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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
WWM
2326
Wolff Wiese Magana
California
$90K -$5.66K -78 -6%
BAM
2327
Baldrige Asset Management
Pennsylvania
$89K
RAM
2328
Riggs Asset Management
Pennsylvania
$89K
SC
2329
Solstein Capital
California
$88K
BHWM
2330
Beaird Harris Wealth Management
Texas
$85K +$43.5K +599 +100%
APP
2331
Alpha Paradigm Partners
Illinois
$85K +$86.9K +1,198 New
HWA
2332
HHM Wealth Advisors
Tennessee
$84K -$38.1K -525 -31%
TCM
2333
Tradewinds Capital Management
Washington
$83K -$1.23K -17 -1%
IRAG
2334
Investment Research & Advisory Group
Georgia
$83K
A
2335
AustralianSuper
Australia
$82.6K -$28.9M -397,929 -26%
NOI
2336
Newton One Investments
Delaware
$82K
WR
2337
WD Rutherford
Oregon
$81K +$11.6K +160 +16%
BWM
2338
Baystate Wealth Management
Massachusetts
$78K +$508 +7 +0.6%
HL
2339
Harding Loevner
New Jersey
$77K
SSC
2340
Syverson Strege & Co
Iowa
$74K -$9.65K -133 -11%
MWM
2341
Mascoma Wealth Management
New Hampshire
$74K
FRA
2342
Front Row Advisors
California
$74K +$7.25K +100 +11%
TCWA
2343
Ten Capital Wealth Advisors
Washington
$74K +$61.6K +849 +433%
WPA
2344
West Paces Advisors
Georgia
$73.4K
MIFH
2345
Migdal Insurance & Financial Holdings
Israel
$73K -$227K -3,135 -76%
SC
2346
Sierra Capital
Florida
$73K -$121K -1,673 -62%
JAM
2347
JCIC Asset Management
Ontario, Canada
$73K -$57.2K -789 -46%
LWP
2348
Laurel Wealth Planning
Minnesota
$73K
RA
2349
Rise Advisors
New York
$72K +$508 +7 +0.7%
SPWM
2350
Spartan Planning & Wealth Management
North Carolina
$71K -$47.4K -653 -39%

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.