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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
CA
2001
Carson Advisory
Georgia
$330K
CGH
2002
CMG Global Holdings
Texas
$330K +$1.6K +22 +0.5%
OL
2003
Optas LLC
Texas
$330K +$29.5K +406 +10%
SAM
2004
Secure Asset Management
Michigan
$329K +$2.39K +33 +0.7%
MCM
2005
Monument Capital Management
Virginia
$328K -$84.3K -1,162 -20%
WFMPM
2006
Woodley Farra Manion Portfolio Management
Indiana
$328K
WWM
2007
Windsor Wealth Management
Indiana
$327K +$1.67K +23 +0.5%
SPWM
2008
Schrum Private Wealth Management
Florida
$325K
AC
2009
Asio Capital
Kentucky
$324K
WP
2010
Waycross Partners
Kentucky
$324K
WBC
2011
West Branch Capital
Massachusetts
$322K +$580 +8 +0.2%
GDP
2012
Great Diamond Partners
Maine
$322K +$37K +510 +13%
GWA
2013
GGM Wealth Advisors
Maryland
$320K +$798 +11 +0.3%
CWS
2014
Cypress Wealth Services
California
$320K +$1.45K +20 +0.4%
CSWM
2015
Cassady Schiller Wealth Management
Ohio
$317K +$47.4K +654 +17%
NFP
2016
Narus Financial Partners
Utah
$317K -$3.63K -50 -1%
HI
2017
Hendershot Investments
Virginia
$316K -$26.7K -368 -8%
MKC
2018
M. Kraus & Co
Vermont
$315K +$57.7K +795 +22%
KTA
2019
Keeley-Teton Advisors
Illinois
$314K +$35.6K +491 +13%
NCM
2020
Northside Capital Management
Oregon
$311K
SIG
2021
Spinnaker Investment Group
California
$311K +$32.6K +450 +11%
APW
2022
Aurora Private Wealth
New Jersey
$310K +$1.02K +14 +0.3%
CHA
2023
Carmichael Hill & Associates
Maryland
$310K +$18.1K +250 +6%
VA
2024
Valmark Advisers
Ohio
$309K +$46.6K +642 +17%
HCM
2025
Hutchinson Capital Management
California
$308K -$9.43K -130 -3%

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.