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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
BFA
1676
Bill Few Associates
Pennsylvania
$570K -$14.5K -200 -2%
SAM
1677
Security Asset Management
New York
$570K
ODG
1678
O'Dell Group
Ohio
$569K +$725 +10 +0.1%
T
1679
TCWP
Ohio
$569K +$17.9K +247 +3%
APC
1680
Aspire Private Capital
North Carolina
$569K +$569K +7,844 +4,842%
CCA
1681
Childress Capital Advisors
Texas
$567K -$64.3K -886 -10%
ST
1682
Sabal Trust
Florida
$567K +$28.4K +392 +5%
IDBONY
1683
Israel Discount Bank of New York
New York
$566K +$10.9K +150 +2%
FL
1684
Fort LP
Maryland
$563K -$398K -5,481 -41%
IGWM
1685
ICA Group Wealth Management
Colorado
$562K +$4.86K +67 +0.9%
LWMG
1686
Levy Wealth Management Group
Pennsylvania
$561K +$435 +6 +0.1%
HBW
1687
Hazlett, Burt & Watson
West Virginia
$560K -$18.2K -251 -3%
GA
1688
GraniteShares Advisors
New York
$559K -$40.5K -558 -7%
CAM
1689
Cozad Asset Management
Illinois
$559K -$653 -9 -0.1%
BOPW
1690
Brandywine Oak Private Wealth
Pennsylvania
$559K +$73 +1 +0%
SIMG
1691
Sonora Investment Management Group
Arizona
$558K
MFG
1692
MTM Financial Group
Pennsylvania
$556K
FFWM
1693
Future Financial Wealth Management
Ohio
$555K -$6.6K -91 -1%
WI
1694
Wedgewood Investors
Pennsylvania
$552K
HGWM
1695
Horst & Graben Wealth Management
Oregon
$552K +$3.77K +52 +0.7%
KFI
1696
Key Financial Inc
Pennsylvania
$552K +$152K +2,100 +37%
AWM
1697
Accurate Wealth Management
Florida
$550K +$98.2K +1,354 +21%
EB
1698
Eastern Bank
Massachusetts
$548K -$27.9K -385 -5%
SFP
1699
Shepherd Financial Partners
Massachusetts
$548K +$143K +1,972 +34%
ACA
1700
Atlas Capital Advisors
Wyoming
$547K -$87K -1,200 -13%

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.