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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
AT
1701
American Trust
Kentucky
$546K -$16.7K -230 -3%
SAS
1702
Stelac Advisory Services
New York
$546K
BWP
1703
BSW Wealth Partners
Colorado
$542K +$290 +4 +0.1%
LOPW
1704
Live Oak Private Wealth
North Carolina
$540K -$21.8K -301 -4%
PBO
1705
Peoples Bank (Ohio)
Ohio
$539K
SJL
1706
Shayne & Jacobs LLC
Tennessee
$539K +$3.77K +52 +0.7%
AWM
1707
AllSquare Wealth Management
New York
$539K +$52.6K +725 +11%
LA
1708
Legacy Advisors
Pennsylvania
$538K -$95.5K -1,317 -15%
GFS
1709
GYL Financial Synergies
Connecticut
$538K +$218 +3 +0%
WAM
1710
WNY Asset Management
New York
$537K -$1.38K -19 -0.3%
DOA
1711
D'Orazio & Associates
Virginia
$537K +$96.9K +1,336 +22%
MAM
1712
McLean Asset Management
Virginia
$536K -$4.06K -56 -0.7%
BIP
1713
Blueprint Investment Partners
North Carolina
$533K -$189K -2,608 -26%
AWM
1714
Aberdeen Wealth Management
Illinois
$533K
LIA
1715
LBMC Investment Advisors
Tennessee
$531K +$218 +3 +0%
BCAM
1716
Boston Common Asset Management
Massachusetts
$531K +$2.61K +36 +0.5%
GWANC
1717
Guardian Wealth Advisors (North Carolina)
North Carolina
$530K -$61.2K -843 -10%
CHJWM
1718
Carlton Hofferkamp & Jenks Wealth Management
Texas
$529K
IVP
1719
Intrinsic Value Partners
Arizona
$527K -$198K -2,730 -27%
CAG
1720
Csenge Advisory Group
Florida
$527K -$159K -2,192 -23%
WA
1721
Wealth Architects
California
$526K -$63.9K -881 -11%
MA
1722
MCF Advisors
Kentucky
$526K -$1.6K -22 -0.3%
YC
1723
Yarbrough Capital
Tennessee
$526K
FTC
1724
Farmers Trust Company
Ohio
$525K -$36.3K -500 -6%
WAAG
1725
Wealth Alliance Advisory Group
Kansas
$525K -$5.29K -73 -1%

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.