Bristol-Myers Squibb
BMY
2,542 hedge funds and large institutions have $111B invested in Bristol-Myers Squibb in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 1,050 increasing their positions, 1,013 reducing their positions, and 137 closing their positions.
55% more call options, than puts
Call options by funds: $1.6B | Put options by funds: $1.03B
1.73% more ownership
Funds ownership: 74.7% → 76.43% (+1.7%)
4% more repeat investments, than reductions
Existing positions increased: 1,050 | Existing positions reduced: 1,013
3% less capital invested
Capital invested by funds: $114B → $111B (-$3.28B)
6% less first-time investments, than exits
New positions opened: 129 | Existing positions closed: 137
2% less funds holding
Funds holding: 2,602 → 2,542 (-60)
11% less funds holding in top 10
Funds holding in top 10: 76 → 68 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$614M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$335M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$302M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$272M |
| 5 |
BlackRock
New York
|
+$201M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$692M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$303M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$191M |
| 4 |
Janus Henderson Group
London,
|
-$170M |
| 5 |
Morgan Stanley
New York
|
-$145M |
BMY Hedge Fund Activity: Q1 2023 in Review
2,542 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q1 2023, worth a combined $111B — down 2.9% from $114B a quarter earlier.
Sellers outnumbered buyers: 137 funds closed out of BMY and 129 opened new positions — a net loss of 8 holders — while 1,013 trimmed existing stakes and 1,050 added.
The largest buyer was Capital International Investors, adding an estimated $614M. The largest seller was Fidelity Investments, cutting an estimated $692M.
- 2,542 institutional investors held Bristol-Myers Squibb (BMY) as of Q1 2023, down from 2,602 in Q4 2022.
- Funds reported $111B of Bristol-Myers Squibb stock for Q1 2023, down 2.9% quarter-over-quarter.
- 129 funds opened new Bristol-Myers Squibb positions in Q1 2023 and 137 closed out, a net change of -8 holders.
- The largest Bristol-Myers Squibb buyer in Q1 2023 was Capital International Investors, an estimated $614M added.
- The largest Bristol-Myers Squibb seller in Q1 2023 was Fidelity Investments, an estimated $692M sold.
Based on aggregated 13F filings for Q1 2023.