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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
FCMT
2351
Founders Capital Management (Texas)
Texas
$71K
BHWM
2352
Bay Harbor Wealth Management
Maryland
$70K +$71.8K +990 New
FCT
2353
First Community Trust
Iowa
$69K -$21K -290 -23%
CFG
2354
CKW Financial Group
Hawaii
$68K
EARNEST Partners
2355
EARNEST Partners
Georgia
$67K
LTI
2356
Laffer Tengler Investments
Tennessee
$66.1K
DI
2357
Disciplined Investments
Oklahoma
$65K -$2.76K -38 -4%
TFP
2358
Tilia Fiduciary Partners
North Carolina
$65K +$363 +5 +0.5%
TFGT
2359
TS Financial Group (TSFG)
Illinois
$63K -$22.9K -316 -26%
BCPWM
2360
Bradley & Co Private Wealth Management
Florida
$62K
FP
2361
Financial Perspectives
Minnesota
$61.1K
BIA
2362
Bell Investment Advisors
California
$61K -$26.3K -362 -30%
PWS
2363
Paragon Wealth Strategies
Florida
$60K +$61.6K +849 New
IRC
2364
Investors Research Corp
Georgia
$56K
SIC
2365
SJS Investment Consulting
Ohio
$56K +$57.1K +787 New
GWA
2366
Gibson Wealth Advisors
Texas
$55K
HC
2367
Hoese & Co
Minnesota
$55K
SC
2368
Seldon Capital
California
$53K
CCA
2369
Column Capital Advisors
Indiana
$50K
CH
2370
Canton Hathaway
Rhode Island
$49K -$36.3K -500 -42%
GAG
2371
Goodman Advisory Group
Massachusetts
$46K
TF
2372
TimeScale Financial
Massachusetts
$46K
HWM
2373
HighMark Wealth Management
Minnesota
$45K
TC
2374
Tacita Capital
Ontario, Canada
$45K
PI
2375
PFS Investments
Georgia
$43.7K +$6.4M +88,164 +17%

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.