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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
WCM
1926
Washington Capital Management
Washington
$370K -$1.66M -22,920 -82%
ACM
1927
Antonetti Capital Management
Florida
$368K -$66K -910 -15%
CWM
1928
Cahaba Wealth Management
Georgia
$368K -$5.59K -77 -1%
FCIM
1929
Fairview Capital Investment Management
California
$368K +$7.25K +100 +2%
SFS
1930
Stiles Financial Services
Minnesota
$367K -$8.78K -121 -2%
BCA
1931
Bray Capital Advisors
Florida
$367K +$2.18K +30 +0.6%
EA
1932
Eudaimonia Advisors
Tennessee
$365K -$7.25K -100 -2%
RCWM
1933
Royal Capital Wealth Management
Indiana
$365K +$10.4K +143 +3%
BWM
1934
BCS Wealth Management
Tennessee
$364K -$24.4K -336 -6%
WOC
1935
West Oak Capital
California
$362K -$47.2K -650 -11%
LIM
1936
Lathrop Investment Management
Arkansas
$362K -$653 -9 -0.2%
MA
1937
MONECO Advisors
Connecticut
$361K -$17.1K -236 -4%
AW
1938
Avion Wealth
Texas
$361K
NJBEST
1939
New Jersey Better Educational Savings Trust
New Jersey
$361K
VWA
1940
V Wealth Advisors
Kansas
$360K +$145 +2 +0%
LAI
1941
Legal Advantage Investments
California
$360K +$33.3K +459 +10%
CJFS
1942
Coulter & Justus Financial Services
Tennessee
$359K
WA1
1943
Wimmer Associates 1
California
$359K
SHGA
1944
Sand Hill Global Advisors
California
$359K +$49.6K +684 +16%
CA
1945
CoreCap Advisors
Michigan
$358K -$18.9K -261 -5%
BCM
1946
BTR Capital Management
California
$358K
FMC
1947
First Merchants Corp
Indiana
$358K +$56.4K +777 +18%
CC
1948
Commons Capital
Massachusetts
$357K +$1.67K +23 +0.5%
HIC
1949
Harvey Investment Company
Kentucky
$356K
BFPW
1950
BOK Financial Private Wealth
Colorado
$356K +$129K +1,780 +55%

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.