Bristol-Myers Squibb
BMY
2,603 hedge funds and large institutions have $114B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 1,009 increasing their positions, 964 reducing their positions, and 87 closing their positions.
203% more first-time investments, than exits
New positions opened: 264 | Existing positions closed: 87
24% more call options, than puts
Call options by funds: $2.26B | Put options by funds: $1.82B
5% more funds holding
Funds holding: 2,473 → 2,603 (+130)
5% more repeat investments, than reductions
Existing positions increased: 1,009 | Existing positions reduced: 964
2% less capital invested
Capital invested by funds: $116B → $114B (-$2.21B)
1.98% less ownership
Funds ownership: 76.67% → 74.7% (-2%)
33% less funds holding in top 10
Funds holding in top 10: 114 → 76 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$440M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$274M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$229M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$215M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.84B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$813M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$449M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$382M |
| 5 |
N
Natixis
Paris,
France
|
-$347M |
BMY Hedge Fund Activity: Q4 2022 in Review
2,603 of the 6,238 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2022, worth a combined $114B — down 1.9% from $116B a quarter earlier.
Buyers outnumbered sellers: 264 funds opened new BMY positions and 87 closed out — a net gain of 177 holders — while 1,009 added to existing stakes and 964 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $440M. The largest seller was Wellington Management Group, cutting an estimated $1.84B.
- 2,603 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2022, up from 2,473 in Q3 2022.
- Funds reported $114B of Bristol-Myers Squibb stock for Q4 2022, down 1.9% quarter-over-quarter.
- 264 funds opened new Bristol-Myers Squibb positions in Q4 2022 and 87 closed out, a net change of +177 holders.
- The largest Bristol-Myers Squibb buyer in Q4 2022 was Morgan Stanley, an estimated $440M added.
- The largest Bristol-Myers Squibb seller in Q4 2022 was Wellington Management Group, an estimated $1.84B sold.
Based on aggregated 13F filings for Q4 2022.