
$725K +$20.3K +280 +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.