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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
BWM
1626
Biltmore Wealth Management
Arizona
$850K -$94.3K -2,450 -11%
WA
1627
WealthTrust-Arizona
Arizona
$850K -$10.5K -273 -1%
SWA
1628
Sutton Wealth Advisors
Florida
$848K -$42.2K -1,096 -5%
WCM
1629
Whitener Capital Management
North Carolina
$848K +$12.2K +317 +2%
RPA
1630
Rock Point Advisors
Vermont
$845K -$63.9K -1,660 -8%
SBA
1631
Secrest Blakey & Associates
North Carolina
$845K -$12.3K -319 -2%
EIA
1632
Edgemoor Investment Advisors
Maryland
$844K -$12.2K -316 -2%
PGA
1633
Portland Global Advisors
Maine
$843K -$62.3K -1,618 -7%
PV
1634
Private Vista
Illinois
$841K -$53.8K -1,398 -6%
MMPW
1635
Mitchell McLeod Pugh & Williams
Alabama
$838K -$539 -14 -0.1%
TSS
1636
Two Sigma Securities
New York
$836K -$1.19M -30,997 -61%
HA
1637
Harbor Advisors
Florida
$836K
MIM
1638
Montgomery Investment Management
Maryland
$836K
SSW
1639
Smith Shellnut Wilson
Mississippi
$835K +$769K +19,974 New
SXL
1640
Summit X LLC
Missouri
$834K -$23.8K -618 -3%
KSA
1641
Ken Stern & Associates
California
$833K +$115 +3 +0%
NFG
1642
Next Financial Group
Texas
$826K -$345K -8,969 -31%
BA
1643
Birinyi Associates
Connecticut
$826K -$10.1K -263 -1%
SIM
1644
Sterling Investment Management
Arizona
$824K -$7.54K -196 -1%
SMFS
1645
Squar Milner Financial Services
California
$821K -$259K -6,737 -26%
PTB
1646
Pioneer Trust Bank
Oregon
$818K -$13K -338 -2%
PFS
1647
Physicians Financial Services
North Carolina
$813K -$4.08K -106 -0.5%
AP
1648
Atwood & Palmer
Missouri
$813K -$2.81K -73 -0.4%
HCM
1649
Highlander Capital Management
New Jersey
$811K -$10.1K -263 -1%
OCG
1650
Opus Capital Group
Ohio
$810K -$72.6K -1,887 -9%

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.