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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
TA
2026
Tiedemann Advisors
New York
$308K +$47.4K +653 +18%
KAM
2027
KEB Asset Management
Illinois
$307K +$1.74K +24 +0.6%
FSC
2028
Full Sail Capital
Oklahoma
$307K +$7.11K +98 +2%
PA
2029
Probity Advisors
Texas
$306K -$43.5K -599 -12%
BHB
2030
Bank Hapoalim BM
Israel
$306K -$26.3K -363 -8%
DA
2031
Doliver Advisors
Texas
$306K
TCM
2032
Towercrest Capital Management
Pennsylvania
$306K
TA
2033
TrueWealth Advisors
Alabama
$305K -$5K -69 -2%
I
2034
INVST
Indiana
$304K -$11.2K -155 -3%
NAS
2035
Nicolet Advisory Services
Wisconsin
$304K +$69.2K +954 +27%
CCM
2036
Condor Capital Management
New Jersey
$303K -$2.14M -29,475 -87%
CICI
2037
Capital Investment Counsel Inc
North Carolina
$302K -$127K -1,756 -29%
JWA
2038
JFS Wealth Advisors
Pennsylvania
$302K -$6.46K -89 -2%
TIA
2039
Tiemann Investment Advisors
California
$301K -$103K -1,425 -25%
SRC
2040
Sage Rhino Capital
California
$301K -$6.24K -86 -2%
PO
2041
Private Ocean
California
$301K +$1.09K +15 +0.4%
MGIM
2042
M&G Investment Management
United Kingdom
$301K +$8.42M +116,045 +3%
HC
2043
Hourglass Capital
Texas
$300K
FCFC
2044
First Citizens Financial Corp
Iowa
$298K
WFA
2045
WestHill Financial Advisors
California
$298K +$1.96K +27 +0.6%
CNB
2046
Camden National Bank
Maine
$298K +$7.25K +100 +2%
EWA
2047
EverSource Wealth Advisors
Alabama
$295K -$46K -634 -13%
BWFA
2048
Baltimore-Washington Financial Advisors
Maryland
$295K +$870 +12 +0.3%
Massachusetts Financial Services
2049
Massachusetts Financial Services
Massachusetts
$293K -$22.1K -305 -7%
F4L
2050
Fortune 45 LLC
Louisiana
$293K +$299K +4,126 New

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.