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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
PG
2201
Patten Group
Tennessee
$228K
FNA
2202
First National Advisers
Nebraska
$228K +$232K +3,202 New
ACM
2203
AUA Capital Management
Pennsylvania
$227K -$54K -745 -19%
PAIM
2204
Punch & Associates Investment Management
Minnesota
$227K
AFS
2205
Annapolis Financial Services
Maryland
$227K +$7.69K +106 +3%
BCM
2206
Brown Capital Management
Maryland
$226K
4WM
2207
44 Wealth Management
Oregon
$225K
FC
2208
Financial Consulate
Maryland
$225K
PA
2209
Parkside Advisors
California
$225K +$16.9K +233 +8%
GAA
2210
Global Assets Advisory
Florida
$225K +$211K +2,909 New
CAWM
2211
Capital Advisors Wealth Management
Washington
$224K +$229K +3,157 New
AA
2212
Argent Advisors
Louisiana
$223K
DWM
2213
Destination Wealth Management
California
$223K +$4.57K +63 +2%
TW
2214
Towerpoint Wealth
California
$222K +$73 +1 +0%
TIA
2215
Traphagen Investment Advisors
New Jersey
$221K +$725 +10 +0.3%
NAMP
2216
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$220K
SPC
2217
Stewart & Patten Company
California
$220K
BWP
2218
Baldwin Wealth Partners
Massachusetts
$220K +$39K +538 +21%
Bank of Montreal
2219
Bank of Montreal
Ontario, Canada
$219K +$12.5M +172,803 +6%
TCBWMS
2220
Texas Capital Bank Wealth Management Services
Texas
$219K -$1.31K -18 -0.6%
T
2221
TNF
Montana
$218K -$13K -179 -5%
GAB
2222
German American Bancorp
Indiana
$218K
FCM
2223
Firestone Capital Management
Florida
$217K
TWP
2224
Total Wealth Planning
Ohio
$217K
FCMC
2225
Founders Capital Management (Connecticut)
Connecticut
$216K

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.