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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
SWM
1726
Silverlake Wealth Management
Vermont
$524K -$218 -3 -0%
THWM
1727
Taylor Hoffman Wealth Management
Virginia
$524K
BMO
1728
Beck Mack & Oliver
New York
$523K -$13.5K -186 -2%
CG
1729
Corundum Group
Colorado
$523K +$30.7K +423 +6%
RWA
1730
River Wealth Advisors
Pennsylvania
$522K -$34.6K -477 -6%
BOS
1731
Bank of Stockton
California
$522K
CPSC
1732
Carl P. Sherr & Co
Massachusetts
$522K
DW
1733
Domani Wealth
Pennsylvania
$522K
KWS
1734
Keystone Wealth Services
California
$520K +$653 +9 +0.1%
TW
1735
TrinityPoint Wealth
Connecticut
$520K +$125K +1,729 +31%
TWA
1736
TCI Wealth Advisors
Arizona
$518K +$42.4K +584 +9%
EWA
1737
ERTS Wealth Advisors
Michigan
$517K +$48.5K +668 +10%
TAM
1738
Townsend Asset Management
North Carolina
$516K -$27.1K -373 -5%
FLAM
1739
First Light Asset Management
Minnesota
$516K
AF
1740
Apexium Financial
Texas
$516K +$527K +7,265 New
BCM
1741
Bluefin Capital Management
New York
$515K -$5.29M -72,888 -91%
HFG
1742
Heron Financial Group
New York
$515K +$14.5K +200 +3%
NPF
1743
Norris Perne & French
Michigan
$512K -$19.3M -265,628 -97%
VHAM
1744
Van Hulzen Asset Management
California
$511K -$4.06K -56 -0.8%
CIA
1745
Cohen Investment Advisors
New Hampshire
$511K -$725 -10 -0.1%
NSCM
1746
New South Capital Management
Tennessee
$511K
SAM
1747
SP Asset Management
California
$510K +$3.77K +52 +0.7%
LWANC
1748
Laurel Wealth Advisors (North Carolina)
North Carolina
$509K -$1.16K -16 -0.2%
PWW
1749
Pettyjohn Wood & White
Virginia
$509K
CSI
1750
Cross Staff Investments
New York
$509K +$290 +4 +0.1%

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.