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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
APW
2426
Acima Private Wealth
Virginia
$14.2K
HF
2427
Halpern Financial
Virginia
$14.2K
MCA
2428
Maryland Capital Advisors
Maryland
$14K
SAM
2429
Strategic Asset Management
Minnesota
$14K
ARIS
2430
Advanced Research Investment Solutions
California
$13K
SMG
2431
Spectrum Management Group
Indiana
$13K
EA
2432
Evolution Advisers
Virginia
$12K -$16K -220 -55%
SC
2433
Sawyer & Company
Massachusetts
$12K -$7.25K -100 -38%
MAWCM
2434
Mine & Arao Wealth Creation & Management
California
$12K +$9.36K +129 +287%
CMA
2435
Cedar Mountain Advisors
Oregon
$11K
LWP
2436
Lumature Wealth Partners
Georgia
$11K
FGAM
2437
Financial Gravity Asset Management
Texas
$9.63K -$136K -1,868 -48%
SFO
2438
Standard Family Office
South Dakota
$9K +$8.71K +120 New
FA
2439
Financial Avengers
California
$8K
TAM
2440
Tucker Asset Management
Colorado
$7.44K +$363 +5 +5%
PFA
2441
Professional Financial Advisors
Nebraska
$7K
SFA
2442
Semmax Financial Advisors
North Carolina
$7K
KA
2443
Kozak & Associates
Colorado
$7K +$73 +1 +1%
MS
2444
Mizuho Securities
Japan
$7K +$145 +2 +2%
CQS
2445
Credential Qtrade Securities
$6.04K +$6.17K +85 New
AIM
2446
Axiom Investment Management
New York
$6K +$6.24K +86 New
WWMSC
2447
Wagner Wealth Management (South Carolina)
South Carolina
$5K -$169K -2,326 -97%
CTB
2448
Country Trust Bank
Illinois
$5K
WCMN
2449
Westchester Capital Management (Nebraska)
Nebraska
$5K
BIM
2450
Baldwin Investment Management
Pennsylvania
$4.59K -$385K -5,301 -8%

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.