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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
IWA
1626
IVC Wealth Advisors
Pennsylvania
$626K -$9.94K -137 -2%
ORC
1627
O'Rourke & Company
Massachusetts
$625K -$112K -1,550 -15%
PCA
1628
Peddock Capital Advisors
Massachusetts
$621K +$145 +2 +0%
CL
1629
Choreo LLC
Illinois
$621K +$68.7K +947 +12%
ZF
1630
Zhang Financial
Michigan
$619K +$22.6K +311 +4%
PA
1631
PSI Advisors
Florida
$618K -$282K -3,889 -31%
CPSAC
1632
Chas P. Smith & Associates (CPS)
Florida
$617K +$270K +3,716 +75%
PIA
1633
Powell Investment Advisors
Florida
$615K +$187K +2,580 +42%
P
1634
&Partners
Tennessee
$614K +$25K +344 +4%
CB
1635
CNB Bank
Pennsylvania
$612K -$31.5K -434 -5%
BEAM
1636
Baker Ellis Asset Management
Washington
$612K +$29K +400 +5%
GA
1637
Greytown Advisors
Florida
$611K -$173K -2,378 -22%
SIA
1638
SkyView Investment Advisors
New Jersey
$611K +$90.3K +1,245 +17%
FDCC
1639
Foster Dykema Cabot & Co
Massachusetts
$610K
PL
1640
Plancorp LLC
Missouri
$609K -$23.9K -330 -4%
DTC
1641
Davidson Trust Company
Washington
$606K -$4.71K -65 -0.8%
DE
1642
Day & Ennis
Georgia
$605K
WFS
1643
Widmann Financial Services
Maryland
$604K -$7.25K -100 -1%
BIA
1644
Bigelow Investment Advisors
Maine
$603K +$28.6K +394 +5%
OAM
1645
Oak Asset Management
California
$603K +$615K +8,480 New
LC
1646
LCNB Corp
Ohio
$602K -$22.6K -312 -4%
SBCM
1647
Schwerin Boyle Capital Management
Massachusetts
$602K
AFP
1648
Ausdal Financial Partners
Iowa
$596K +$53.5K +738 +10%
FFA
1649
First Foundation Advisors
California
$595K -$138K -1,896 -18%
CC
1650
Centiva Capital
New York
$594K -$556K -7,669 -48%

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.