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2,040 hedge funds and large institutions have $151B invested in Pfizer in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 823 increasing their positions, 901 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.23B

16% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 69

8% more funds holding in top 10

Funds holding in top 10: 164177 (+13)

8% more capital invested

Capital invested by funds: $141B → $151B (+$10.6B)

1.16% more ownership

Funds ownership: 73.89%75.05% (+1.2%)

0% less funds holding

Funds holding: 2,0492,040 (-9)

9% less repeat investments, than reductions

Existing positions increased: 823 | Existing positions reduced: 901

Holders
2,040
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
50.86%
Holding in Top 10
177
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+7.93%
% of All Funds
4.41%
New
80
Increased
823
Reduced
901
Closed
69
Calls
$1.45B
Puts
$1.23B
Net Calls
+$218M
Net Calls Change
+$362M
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
326
Vaughan David Investments
Illinois
$27M -$171K -5,318 -0.7%
Creative Planning
327
Creative Planning
Kansas
$26.6M +$189K +5,894 +0.8%
WT
328
Whittier Trust
California
$26.6M +$538K +16,749 +2%
SBH
329
Segall Bryant & Hamill
Illinois
$26.4M -$1.09M -33,958 -4%
DRZID
330
DePrince Race & Zollo Inc (DRZ)
Florida
$26.2M +$24.9M +773,669 New
TAF
331
Tredje AP-fonden
Sweden
$26.2M +$288K +8,950 +1%
SOADOR
332
State of Alaska Department of Revenue
Alaska
$25.9M +$1.25M +38,903 +5%
MOACM
333
Mutual of America Capital Management
New York
$25.9M -$76.1K -2,368 -0.3%
PA
334
Pinnacle Associates
New York
$25.9M -$1.31M -40,870 -5%
CS
335
Candriam SCA
Luxembourg
$25.6M +$16.8M +522,702 +225%
JAFL
336
Jay A. Fishman Ltd
Michigan
$25.3M -$843K -26,226 -3%
OCAM
337
Onex Canada Asset Management
Ontario, Canada
$25.2M -$2.56M -79,528 -10%
ADEF
338
Adams Diversified Equity Fund
Maryland
$25.1M
AIMCA
339
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25M +$403K +12,542 +2%
OAM
340
Oppenheimer Asset Management
New York
$24.9M +$2.34M +72,939 +11%
PG
341
Pendal Group
Australia
$24.9M +$7.3M +227,286 +45%
Cohen & Steers
342
Cohen & Steers
New York
$24.8M +$1.85M +57,682 +9%
B
343
BP
United Kingdom
$24.8M
AAF
344
Andra AP-fonden
Sweden
$24.5M +$871K +27,099 +4%
OC
345
Oppenheimer & Co
New York
$24.5M -$1.07M -33,423 -4%
Fayez Sarofim & Co
346
Fayez Sarofim & Co
Texas
$24.3M -$66.4K -2,065 -0.3%
AB
347
Amalgamated Bank
New York
$24.3M +$426K +13,270 +2%
ASC
348
Atalanta Sosnoff Capital
New York
$24.3M -$447K -13,910 -2%
JG
349
Jefferies Group
New York
$24.2M +$22.1M +687,567 +2,478%
HIM
350
Hermes Investment Management
United Kingdom
$24.2M +$3.82M +118,840 +20%

PFE Hedge Fund Activity: Q3 2017 in Review

2,040 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q3 2017, worth a combined $151B — up 7.5% from $141B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PFE positions and 69 closed out — a net gain of 11 holders — while 823 added to existing stakes and 901 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was State Street, cutting an estimated $249M.

  • 2,040 institutional investors held Pfizer (PFE) as of Q3 2017, down from 2,049 in Q2 2017.
  • Funds reported $151B of Pfizer stock for Q3 2017, up 7.5% quarter-over-quarter.
  • 80 funds opened new Pfizer positions in Q3 2017 and 69 closed out, a net change of +11 holders.
  • The largest Pfizer buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Pfizer seller in Q3 2017 was State Street, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2017.