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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
PCMC
2101
Paragon Capital Management (Colorado)
Colorado
$270K +$23.4K +323 +9%
EIG
2102
Ellenbecker Investment Group
Wisconsin
$269K +$1.16K +16 +0.4%
MPW
2103
MA Private Wealth
California
$268K +$580 +8 +0.2%
DDC
2104
DF Dent & Co
Maryland
$268K +$8.92K +123 +3%
FAG
2105
Fortitude Advisory Group
Washington
$267K +$145 +2 +0.1%
WCA
2106
Westover Capital Advisors
Delaware
$265K -$12.6K -173 -4%
AFC
2107
AFT Forsyth & Company
Florida
$265K +$73 +1 +0%
CC
2108
Cadinha & Co
Hawaii
$264K -$14M -192,963 -98%
DC
2109
DeDora Capital
California
$264K -$7.54K -104 -3%
TFA
2110
Trinity Financial Advisors
Ohio
$264K +$269K +3,710 New
PHAM
2111
Palisades Hudson Asset Management
Florida
$263K -$12K -165 -4%
TC
2112
Trilogy Capital
California
$263K -$435 -6 -0.2%
SCM
2113
SKBA Capital Management
California
$263K
AO
2114
Advisor OS
Illinois
$262K +$4.57K +63 +2%
HWM
2115
Howard Wealth Management
Connecticut
$261K +$267K +3,678 New
BAM
2116
Brave Asset Management
New Jersey
$260K
AA
2117
Addison Advisors
Vermont
$260K +$5.37K +74 +2%
SA
2118
Syntax Advisors
New York
$260K +$32.9K +454 +14%
VCG
2119
Vantage Consulting Group
Virginia
$260K +$32.9K +454 +14%
KWM
2120
Keebeck Wealth Management
Illinois
$259K -$14.1K -194 -5%
ECG
2121
Edge Capital Group
Georgia
$259K -$9.07K -125 -3%
EDRIA
2122
Edmonds Duncan Registered Investment Advisors
Kansas
$259K
TCB
2123
Texas Capital Bancshares
Texas
$259K
D
2124
Diversified
Delaware
$259K +$265K +3,650 New
SB
2125
Sunflower Bank
Texas
$258K -$128K -1,759 -33%

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.