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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
GTAM
2051
Global Trust Asset Management
Florida
$292K -$7.25K -100 -2%
CPWA
2052
Cerro Pacific Wealth Advisors
California
$292K +$13.5K +186 +5%
VFA
2053
Voya Financial Advisors
Connecticut
$292K +$296K +4,074 New
QCIG
2054
Quad-Cities Investment Group
Iowa
$291K +$508 +7 +0.2%
CRI
2055
Colonial River Investments
Virginia
$290K -$9.36K -129 -3%
HS
2056
Horan Securities
United States
$289K -$28.2K -389 -9%
NWM
2057
NEIRG Wealth Management
Massachusetts
$289K -$28K -386 -9%
SF
2058
Symphony Financial
Texas
$289K -$26.9K -371 -8%
WAM
2059
Walker Asset Management
Missouri
$289K -$3.92K -54 -1%
BA
2060
Bristlecone Advisors
Washington
$289K -$3.85K -53 -1%
LRWA
2061
Long Run Wealth Advisors
New York
$289K -$725 -10 -0.2%
SFG
2062
StrategIQ Financial Group
Indiana
$288K +$7.25K +100 +3%
DWP
2063
Destiny Wealth Partners
Florida
$288K +$88.7K +1,223 +43%
BW
2064
Basepoint Wealth
Iowa
$288K +$1.38K +19 +0.5%
PCP
2065
Proficio Capital Partners
Massachusetts
$287K +$1.52K +21 +0.5%
WCF
2066
West Coast Financial
California
$287K +$1.67K +23 +0.6%
OCM
2067
Orser Capital Management
Texas
$286K
WPW
2068
Warther Private Wealth
Ohio
$284K
AC
2069
Avestar Capital
New York
$283K -$70.1K -966 -20%
RP
2070
Riverbridge Partners
Minnesota
$283K
SIM
2071
SSI Investment Management
California
$283K +$580 +8 +0.2%
ANBT
2072
American National Bank & Trust
Texas
$283K +$119K +1,642 +70%
ISWM
2073
Independent Solutions Wealth Management
New York
$282K +$8.2K +113 +3%
RCG
2074
Rock Creek Group
District of Columbia
$282K -$126K -1,737 -30%
IIC
2075
Integrated Investment Consultants
Michigan
$281K -$23.4K -323 -8%

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.