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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
ACK
2451
Andrew C. Karlinski
$3K
CCM
2452
Copeland Capital Management
Pennsylvania
$3K
MBFW
2453
Morton Brown Family Wealth
Pennsylvania
$3K
OLVIG
2454
Oliver Lagore Vanvalin Investment Group
Michigan
$3K
HWP
2455
Highline Wealth Partners
California
$2.84K +$2.9K +40 New
LFA
2456
Legend Financial Advisors
Pennsylvania
$2.35K +$2.39K +33 New
MIM
2457
Macroview Investment Management
Maryland
$2K -$47.2K -650 -96%
RG
2458
Retirement Group
California
$2K -$8.05K -111 -77%
IHWM
2459
Iron Horse Wealth Management
Iowa
$2K -$1.09K -15 -37%
LWA
2460
Lowe Wealth Advisors
Maryland
$2K
WA
2461
WestEnd Advisors
North Carolina
$2K +$73 +1 +4%
EC
2462
EdgeRock Capital
Colorado
$2K +$2.54K +35 New
MOS
2463
MGO One Seven
Ohio
$1.89K +$189K +2,609 +11%
ACM
2464
Absolute Capital Management
Pennsylvania
$1.51K +$1.52K +21 New
NDSI
2465
Newman Dignan & Sheerar Inc
Rhode Island
$1.48K +$9.87K +136 +0.7%
LFA
2466
Level Financial Advisors
New York
$1K +$1.23K +17 New
PWP
2467
Principle Wealth Partners
Connecticut
$903 -$60.4K -832 -6%
AWA
2468
Artemis Wealth Advisors
New York
$498
FHC
2469
First Heartland Consultants
Missouri
$352 -$707K -9,742 -66%
JMF
2470
Johnson Midwest Financial
Iowa
$12 -$653 -9 -5%
Qube Research & Technologies (QRT)
2471
Qube Research & Technologies (QRT)
United Kingdom
-$82.4M -1,070,359 Closed
Renaissance Technologies
2472
Renaissance Technologies
New York
-$63.3M -822,018 Closed
EPFB
2473
Employees Provident Fund Board
Malaysia
-$55.8M -724,371 Closed
CSS
2474
Cubist Systematic Strategies
Connecticut
-$24.2M -333,255 Closed
Twin Tree Management
2475
Twin Tree Management
Texas
-$22.9M -315,799 Closed

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.