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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
APP
1551
Avantax Planning Partners
Iowa
$723K -$343K -4,726 -32%
SC
1552
Steph & Co
Wisconsin
$723K +$25.7K +354 +4%
KFS
1553
Kurt F. Somerville
$721K
MWC
1554
MBM Wealth Consultants
Missouri
$719K -$7.91K -109 -1%
AIM
1555
Allen Investment Management
New York
$719K
SCA
1556
St. Clair Advisors
Ohio
$716K +$21.8K +300 +3%
CAMG
1557
CWA Asset Management Group
Florida
$715K +$10.2K +140 +1%
NL
1558
NVWM LLC
Pennsylvania
$714K -$218 -3 -0%
PFBT
1559
Parkside Financial Bank & Trust
Missouri
$714K +$15.7K +216 +2%
CP
1560
Coho Partners
Pennsylvania
$711K
LFM
1561
Lumina Fund Management
New York
$711K
PAMG
1562
Patton Albertson Miller Group
Tennessee
$711K +$19.8K +273 +3%
APG
1563
Abacus Planning Group
South Carolina
$709K +$11.6K +160 +2%
HIM
1564
Hillsdale Investment Management
Ontario, Canada
$709K +$14.2K +196 +2%
SFI
1565
SPC Financial Inc
Maryland
$709K +$36.4K +502 +5%
WFM
1566
Wolff Financial Management
Michigan
$707K
RMDI
1567
R.M. Davis Inc
Maine
$707K +$7.25K +100 +1%
NW
1568
Naviter Wealth
Arkansas
$707K +$75.7K +1,044 +12%
CAG
1569
Crestwood Advisors Group
Massachusetts
$705K -$79.1K -1,090 -10%
CIP
1570
Convergence Investment Partners
Florida
$705K -$23.6K -325 -3%
WI
1571
WrapManager Inc
California
$705K +$62.7K +865 +10%
WP
1572
WealthShield Partners
North Carolina
$702K -$508 -7 -0.1%
MCA
1573
Millennium Capital Advisors
Arkansas
$701K +$943 +13 +0.1%
PL
1574
Parthenon LLC
Kentucky
$700K -$61.6K -849 -8%
TWP
1575
Tempus Wealth Planning
California
$700K +$316K +4,363 +80%

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.