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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
GFPC
2276
Global Financial Private Client
Florida
$177K -$7.83K -108 -4%
OCM
2277
Orion Capital Management
California
$174K
HIIFS
2278
Harel Insurance Investments & Financial Services
Israel
$165K +$167K +2,300 New
SM
2279
Salzhauer Michael
$161K
TFM
2280
TFC Financial Management
Massachusetts
$160K
RP
2281
Rowlandmiller & Partners
Georgia
$154K +$10.2K +141 +7%
VIA
2282
Virtus Investment Advisers
Connecticut
$153K +$156K +2,148 New
HWA
2283
Heritage Wealth Advisors
Virginia
$152K +$2.39K +33 +2%
BWL
2284
Bogart Wealth LLC
Virginia
$151K +$4.28K +59 +3%
CWC
2285
Carolinas Wealth Consulting
North Carolina
$151K +$13.9K +192 +1%
JWM
2286
Janiczek Wealth Management
Colorado
$151K +$30.6K +422 +24%
ME
2287
McIlrath & Eck
Washington
$150K +$1.81K +25 +1%
IWA
2288
Icon Wealth Advisors
Texas
$150K +$153K +2,110 New
CPA
2289
Cowen Prime Advisors
New York
$149K
PCM
2290
Penserra Capital Management
California
$148K -$3.11M -42,830 -95%
GC
2291
Garde Capital
Washington
$143K
MCM
2292
Magnolia Capital Management
New York
$142K
FA
2293
Fortis Advisors
Pennsylvania
$139K -$243K -3,350 -63%
LF
2294
Lee Financial
Texas
$138K -$508 -7 -0.4%
CM
2295
Cornerstone Management
Georgia
$138K
CWM
2296
Cranbrook Wealth Management
Michigan
$136K
NIC
2297
Northwest Investment Counselors
Oregon
$133K
M1FG
2298
Mach-1 Financial Group
Arkansas
$131K -$6.67K -92 -5%
CMP
2299
Coston McIsaac & Partners
Maine
$131K -$73 -1 -0.1%
TIM
2300
Tortoise Investment Management
New York
$129K

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.