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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
LFASL
2401
Lugano Financial Advisors SA (LFA)
Switzerland
$28K
NMG
2402
New Millennium Group
Utah
$27K -$1.52K -21 -5%
CA
2403
Centerpoint Advisors
Massachusetts
$27K
JIR
2404
James Investment Research
Ohio
$25K -$10.9K -150 -30%
IWP
2405
IAG Wealth Partners
Wisconsin
$25K -$363 -5 -1%
RDIA
2406
RE Dickinson Investment Advisors
Iowa
$25K
CWM
2407
Castle Wealth Management
Florida
$24K
FWA
2408
FSC Wealth Advisors
New York
$24K
LPP
2409
Life Planning Partners
Florida
$23.4K
BBPWM
2410
Blue Bell Private Wealth Management
Pennsylvania
$23K
NC
2411
NewSquare Capital
Pennsylvania
$22K +$15.8K +218 +256%
FPFS
2412
First Personal Financial Services
North Carolina
$21K -$8.71K -120 -29%
HI
2413
Hoey Investments
Pennsylvania
$21K
UCB
2414
United Community Bank
South Carolina
$20.8K +$21.3K +293 New
BSWA
2415
Bromfield Sneider Wealth Advisors
Massachusetts
$20K
SC
2416
Schubert & Co
Texas
$18K -$5.8K -80 -24%
MWA
2417
Miller Wealth Advisors
Colorado
$18K
RBC
2418
Roble Belko & Company
Pennsylvania
$18K
FFA
2419
Fairfield Financial Advisors
Massachusetts
$17.1K +$73 +1 +0.4%
UFF
2420
USA Financial Formulas
Michigan
$17K +$14.5K +200 +500%
SWM
2421
Stapp Wealth Management
Washington
$17K +$17.8K +246 New
SFCL
2422
Strengthening Families & Communities LLC
Massachusetts
$16K -$356K -4,912 -95%
PCTC
2423
Perkins Coie Trust Company
Washington
$15K
WIM
2424
Westside Investment Management
California
$14.7K -$71.5K -985 -12%
KFS
2425
Kelly Financial Services
Massachusetts
$14.7K +$73 +1 +0.5%

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.