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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
MWA
1751
Meridian Wealth Advisors
Texas
$508K -$725 -10 -0.1%
RFA
1752
Resurgent Financial Advisors
Georgia
$508K +$10.3K +142 +2%
PFA
1753
Pure Financial Advisors
California
$508K +$185K +2,547 +55%
EIP
1754
Ellis Investment Partners
Pennsylvania
$507K -$37K -510 -7%
VWA
1755
Visionary Wealth Advisors
Illinois
$507K -$3.63K -50 -0.7%
GAM
1756
Gemmer Asset Management
California
$507K +$10.7K +147 +2%
PCM
1757
Perritt Capital Management
Illinois
$503K +$9.07K +125 +2%
BG
1758
Bellevue Group
Switzerland
$502K -$1.29M -17,845 -72%
OFG
1759
Oxford Financial Group
Indiana
$501K -$151K -2,081 -23%
FFA
1760
Founders Financial Alliance
North Carolina
$501K +$61.6K +849 +14%
CAL
1761
Capital Advisors Ltd
Ohio
$501K +$451K +6,217 +749%
LF
1762
Lantz Financial
Illinois
$500K -$51.5K -710 -9%
OFS
1763
OneAscent Financial Services
Alabama
$500K -$22.4K -309 -4%
RCM
1764
RB Capital Management
Nevada
$500K +$10.7K +148 +2%
MWPCG
1765
Measured Wealth Private Client Group
New Hampshire
$499K +$58K +800 +13%
HPWM
1766
Highland Private Wealth Management
Washington
$498K -$13.6K -188 -3%
BRM
1767
Boston Research & Management
Massachusetts
$498K
SF
1768
SBK Financial
Virginia
$498K
MIM
1769
Merrion Investment Management
New Jersey
$496K -$36.3K -500 -7%
DS
1770
DRW Securities
Illinois
$496K +$308K +4,249 +155%
GCM
1771
Gables Capital Management
Florida
$495K
MA
1772
Momentum Advisors
New York
$495K +$7.54K +104 +2%
HCM
1773
Hilton Capital Management
New York
$494K -$11.5M -158,148 -96%
SP
1774
Successful Portfolios
Florida
$494K -$8.49K -117 -2%
VCP
1775
Verus Capital Partners
Arizona
$493K -$9.79K -135 -2%

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.