Bristol-Myers Squibb
BMY
2,389 hedge funds and large institutions have $91.2B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 782 increasing their positions, 1,186 reducing their positions, and 182 closing their positions.
28% more call options, than puts
Call options by funds: $2.31B | Put options by funds: $1.8B
0.81% less ownership
Funds ownership: 75.98% → 75.17% (-0.81%)
4% less funds holding
Funds holding: 2,483 → 2,389 (-94)
5% less funds holding in top 10
Funds holding in top 10: 44 → 42 (-2)
11% less capital invested
Capital invested by funds: $102B → $91.2B (-$11B)
34% less repeat investments, than reductions
Existing positions increased: 782 | Existing positions reduced: 1,186
35% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$291M |
| 2 |
Jane Street
New York
|
+$193M |
| 3 |
D.E. Shaw & Co
New York
|
+$148M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$135M |
| 5 |
Morgan Stanley
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$403M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$245M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$228M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$224M |
| 5 |
State Street
Boston,
Massachusetts
|
-$190M |
BMY Hedge Fund Activity: Q3 2023 in Review
2,389 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q3 2023, worth a combined $91.2B — down 11% from $102B a quarter earlier.
Sellers outnumbered buyers: 182 funds closed out of BMY and 118 opened new positions — a net loss of 64 holders — while 1,186 trimmed existing stakes and 782 added.
The largest buyer was Two Sigma Advisers, adding an estimated $291M. The largest seller was JP Morgan Chase, cutting an estimated $403M.
- 2,389 institutional investors held Bristol-Myers Squibb (BMY) as of Q3 2023, down from 2,483 in Q2 2023.
- Funds reported $91.2B of Bristol-Myers Squibb stock for Q3 2023, down 11% quarter-over-quarter.
- 118 funds opened new Bristol-Myers Squibb positions in Q3 2023 and 182 closed out, a net change of -64 holders.
- The largest Bristol-Myers Squibb buyer in Q3 2023 was Two Sigma Advisers, an estimated $291M added.
- The largest Bristol-Myers Squibb seller in Q3 2023 was JP Morgan Chase, an estimated $403M sold.
Based on aggregated 13F filings for Q3 2023.