Pfizer
PFE
1,861 hedge funds and large institutions have $138B invested in Pfizer in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 719 increasing their positions, 734 reducing their positions, and 61 closing their positions.
226% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 61
17% more funds holding in top 10
Funds holding in top 10: 193 → 225 (+32)
12% more call options, than puts
Call options by funds: $1.79B | Put options by funds: $1.61B
7% more funds holding
Funds holding: 1,743 → 1,861 (+118)
4% more capital invested
Capital invested by funds: $133B → $138B (+$5.09B)
0.4% more ownership
Funds ownership: 73.06% → 73.47% (+0.4%)
2% less repeat investments, than reductions
Existing positions increased: 719 | Existing positions reduced: 734
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$452M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$351M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$297M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$222M |
| 5 |
First Eagle Investment Management
New York
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$2.19B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$380M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$310M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$285M |
| 5 |
O
OppenheimerFunds
New York
|
-$281M |
PFE Hedge Fund Activity: Q4 2014 in Review
1,861 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2014, worth a combined $138B — up 3.8% from $133B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new PFE positions and 61 closed out — a net gain of 138 holders — while 719 added to existing stakes and 734 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $452M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $2.19B sold.
- 1,861 institutional investors held Pfizer (PFE) as of Q4 2014, up from 1,743 in Q3 2014.
- Funds reported $138B of Pfizer stock for Q4 2014, up 3.8% quarter-over-quarter.
- 199 funds opened new Pfizer positions in Q4 2014 and 61 closed out, a net change of +138 holders.
- The largest Pfizer buyer in Q4 2014 was Wellington Management Group, an estimated $452M added.
- The largest Pfizer seller in Q4 2014 was Americafirst Capital Management, an estimated $2.19B sold.
Based on aggregated 13F filings for Q4 2014.