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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
BC
2201
Barnett & Company
Tennessee
$51K +$14.7K +381 +45%
IF
2202
Ironwood Financial
Arizona
$51K +$16.8K +437 +55%
DSI
2203
Daiwa SB Investments
Japan
$48K -$374K -9,707 -89%
ACA
2204
Atlas Capital Advisors
Wyoming
$47K
BIMC
2205
Benson Investment Management Company
Virginia
$44K
BCM
2206
Brasada Capital Management
Texas
$42K +$39K +1,014 New
LWM
2207
Lenox Wealth Management
Ohio
$41K -$21.1K -547 -36%
NCM
2208
New Capital Management
Texas
$38K +$5.85K +152 +20%
BL
2209
Balentine LLC
Georgia
$36K +$33K +858 New
ST
2210
Sageworth Trust
Pennsylvania
$35K
TCM
2211
TD Capital Management
Tennessee
$34K +$16.5K +429 +111%
CFD
2212
Creative Financial Designs
Indiana
$31K -$143K -3,710 -83%
RCC
2213
Red Cedar Capital
Nebraska
$31K
CWM
2214
Cedar Wealth Management
California
$29K
WCM
2215
Wealthcare Capital Management
Virginia
$29K
IAS
2216
IMA Advisory Services
Colorado
$28K +$7.7K +200 +42%
GWA
2217
Guidant Wealth Advisors
Illinois
$25K
AWMS
2218
Advocacy Wealth Management Services
Georgia
$24K
WAS
2219
Winch Advisory Services
Wisconsin
$21K -$1.77K -46 -8%
TDC
2220
Thompson Davis & Co
Virginia
$20K -$24.4K -633 -57%
OWA
2221
One Wealth Advisors
California
$20K +$2.19K +57 +13%
LBG
2222
Lloyds Banking Group
United Kingdom
$19K
TWMP
2223
Taylor Wealth Management Partners
Massachusetts
$19K +$4.89K +127 +40%
CIM
2224
Contravisory Investment Management
Massachusetts
$18K -$24.4K -635 -60%
CFG
2225
CKW Financial Group
Hawaii
$17K

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.