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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
Capstone Investment Advisors
2376
Capstone Investment Advisors
New York
$43K +$43.5K +600 New
AWM
2377
Abound Wealth Management
Tennessee
$42K +$42.9K +591 New
CFD
2378
Creative Financial Designs
Indiana
$41K -$5.73K -79 -12%
SA
2379
SRH Advisors
Kansas
$41K
LCM
2380
Laurion Capital Management
New York
$41K +$41.3K +570 New
MFA
2381
McClarren Financial Advisors
Pennsylvania
$41K +$42.7K +588 New
HWMA
2382
Heritage Wealth Management (Arizona)
Arizona
$39K -$2.18K -30 -5%
WPWM
2383
Western Pacific Wealth Management
Illinois
$38K +$35.7K +492 +879%
CWM
2384
Cedar Wealth Management
California
$37K -$1.45K -20 -4%
CCM
2385
Cribstone Capital Management
Maine
$37K
GWMI
2386
Guardian Wealth Management (Illinois)
Illinois
$37K +$218 +3 +0.6%
WAS
2387
Winch Advisory Services
Wisconsin
$36K
CIR
2388
Clear Investment Research
Georgia
$36K +$36.3K +500 New
ASBI
2389
American State Bank (Iowa)
Iowa
$35.5K
SIM
2390
Studio Investment Management
Illinois
$35.5K
WAM
2391
Worth Asset Management
Texas
$35K -$1.25M -17,197 -97%
TCM
2392
Tanaka Capital Management
New York
$35K
PP
2393
PFS Partners
New Jersey
$34.4K
Baillie Gifford & Co
2394
Baillie Gifford & Co
United Kingdom
$33K -$2.18K -30 -6%
CAM
2395
Costello Asset Management
Pennsylvania
$32K
PP
2396
PrairieView Partners
Minnesota
$32K +$218 +3 +0.7%
PPWM
2397
PFG Private Wealth Management
Florida
$32K +$3.7K +51 +13%
CLOS
2398
Compagnie Lombard Odier SCmA
Switzerland
$31K -$94.3K -1,300 -75%
UIA
2399
Ulland Investment Advisors
Minnesota
$31K
KIG
2400
Kessler Investment Group
Indiana
$28K

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.