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2,256 hedge funds and large institutions have $185B invested in Pfizer in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 812 increasing their positions, 1,073 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 56

48% more funds holding in top 10

Funds holding in top 10: 176260 (+84)

22% more capital invested

Capital invested by funds: $152B → $185B (+$33.8B)

15% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.14B

2% more funds holding

Funds holding: 2,2042,256 (+52)

0.02% more ownership

Funds ownership: 75.69%75.71% (+0.02%)

24% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,073

Holders
2,256
Holders Change
+52
Holders Change %
+2.36%
% of All Funds
51.58%
Holding in Top 10
260
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+47.73%
% of All Funds
5.94%
New
126
Increased
812
Reduced
1,073
Closed
56
Calls
$1.32B
Puts
$1.14B
Net Calls
+$176M
Net Calls Change
+$226M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
SouthState Corp
Florida
$11.4M +$301K +7,815 +3%
CIS
552
Connors Investor Services
Pennsylvania
$11.2M +$309K +8,026 +3%
VV
553
Verity & Verity
South Carolina
$11.1M +$27.6K +718 +0.3%
CA
554
Cullinan Associates
Kentucky
$11.1M -$967K -25,131 -9%
GT
555
Greenleaf Trust
Michigan
$11.1M +$1M +26,086 +11%
SC
556
Stralem & Co
New York
$11.1M -$1.08M -27,984 -10%
KRS
557
Kentucky Retirement Systems
Kentucky
$11M +$51.9K +1,349 +0.5%
WSFS
558
Wilmington Savings Fund Society
Delaware
$10.9M -$5.54K -144 -0.1%
BOTW
559
Bank of the West
California
$10.8M -$73.5K -1,909 -0.7%
OA
560
Oxbow Advisors
Texas
$10.8M -$172K -4,473 -2%
ECM
561
ETrade Capital Management
Virginia
$10.8M +$523K +13,580 +6%
PWM
562
Patriot Wealth Management
Texas
$10.7M +$206K +5,344 +2%
Koshinski Asset Management
563
Koshinski Asset Management
Illinois
$10.7M +$4.79M +124,339 +94%
SBIA
564
Sheaff Brock Investment Advisors
Indiana
$10.7M -$222K -5,771 -2%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$10.6M +$1.94M +50,463 +25%
FA
566
FDx Advisors
Illinois
$10.6M -$116K -3,012 -1%
PGFC
567
Peapack-Gladstone Financial Corp
New Jersey
$10.6M +$167K +4,331 +2%
PMG
568
ProVise Management Group
Florida
$10.6M -$139K -3,621 -1%
RIL
569
Rothschild Investment LLC
Illinois
$10.6M -$41.3K -1,074 -0.4%
ATC
570
Argent Trust Co
Tennessee
$10.5M -$38.3K -996 -0.4%
RBA
571
Richard Bernstein Advisors
New York
$10.5M +$7.22M +187,559 +291%
RMC
572
Resources Management Corp
Connecticut
$10.5M +$9.65M +250,553 New
IA
573
IFP Advisors
Florida
$10.4M -$586K -15,213 -6%
CCC
574
Cincinnati Casualty Company
Ohio
$10.4M
CB
575
Chemical Bank
Michigan
$10.4M -$193K -5,020 -2%

PFE Hedge Fund Activity: Q3 2018 in Review

2,256 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2018, worth a combined $185B — up 22% from $152B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new PFE positions and 56 closed out — a net gain of 70 holders — while 812 added to existing stakes and 1,073 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.92B. The largest seller was Franklin Resources, cutting an estimated $460M.

  • 2,256 institutional investors held Pfizer (PFE) as of Q3 2018, up from 2,204 in Q2 2018.
  • Funds reported $185B of Pfizer stock for Q3 2018, up 22% quarter-over-quarter.
  • 126 funds opened new Pfizer positions in Q3 2018 and 56 closed out, a net change of +70 holders.
  • The largest Pfizer buyer in Q3 2018 was Capital World Investors, an estimated $1.92B added.
  • The largest Pfizer seller in Q3 2018 was Franklin Resources, an estimated $460M sold.

Based on aggregated 13F filings for Q3 2018.