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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
NF
2301
Norwood Financial
Pennsylvania
$128K
AP
2302
Arlington Partners
Alabama
$127K -$12.5K -172 -9%
MCM
2303
MV Capital Management
Maryland
$127K +$24.4K +336 +23%
TJHA
2304
Thomas J. Herzfeld Advisors
Florida
$121K
PMFA
2305
Plante Moran Financial Advisors
Michigan
$119K +$18K +248 +17%
NFSG
2306
Newbridge Financial Services Group
Florida
$118K +$2.1K +29 +2%
BWA
2307
BDO Wealth Advisors
Florida
$118K +$34.5K +475 +40%
GM
2308
GeoWealth Management
Illinois
$118K +$121K +1,665 New
IFAM
2309
Institutional & Family Asset Management
Colorado
$117K
MFT
2310
Moisand Fitzgerald Tamayo
Florida
$117K +$9.36K +129 +9%
WWP
2311
WR Wealth Planners
Missouri
$116K +$870 +12 +0.7%
BWM
2312
BerganKDV Wealth Management
Minnesota
$115K -$61.2K -844 -34%
EW
2313
Evoke Wealth
California
$112K -$1.67K -23 -1%
ALAM
2314
Asahi Life Asset Management
Japan
$112K
TCCM
2315
Timber Creek Capital Management
Massachusetts
$111K
AAP
2316
Arax Advisory Partners
Colorado
$110K -$48.3K -666 -30%
SIS
2317
Sound Income Strategies
Florida
$110K +$1.16K +16 +1%
CFFP
2318
Center for Financial Planning
Michigan
$106K -$14.3K -197 -12%
RWML
2319
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$104K +$798 +11 +0.8%
AFG
2320
Albion Financial Group
Utah
$103K -$29.3K -404 -22%
HMS
2321
Hanseatic Management Services
New Mexico
$103K +$4.93K +68 +5%
OA
2322
Operose Advisors
Wisconsin
$103K +$13.6K +187 +15%
CAC
2323
Core Alternative Capital
Georgia
$97K +$4.79K +66 +5%
CJL
2324
Cyrus J. Lawrence
New York
$92K -$43.5K -600 -32%
ST
2325
Sageworth Trust
Pennsylvania
$92K

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.