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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
SAM
376
Securian Asset Management
Minnesota
$21.6M +$65.9K +2,049 +0.3%
RHBC
377
R.H. Bluestein & Co
Michigan
$21.3M -$5.78M -179,889 -22%
CIP
378
Chartwell Investment Partners
Pennsylvania
$21.3M +$554K +17,228 +3%
SC
379
Stralem & Co
New York
$20.6M -$5.3M -164,909 -21%
ACM
380
Azimuth Capital Management
Michigan
$20.3M +$2.35M +73,049 +14%
SMDAM
381
Sumitomo Mitsui DS Asset Management
Japan
$20.3M -$482K -14,984 -2%
IIM
382
Intact Investment Management
Quebec, Canada
$20.2M -$569K -17,707 -3%
Susquehanna International Group
383
Susquehanna International Group
Pennsylvania
$20.1M -$28.9M -898,880 -60%
BF
384
BOK Financial
Oklahoma
$20M +$234K +7,273 +1%
BAM
385
Berkshire Asset Management
Pennsylvania
$19.9M -$169K -5,260 -0.9%
KBG
386
Kahn Brothers Group
New York
$19.9M -$682K -21,207 -3%
PR
387
Payden & Rygel
California
$19.8M
NMERB
388
New Mexico Educational Retirement Board
New Mexico
$19.8M
DIA
389
Davidson Investment Advisors
Montana
$19.8M +$2.95M +91,697 +19%
FT
390
Fiduciary Trust
Massachusetts
$19.8M -$216K -6,728 -1%
TCM
391
Twin Capital Management
Pennsylvania
$19.8M +$1.47M +45,596 +8%
ANI
392
American National Insurance
Texas
$19.8M
NM
393
Nokota Management
New York
$19.7M -$6.25M -194,331 -25%
CWG
394
C WorldWide Group
Denmark
$19.6M -$705K -21,948 -4%
AII
395
AGF Investments Inc
Ontario, Canada
$19.3M -$6.38M -198,483 -26%
WCM
396
Windward Capital Management
California
$19.2M -$38.4K -1,194 -0.2%
GJIC
397
Gamble Jones Investment Counsel
California
$19.1M -$733K -22,808 -4%
Dodge & Cox
398
Dodge & Cox
California
$18.9M -$1.54M -48,047 -8%
AIA
399
Affinity Investment Advisors
California
$18.9M -$82.2K -2,557 -0.5%
LCM
400
Logan Capital Management
Pennsylvania
$18.7M +$41.4K +1,287 +0.2%

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.