Bristol-Myers Squibb
BMY
2,481 hedge funds and large institutions have $102B invested in Bristol-Myers Squibb in 2023 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 947 increasing their positions, 1,065 reducing their positions, and 163 closing their positions.
43% more call options, than puts
Call options by funds: $1.43B | Put options by funds: $995M
0.44% less ownership
Funds ownership: 76.44% → 76% (-0.44%)
2% less funds holding
Funds holding: 2,541 → 2,481 (-60)
8% less capital invested
Capital invested by funds: $111B → $102B (-$8.64B)
11% less repeat investments, than reductions
Existing positions increased: 947 | Existing positions reduced: 1,065
23% less first-time investments, than exits
New positions opened: 126 | Existing positions closed: 163
35% less funds holding in top 10
Funds holding in top 10: 68 → 44 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$528M |
| 2 |
JP Morgan Chase
New York
|
+$449M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$182M |
| 4 |
Barclays
London,
United Kingdom
|
+$141M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$634M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$298M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$290M |
| 4 |
BlackRock
New York
|
-$195M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$172M |
BMY Hedge Fund Activity: Q2 2023 in Review
2,481 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2023, worth a combined $102B — down 7.8% from $111B a quarter earlier.
Sellers outnumbered buyers: 163 funds closed out of BMY and 126 opened new positions — a net loss of 37 holders — while 1,065 trimmed existing stakes and 947 added.
The largest buyer was Capital International Investors, adding an estimated $528M. The largest seller was Bank of America, cutting an estimated $634M.
- 2,481 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2023, down from 2,541 in Q1 2023.
- Funds reported $102B of Bristol-Myers Squibb stock for Q2 2023, down 7.8% quarter-over-quarter.
- 126 funds opened new Bristol-Myers Squibb positions in Q2 2023 and 163 closed out, a net change of -37 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2023 was Capital International Investors, an estimated $528M added.
- The largest Bristol-Myers Squibb seller in Q2 2023 was Bank of America, an estimated $634M sold.
Based on aggregated 13F filings for Q2 2023.