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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
TFA
1901
Tranquilli Financial Advisor
New Jersey
$390K +$2.03K +28 +0.5%
FIBT
1902
First International Bank & Trust
North Dakota
$390K +$398K +5,485 New
SFFS
1903
Stonehage Fleming Financial Services
Jersey
$389K
SCFS
1904
S.C. Financial Services
Arizona
$387K +$20.4K +281 +5%
SWM
1905
Sugarloaf Wealth Management
Georgia
$386K +$25.7K +354 +7%
WP
1906
Wedgewood Partners
Missouri
$385K -$36.3K -500 -8%
MA
1907
MBA Advisors
Pennsylvania
$385K +$36.3K +500 +10%
FA
1908
Financial Advisors
Massachusetts
$385K +$77.5K +1,069 +24%
SSW
1909
Smith Shellnut Wilson
Mississippi
$384K
PHIC
1910
Pine Haven Investment Counsel
Massachusetts
$382K
JDR
1911
Jay D. Rosenbaum
$382K +$105K +1,453 +37%
FWA
1912
FSM Wealth Advisors
Ohio
$382K +$124K +1,706 +46%
IF
1913
Intrua Financial
Texas
$380K -$50.2K -692 -11%
BAM
1914
Byrne Asset Management
New Jersey
$380K -$15.2K -210 -4%
AA
1915
Apriem Advisors
California
$380K -$13.7K -189 -3%
WAM
1916
Weatherly Asset Management
California
$380K -$5.08K -70 -1%
MIC
1917
Meridian Investment Counsel
California
$379K -$38.2K -527 -9%
RCA
1918
Ranch Capital Advisors
Florida
$379K +$73 +1 +0%
PAM
1919
Premier Asset Management
Illinois
$376K +$11.8K +163 +3%
TWM
1920
Thrive Wealth Management
Pennsylvania
$375K -$2.61K -36 -0.7%
SCM
1921
Sterneck Capital Management
Missouri
$374K
TPA
1922
Trivium Point Advisory
Connecticut
$373K -$20K -276 -5%
PFGIA
1923
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$14.3K +197 +4%
EF
1924
Exeter Financial
Arizona
$370K -$943 -13 -0.2%
AC
1925
Apella Capital
Connecticut
$370K +$17.5K +241 +5%

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.