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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
FNT
751
First National Trust
Pennsylvania
$6.32M +$563K +14,618 +11%
SWM
752
Segment Wealth Management
Texas
$6.28M +$12.9K +336 +0.2%
1SB
753
1ST Source Bank
Indiana
$6.27M -$91.6K -2,379 -2%
DHFB
754
Dixon Hubard Feinour & Brown
Virginia
$6.25M +$69.2K +1,797 +1%
SPC
755
Sigma Planning Corp
Michigan
$6.25M -$10.7K -279 -0.2%
MJRIC
756
Mogy Joel R Investment Counsel
California
$6.25M -$12.4K -322 -0.2%
SWM
757
Stockman Wealth Management
Montana
$6.23M -$187K -4,859 -3%
LW
758
Linscomb Wealth
Texas
$6.2M +$17.6K +456 +0.3%
RMAM
759
Raab & Moskowitz Asset Management
New Jersey
$6.19M +$145K +3,761 +3%
OIM
760
Opus Investment Management
Massachusetts
$6.17M -$1.62M -42,160 -22%
FAF
761
Första AP-fonden
Sweden
$6.15M +$4.48M +116,467 +380%
RG
762
Rikoon Group
New Mexico
$6.1M +$14.6K +379 +0.3%
OCM
763
Oakwood Capital Management
California
$6.06M -$86.6K -2,250 -2%
WFMPM
764
Woodley Farra Manion Portfolio Management
Indiana
$6.05M -$146K -3,791 -3%
SHGA
765
Sand Hill Global Advisors
California
$6.05M -$237K -6,162 -4%
DIA
766
Dean Investment Associates
Ohio
$6.04M -$1.6M -41,537 -22%
LNWWM
767
Laird Norton Wetherby Wealth Management
California
$6.04M +$80.6K +2,093 +1%
CB
768
Community Bank
New York
$6.01M -$68.3K -1,774 -1%
SCM
769
Stuyvesant Capital Management
New York
$5.94M -$87.2K -2,266 -2%
BAC
770
Boys Arnold & Co
North Carolina
$5.92M -$72.4K -1,880 -1%
PP
771
Patten & Patten
Tennessee
$5.88M -$133K -3,446 -2%
PCM
772
Princeton Capital Management
New Jersey
$5.87M -$289K -7,513 -5%
WSTAM
773
Wilbanks Smith & Thomas Asset Management
Virginia
$5.87M -$551K -14,306 -9%
OC
774
Oakworth Capital
Alabama
$5.86M -$2.41M -62,712 -31%
RWP
775
RWA Wealth Partners
Massachusetts
$5.85M -$101K -2,634 -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.