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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
VCM
1876
Virtue Capital Management
Tennessee
$408K -$133K -1,830 -24%
LFA
1877
Legacy Financial Advisors
Kentucky
$408K -$25.8K -356 -6%
OMC
1878
Overbrook Management Corp
New York
$408K
SFG
1879
SNS Financial Group
Minnesota
$406K -$798 -11 -0.2%
AAMC
1880
Asset Allocation & Management Company
Illinois
$406K
TFCP
1881
Twin Focus Capital Partners
Massachusetts
$406K
RW
1882
Rede Wealth
Virginia
$405K
CRWM
1883
Castle Rock Wealth Management
California
$405K +$218 +3 +0.1%
OWM
1884
OneAscent Wealth Management
Alabama
$404K +$114K +1,569 +38%
DI
1885
DAGCO Inc
Ohio
$403K -$25.1K -346 -6%
FB
1886
First Bancorp
Maine
$403K -$21.4K -295 -5%
LC
1887
Lavaca Capital
Texas
$400K +$21.8K +300 +6%
GIA
1888
GHP Investment Advisors
Colorado
$399K
EGA
1889
E&G Advisors
Texas
$398K -$5.08K -70 -1%
PPW
1890
Parcion Private Wealth
Washington
$397K
WCG
1891
Weaver Consulting Group
California
$396K -$218 -3 -0.1%
SAM
1892
S.A. Mason
Michigan
$396K +$73 +1 +0%
EGM
1893
Engineers Gate Manager
New York
$396K +$99.5K +1,372 +33%
NWM
1894
Northcape Wealth Management
New York
$396K +$170K +2,350 +73%
SS
1895
Sunbelt Securities
Texas
$395K +$218 +3 +0.1%
KIG
1896
Kowal Investment Group
Wisconsin
$395K +$48.3K +666 +14%
LG
1897
Leuthold Group
Minnesota
$394K
AAA
1898
Adams Asset Advisors
Texas
$391K
MWM
1899
Mattern Wealth Management
Kansas
$391K
AA
1900
Alta Advisers
United Kingdom
$391K +$399K +5,500 New

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.