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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
EA
1776
Ellsworth Advisors
Ohio
$492K +$33.7K +465 +7%
AIP
1777
Almanack Investment Partners
Pennsylvania
$490K -$14.7K -202 -3%
SWMG
1778
Sanchez Wealth Management Group
Florida
$490K
MSA
1779
Marino Stram & Associates
Massachusetts
$489K +$5.15K +71 +1%
GCAC
1780
Guardian Capital Advisors (Canada)
Ontario, Canada
$488K
BCM
1781
Becker Capital Management
Oregon
$488K +$36.6K +504 +8%
PWMG
1782
Pinnacle Wealth Management Group
Michigan
$486K +$14K +193 +3%
ATFA
1783
All Terrain Financial Advisors
Minnesota
$483K
FG
1784
Foster Group
Iowa
$483K +$24.7K +341 +5%
CVM
1785
Cheviot Value Management
California
$480K
IAMOG
1786
Investors Asset Management of Georgia
Georgia
$480K
CAM
1787
Columbia Asset Management
Michigan
$478K +$21.8K +300 +5%
GLA
1788
Great Lakes Advisors
Illinois
$478K +$209K +2,884 +75%
PCC
1789
Park Circle Company
Maryland
$476K
TLCM
1790
Twin Lakes Capital Management
California
$476K +$3.41K +47 +0.7%
WAOI
1791
Wealth Advisors of Iowa
Iowa
$475K -$664K -9,154 -58%
VAM
1792
Verity Asset Management
North Carolina
$473K +$483K +6,657 New
MAA
1793
Matrix Asset Advisors
New York
$473K -$2.54K -35 -0.5%
ACM
1794
AlphaStar Capital Management
North Carolina
$473K +$41K +565 +9%
V
1795
VeraBank
Texas
$472K -$62.5K -861 -11%
OHWP
1796
Oak Harbor Wealth Partners
North Carolina
$472K +$653 +9 +0.1%
IP
1797
Ignite Planners
California
$472K +$68.8K +948 +16%
MP
1798
McDonald Partners
Ohio
$470K -$297K -4,100 -38%
MTC
1799
McDaniel Terry & Co
Texas
$470K
AWE
1800
Avidian Wealth Enterprises
Texas
$469K -$644K -8,882 -57%

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.