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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
351
Jupiter Asset Management
United Kingdom
$24.1M
ADEF
352
Adams Diversified Equity Fund
Maryland
$24M
A
353
AustralianSuper
Australia
$24M -$1.98M -62,713 -8%
AIA
354
Affinity Investment Advisors
California
$24M +$658K +20,858 +3%
Fayez Sarofim & Co
355
Fayez Sarofim & Co
Texas
$23.7M +$1.14M +36,209 +5%
MIH
356
Madison Investment Holdings
Wisconsin
$23.3M -$3.48M -110,237 -13%
FAF
357
Första AP-fonden
Sweden
$23.2M -$2.19M -69,354 -9%
Dodge & Cox
358
Dodge & Cox
California
$23.2M -$2.29M -72,622 -9%
CTC
359
Central Trust Company
Missouri
$23.1M -$683K -21,671 -3%
CIBC World Market
360
CIBC World Market
Ontario, Canada
$23M +$2.28M +72,188 +11%
ACM
361
Argent Capital Management
Missouri
$22.9M +$202K +6,404 +0.9%
KBG
362
Kahn Brothers Group
New York
$22.8M -$6.4M -203,061 -22%
ST
363
Sabal Trust
Florida
$22.8M +$3.53M +111,901 +19%
IIM
364
Intact Investment Management
Quebec, Canada
$22.5M -$4.43M -140,393 -17%
FFIC
365
First Fiduciary Investment Counsel
Ohio
$22.2M -$31.3K -992 -0.1%
CPSAC
366
Chas P. Smith & Associates (CPS)
Florida
$22.2M +$1.96M +62,166 +10%
NIM
367
Nexus Investment Management
Ontario, Canada
$22.1M +$345K +10,951 +2%
Cohen & Steers
368
Cohen & Steers
New York
$21.9M -$2.86M -90,761 -12%
JCM
369
Janney Capital Management
Pennsylvania
$21.9M -$215K -6,813 -1%
OAM
370
Oppenheimer Asset Management
New York
$21.6M +$21M +665,602 New
PSUF
371
People's United Financial
Connecticut
$21.5M -$725K -22,998 -3%
DIA
372
Dana Investment Advisors
Wisconsin
$21.5M -$1.25M -39,726 -6%
LTFS
373
Ladenburg Thalmann Financial Services
Florida
$21.3M -$943K -29,903 -4%
SF
374
Synovus Financial
Georgia
$21.2M +$252K +7,980 +1%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$21.1M +$1.51M +47,955 +8%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.