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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
MSFP
2251
Mark Sheptoff Financial Planning
Connecticut
$205K
MTIC
2252
Missouri Trust & Investment Company
Missouri
$205K +$870 +12 +0.4%
TVWM
2253
Tower View Wealth Management
Wisconsin
$205K +$1.02K +14 +0.5%
FZCM
2254
Flynn Zito Capital Management
New York
$205K +$209K +2,881 New
FAT
2255
First American Trust
California
$204K -$29.7K -410 -12%
SCM
2256
Stonehearth Capital Management
Massachusetts
$204K +$7.04K +97 +4%
GWS
2257
Glassman Wealth Services
Virginia
$204K +$10.9K +150 +6%
EWP
2258
Engrave Wealth Partners
Texas
$203K
CP
2259
Castleview Partners
Texas
$203K +$207K +2,850 +71,250%
PWM
2260
PBMares Wealth Management
Virginia
$202K
NFG
2261
Nadler Financial Group
Illinois
$202K +$206K +2,843 New
CFG
2262
Compton Financial Group
Maryland
$201K
KP
2263
Keel Point
Alabama
$201K +$1.67K +23 +0.8%
MHR
2264
Matthew Hamilton Rosenberg
$200K +$3.26K +45 +2%
MAG
2265
Mayfair Advisory Group
Alabama
$200K +$8.49K +117 +4%
BCMLT
2266
Beacon Capital Management LLC (Tennessee)
Tennessee
$198K -$1.09K -15 -0.6%
CWM
2267
CarsonAllaria Wealth Management
Illinois
$198K +$1.23K +17 +0.6%
AWM
2268
Accel Wealth Management
Iowa
$197K +$653 +9 +0.3%
PCFFS
2269
Pacific Center for Financial Services
California
$196K
BCP
2270
Blue Chip Partners
Michigan
$189K +$14.1K +195 +8%
BCM
2271
Blume Capital Management
California
$185K
TCM
2272
TD Capital Management
Tennessee
$184K -$10.5K -145 -5%
O
2273
OrbiMed
New York
$184K +$4.8M +66,200 +3%
CPFP
2274
Clear Perspectives Financial Planning
Ohio
$181K +$185K +2,546 New
HCA
2275
Heck Capital Advisors
Wisconsin
$179K +$3.05K +42 +2%

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.