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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
W
2076
Wealthquest
Ohio
$281K -$7.69K -106 -3%
CCMD
2077
Cypress Capital Management (Delaware)
Delaware
$281K
DA
2078
Dillon & Associates
Michigan
$281K
HHGA
2079
Halbert Hargrove Global Advisors
California
$281K
SCM
2080
Seascape Capital Management
New Hampshire
$280K +$58.4K +805 +26%
FMP
2081
Financial Management Professionals
Texas
$279K -$106K -1,463 -27%
EWM
2082
Endurance Wealth Management
Rhode Island
$279K -$3.63K -50 -1%
CYG
2083
Clean Yield Group
Vermont
$279K
HCMG
2084
Howard Capital Management Group
California
$279K
PWC
2085
PYA Waltman Capital
Tennessee
$279K
SW
2086
SkyOak Wealth
Michigan
$279K
WF
2087
Wayfinding Financial
Washington
$279K +$2.1K +29 +0.7%
DAM
2088
Doheny Asset Management
California
$279K +$285K +3,929 New
GEA
2089
Glen Eagle Advisors
New Jersey
$279K -$48.2K -665 -14%
SRIM
2090
Saratoga Research & Investment Management
California
$277K -$1.31K -18 -0.5%
LWM
2091
Liberty Wealth Management
California
$276K -$32.4K -446 -10%
SCA
2092
Sandy Cove Advisors
Massachusetts
$275K
Financial Engines Advisors
2093
Financial Engines Advisors
California
$273K -$35.5K -489 -11%
FNBOMD
2094
First National Bank of Mount Dora
Florida
$273K -$2.83K -39 -1%
RZH
2095
Relyea Zuckerberg Hanson
Connecticut
$273K +$3.19K +44 +1%
AFM
2096
Abbot Financial Management
Massachusetts
$273K +$10.9K +150 +4%
TWM
2097
TriaGen Wealth Management
California
$272K -$1.7M -23,393 -86%
VC
2098
Vicus Capital
Pennsylvania
$272K -$55.8K -769 -17%
MIA
2099
MainStreet Investment Advisors
Illinois
$270K
BBL
2100
Beck Bode LLC
Massachusetts
$270K +$2.97K +41 +1%

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.