Bristol-Myers Squibb
BMY
2,540 hedge funds and large institutions have $127B invested in Bristol-Myers Squibb in 2022 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 967 increasing their positions, 1,064 reducing their positions, and 94 closing their positions.
64% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 94
56% more funds holding in top 10
Funds holding in top 10: 85 → 133 (+48)
29% more call options, than puts
Call options by funds: $2.49B | Put options by funds: $1.93B
6% more capital invested
Capital invested by funds: $119B → $127B (+$7.63B)
1% more funds holding
Funds holding: 2,515 → 2,540 (+25)
0.57% more ownership
Funds ownership: 76.76% → 77.33% (+0.57%)
9% less repeat investments, than reductions
Existing positions increased: 967 | Existing positions reduced: 1,064
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.4B |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$1.16B |
| 3 |
Morgan Stanley
New York
|
+$655M |
| 4 |
N
Natixis
Paris,
France
|
+$372M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$370M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$659M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$515M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$291M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$244M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$202M |
BMY Hedge Fund Activity: Q2 2022 in Review
2,540 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q2 2022, worth a combined $127B — up 6.4% from $119B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new BMY positions and 94 closed out — a net gain of 60 holders — while 967 added to existing stakes and 1,064 trimmed.
The largest buyer was Bank of America, adding an estimated $1.4B. The largest seller was Dodge & Cox, cutting an estimated $659M.
- 2,540 institutional investors held Bristol-Myers Squibb (BMY) as of Q2 2022, up from 2,515 in Q1 2022.
- Funds reported $127B of Bristol-Myers Squibb stock for Q2 2022, up 6.4% quarter-over-quarter.
- 154 funds opened new Bristol-Myers Squibb positions in Q2 2022 and 94 closed out, a net change of +60 holders.
- The largest Bristol-Myers Squibb buyer in Q2 2022 was Bank of America, an estimated $1.4B added.
- The largest Bristol-Myers Squibb seller in Q2 2022 was Dodge & Cox, an estimated $659M sold.
Based on aggregated 13F filings for Q2 2022.