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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
CIM
1976
Chiron Investment Management
New York
$343K +$350K +4,824 New
IC
1977
Inscription Capital
Texas
$341K -$289K -3,984 -45%
SAM
1978
Satovsky Asset Management
New York
$341K +$2.54K +35 +0.7%
CFAM
1979
Center For Asset Management
Florida
$340K -$168K -2,313 -33%
AWAP
1980
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$340K -$55.1K -759 -14%
MIH
1981
Meitav Investment House
Israel
$340K
KWA
1982
Kellett Wealth Advisors
Ohio
$340K +$363 +5 +0.1%
VCM
1983
Vivaldi Capital Management
Illinois
$340K +$3.05K +42 +0.9%
BW
1984
Bison Wealth
Georgia
$340K +$24.6K +339 +8%
FBB
1985
Fulton Breakefield Broenniman
Maryland
$339K -$1.74K -24 -0.5%
XS
1986
XR Securities
Illinois
$339K +$346K +4,764 New
HFAS
1987
Hummer Financial Advisory Services
Illinois
$338K
QC
1988
Quent Capital
New York
$338K +$47.9K +660 +16%
FCM
1989
Fourpath Capital Management
Oklahoma
$336K -$336K -4,633 -49%
CFO
1990
CVA Family Office
Colorado
$336K -$30.6K -422 -8%
APIM
1991
Agate Pass Investment Management
Washington
$336K
DIM
1992
Delta Investment Management
California
$336K +$34.8K +480 +11%
MAM
1993
MMA Asset Management
Pennsylvania
$335K -$101K -1,386 -23%
HIP
1994
HUB Investment Partners
Texas
$334K -$2.23M -30,687 -87%
OHIS
1995
Oak Harvest Investment Services
Texas
$334K -$3.85K -53 -1%
WAG
1996
Winthrop Advisory Group
Massachusetts
$334K +$9.21K +127 +3%
BAM
1997
Bosun Asset Management
Illinois
$334K +$341K +4,700 New
RRA
1998
Round Rock Advisors
Connecticut
$333K
CWM
1999
Connecticut Wealth Management
Connecticut
$331K -$12.6K -173 -4%
KWM
2000
Kolinsky Wealth Management
New Jersey
$331K +$50.8K +700 +18%

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.