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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
ICM
1601
IMS Capital Management
Oregon
$660K +$232K +3,205 +53%
PA
1602
PFG Advisors
Arizona
$659K +$83.1K +1,146 +14%
FANJ
1603
Financial Architects (New Jersey)
New Jersey
$658K +$108K +1,489 +19%
PA
1604
Procyon Advisors
Connecticut
$655K -$200K -2,756 -23%
SIG
1605
Sargent Investment Group
Maryland
$655K -$32.4K -446 -5%
TC
1606
Trust Company
Kansas
$654K +$5.66K +78 +0.9%
CBT
1607
Central Bank & Trust
Kentucky
$651K -$335K -4,619 -34%
CIC
1608
Chilton Investment Company
Connecticut
$651K
GAM
1609
Gould Asset Management
California
$650K -$23.6K -325 -3%
ACM
1610
Allred Capital Management
Texas
$648K -$5.95K -82 -0.9%
EWM
1611
EPG Wealth Management
Georgia
$648K +$6.09K +84 +0.9%
REMPR
1612
Roof Eidam Maycock Peralta (REMP)
California
$647K
AWM
1613
Angeles Wealth Management
California
$645K +$86.5K +1,193 +15%
MJP
1614
Michael J. Puzo
$644K -$81.5K -1,124 -11%
AC
1615
Abbrea Capital
California
$643K -$18.3K -252 -3%
CBA
1616
Coastal Bridge Advisors
Connecticut
$641K +$355K +4,900 +119%
LA
1617
Lynch & Associates
Indiana
$640K
CSA
1618
Cottage Street Advisors
Massachusetts
$639K +$218 +3 +0%
NSB
1619
Norway Savings Bank
Maine
$634K
WSCM
1620
Wellington Shields Capital Management
New York
$634K +$73 +1 +0%
GAM
1621
Grandview Asset Management
Pennsylvania
$633K -$45.7K -630 -7%
FCBT
1622
First Citizens Bank & Trust
North Carolina
$631K -$65.8K -907 -9%
TBNY
1623
Trustco Bank (New York)
New York
$629K -$42.1K -581 -6%
SWIM
1624
Smallwood Wealth Investment Management
New Jersey
$628K +$38.7K +533 +6%
CFA
1625
Camarda Financial Advisors
Florida
$627K +$33.3K +459 +5%

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.