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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
SLAM
201
Swiss Life Asset Management
$39.3M -$630K -8,678 -2%
LGF
202
LGT Group Foundation
Liechtenstein
$38.8M -$1.3M -17,965 -3%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$38.8M -$2.31M -31,777 -6%
NA
204
NewEdge Advisors
Louisiana
$38.4M +$26.8M +369,610 +217%
CI
205
Conning Inc
Connecticut
$38.3M -$4.6M -63,418 -11%
Comerica Bank
206
Comerica Bank
Texas
$37.7M +$378K +5,213 +1%
Impax Asset Management Group
207
Impax Asset Management Group
United Kingdom
$37.3M +$11.4M +156,789 +43%
MCM
208
MAI Capital Management
Ohio
$37.3M +$5.87M +80,861 +18%
CCM
209
Chiron Capital Management
Florida
$37.1M -$1.09M -15,058 -3%
UIM
210
USS Investment Management
United Kingdom
$37M -$11.9M -164,208 -24%
UCFA
211
United Capital Financial Advisors
Texas
$36.9M -$1.46M -20,134 -4%
EWA
212
EP Wealth Advisors
California
$36.8M +$4.98M +68,617 +15%
VanEck Associates
213
VanEck Associates
New York
$36.4M +$1.33M +18,270 +4%
WCM
214
Wedge Capital Management
North Carolina
$36.3M +$1.85M +25,493 +5%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$35.4M +$8.46M +116,613 +31%
GC
216
Guggenheim Capital
Illinois
$35.4M -$532K -7,338 -1%
MNG
217
Manning & Napier Group
New York
$35.3M -$671K -9,245 -2%
IAIM
218
Industrial Alliance Investment Management
Quebec, Canada
$35.3M -$1.51M -20,811 -4%
GF
219
Gabelli Funds
New York
$34.9M -$1.47M -20,223 -4%
CII
220
Capital International Inc
California
$34.9M -$16.7M -229,609 -32%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$34.7M +$4.2M +57,883 +13%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$34.6M +$3.52M +48,572 +11%
BBVA
223
Banco Bilbao Vizcaya Argentaria
Spain
$34.3M -$1.44M -19,852 -4%
ISL
224
Ingalls & Snyder LLC
New York
$33.5M -$129K -1,773 -0.4%
CSIC
225
Clifford Swan Investment Counsel
California
$33.4M -$1.83M -25,275 -5%

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.