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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
MCWS
2151
McKinley Carter Wealth Services
West Virginia
$247K +$21.5K +296 +9%
SHA
2152
Seneca House Advisors
Virginia
$246K +$218 +3 +0.1%
WAM
2153
Watershed Asset Management
California
$246K +$20.8K +287 +9%
GWM
2154
Greenwich Wealth Management
Connecticut
$246K +$43.5K +599 +21%
WMA
2155
Wealth Management Associates
New Jersey
$246K +$290 +4 +0.1%
CGFA
2156
Colton Groome Financial Advisors
North Carolina
$245K -$11.7K -161 -4%
MHWM
2157
Montz Harcus Wealth Management
Louisiana
$245K +$1.45K +20 +0.6%
AFM
2158
Andesa Financial Management
Pennsylvania
$245K +$250K +3,451 New
ACP
2159
Aveo Capital Partners
Colorado
$244K -$23.9K -330 -9%
LIG
2160
Lokken Investment Group
Delaware
$244K +$1.23K +17 +0.5%
PIA
2161
Perennial Investment Advisors
California
$244K +$249K +3,428 New
EIA
2162
Eldridge Investment Advisors
New Hampshire
$243K
MPCG
2163
Matrix Private Capital Group
New York
$242K -$218 -3 -0.1%
ARMT
2164
Amica Retiree Medical Trust
Rhode Island
$242K
MCWA
2165
Meadow Creek Wealth Advisors
Georgia
$242K +$5K +69 +2%
AA
2166
Advisory Alpha
Michigan
$241K -$6.53K -90 -3%
RTS
2167
Round Table Services
New Jersey
$241K
RHJA
2168
Rice Hall James & Associates
California
$240K -$7.25K -100 -3%
MW
2169
MBL Wealth
North Carolina
$240K +$2.9K +40 +1%
HWA
2170
Heartwood Wealth Advisors
Virginia
$240K +$54.8K +756 +29%
DA
2171
DCM Advisors
New York
$239K -$480K -6,623 -66%
BONST
2172
Bank of Nova Scotia Trust
Ontario, Canada
$239K +$47.2K +650 +24%
PP
2173
Pegasus Partners
Wisconsin
$238K -$21.9K -302 -8%
PAI
2174
Pittenger & Anderson Inc
Nebraska
$238K
ETH
2175
Exos TFP Holdings
New York
$238K +$243K +3,353 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.