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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
FPCP
1826
Fort Point Capital Partners
California
$451K +$12.9K +178 +3%
PWP
1827
Perfromance Wealth Partners
Illinois
$448K -$1.38K -19 -0.3%
EFG
1828
Everhart Financial Group
Ohio
$448K +$24.4K +336 +6%
RP
1829
Riverwater Partners
Wisconsin
$448K +$457K +6,295 New
KWMG
1830
King Wealth Management Group
Florida
$446K +$145 +2 +0%
IIM
1831
Ironwood Investment Management
Massachusetts
$444K
CFSG
1832
Clark Financial Services Group
Missouri
$444K +$454K +6,252 New
BFG
1833
Berger Financial Group
Minnesota
$443K +$11.8K +163 +3%
KC
1834
Kingfisher Capital
North Carolina
$443K +$452K +6,235 New
BFAG
1835
Blackston Financial Advisory Group
Florida
$441K +$29.7K +409 +8%
PSB
1836
Piscataqua Savings Bank
New Hampshire
$440K -$4.35K -60 -1%
BCCM
1837
Bridge Creek Capital Management
Massachusetts
$440K -$508 -7 -0.1%
MG
1838
Mather Group
Illinois
$440K +$173K +2,389 +63%
CBOR
1839
Community Bank of Raymore
Missouri
$440K +$261K +3,600 +138%
EFM
1840
E Fund Management
China
$439K +$46.2K +637 +11%
STA
1841
Summit Trail Advisors
New York
$438K +$79.6K +1,098 +22%
MMM
1842
Mendel Money Management
Illinois
$438K +$154K +2,120 +52%
SFI
1843
Susquehanna Fundamental Investments
Pennsylvania
$438K +$447K +6,163 New
CBB
1844
Citizens Business Bank
California
$435K -$3.49M -48,118 -89%
TFA
1845
Triad Financial Advisors
North Carolina
$435K +$3.7K +51 +0.8%
FDS
1846
Freedom Day Solutions
Texas
$434K -$118K -1,620 -21%
RDFA
1847
Ritter Daniher Financial Advisory
Ohio
$434K
AWM
1848
Avior Wealth Management
Nebraska
$432K +$6.31K +87 +1%
IA
1849
IFG Advisors
Missouri
$430K
RA
1850
Riversedge Advisors
Delaware
$429K

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.