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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
SPI
2226
Santori & Peters Inc
Pennsylvania
$215K +$20.8K +287 +10%
HCP
2227
Holt Capital Partners
Texas
$214K -$58K -800 -21%
RC
2228
Rovin Capital
Arizona
$214K -$7.91K -109 -3%
JSA
2229
Jacobson & Schmitt Advisors
Wisconsin
$213K
FFWA
2230
FRG Family Wealth Advisors
Washington
$212K
OCM
2231
Osterweis Capital Management
California
$212K
WFG
2232
Wills Financial Group
Virginia
$211K -$2.25K -31 -1%
WC
2233
Whitney & Co
New York
$211K +$4.64K +64 +2%
ICA
2234
Infrastructure Capital Advisors
New York
$210K +$214K +2,948 New
CHP
2235
Cable Hill Partners
Oregon
$210K +$214K +2,953 New
E
2236
ETFidea
New York
$210K
ETM
2237
Euclidean Technologies Management
Washington
$209K
TL
2238
Tradewinds LLC
North Carolina
$209K +$2.83K +39 +1%
WAM
2239
Winslow Asset Management
Ohio
$208K -$79.8K -1,100 -27%
ES
2240
ETF Store
Kansas
$208K +$653 +9 +0.3%
AA
2241
Auxano Advisors
Washington
$208K +$8.41K +116 +4%
RP
2242
Rice Partnership
Hawaii
$208K +$212K +2,928 New
BFG
2243
Bouchey Financial Group
New York
$208K +$212K +2,929 New
QWM
2244
Quaker Wealth Management
New Jersey
$207K -$13.9K -192 -6%
RIA
2245
RPG Investment Advisory
California
$207K -$5.59K -77 -3%
SC
2246
Stephens Consulting
Michigan
$207K
CBTWT
2247
Community Bank & Trust (Waco, Texas)
Texas
$206K -$9.43K -130 -4%
WFAG
2248
Wescott Financial Advisory Group
Pennsylvania
$206K -$1.67K -23 -0.8%
RWP
2249
Revolve Wealth Partners
New Jersey
$206K -$870 -12 -0.4%
SFS
2250
Strategic Financial Services
New York
$206K

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.