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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
HA
1951
Harbor Advisors
Florida
$355K
LIA
1952
LS Investment Advisors
Michigan
$354K
MFG
1953
Magnus Financial Group
New York
$354K +$8.34K +115 +2%
C
1954
Covestor
United Kingdom
$354K +$23.5K +324 +7%
CM
1955
Columbus Macro
Pennsylvania
$350K -$17.2K -237 -5%
KFP
1956
KB Financial Partners
New Jersey
$350K +$73.7K +1,016 +26%
BWA
1957
Burt Wealth Advisors
Maryland
$349K -$42.9K -592 -11%
APWM
1958
Atlas Private Wealth Management
New York
$349K -$21.8K -300 -6%
PWM
1959
Prentice Wealth Management
New York
$349K +$355K +4,898 New
CF
1960
Corrigan Financial
Rhode Island
$348K +$12.6K +174 +4%
MFC
1961
Mechanics Financial Corp
Ohio
$348K -$12K -165 -3%
ASFA
1962
All Season Financial Advisors
Colorado
$348K -$8.71K -120 -2%
FC
1963
Forte Capital
New York
$347K +$41.1K +566 +13%
FA
1964
Fagan Associates
New York
$346K
SAM
1965
SignalPoint Asset Management
Missouri
$346K +$218K +3,001 +161%
LJHT
1966
Laurie J. Hall Trustee
$345K -$7.25K -100 -2%
OBWG
1967
Onyx Bridge Wealth Group
New York
$345K +$1.31K +18 +0.4%
FPCM
1968
Financial Partners Capital Management
New York
$345K
TCOO
1969
Trust Company of Oklahoma
Oklahoma
$344K -$3.85K -53 -1%
MPW
1970
Monterey Private Wealth
California
$344K -$46.4K -639 -12%
FBFS
1971
First Business Financial Services
Wisconsin
$344K +$20.3K +280 +6%
GCA
1972
Gradient Capital Advisors
California
$344K +$351K +4,833 New
JCM
1973
Jag Capital Management
Missouri
$343K -$9.87K -136 -3%
HA
1974
HC Advisors
Georgia
$343K -$3.99K -55 -1%
KFA
1975
Kelleher Financial Advisors
New York
$343K

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.