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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
AMC
1651
Asset Management Corp
Illinois
$594K +$1.31K +18 +0.2%
LW
1652
Linscomb Wealth
Texas
$594K +$27.1K +373 +5%
DP
1653
Dearborn Partners
Illinois
$593K -$18.2K -251 -3%
MMHP
1654
Murphy Middleton Hinkle & Parker
Georgia
$592K +$218 +3 +0%
EBA
1655
Eagle Bay Advisors
New York
$591K -$29K -400 -5%
TSS
1656
Two Sigma Securities
New York
$591K +$318K +4,387 +112%
BFC
1657
Blue Fin Capital
Rhode Island
$590K
LGA
1658
Lebenthal Global Advisors
New York
$588K +$34.2K +472 +6%
OWA
1659
One Wealth Advisors
California
$587K +$216K +2,980 +56%
EWA
1660
Exencial Wealth Advisors
Oklahoma
$586K -$21K -290 -3%
RCG
1661
Regatta Capital Group
California
$586K +$19.7K +271 +4%
NG
1662
Northstar Group
New York
$584K +$7.25K +100 +1%
CL
1663
COWA LLC
Oklahoma
$583K -$581K -8,008 -49%
AC
1664
ASB Consultores
Florida
$583K +$42.7K +588 +8%
SWP
1665
Strategic Wealth Partners
Ohio
$582K +$22.1K +305 +4%
DPI
1666
Diversified Portfolios Inc
Michigan
$582K -$46.4K -640 -7%
NP
1667
NorthRock Partners
Minnesota
$577K -$75.8K -1,045 -11%
FCFC
1668
First Commonwealth Financial Corp
Pennsylvania
$577K -$65.4K -901 -10%
LCM
1669
Linker Capital Management
Kentucky
$576K -$11.7K -161 -2%
MA
1670
MJP Associates
Connecticut
$575K -$2.54K -35 -0.4%
ADMI
1671
Albert D. Mason Inc
Massachusetts
$575K +$5.08K +70 +0.9%
GWI
1672
Grace & White Inc
New York
$574K
HTHT
1673
Hemenway Trust Hemenway Trust
New Hampshire
$573K -$1.81K -25 -0.3%
SAM
1674
Summit Asset Management
Tennessee
$572K +$5.51K +76 +1%
PMIA
1675
Patrick Mauro Investment Advisor
Illinois
$571K +$583K +8,033 New

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.