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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
CCT
526
Country Club Trust
Missouri
$10.5M -$15.8K -500 -0.2%
11A
527
10-15 Associates
New York
$10.5M +$559K +17,721 +6%
BCM
528
Boltwood Capital Management
California
$10.5M -$204K -6,482 -2%
OPCM
529
Osborne Partners Capital Management
California
$10.4M -$116K -3,689 -1%
KFC
530
Klingenstein Fields & Co
New York
$10.3M -$48.4K -1,535 -0.5%
BIA
531
Barry Investment Advisors
Massachusetts
$10.3M -$183K -5,808 -2%
HCM
532
Highbridge Capital Management
New York
$10.3M +$9.97M +316,200 New
FM
533
Foster & Motley
Ohio
$10.2M +$316K +10,014 +3%
SAM
534
Strategy Asset Managers
California
$10.2M -$25.7K -816 -0.3%
TU
535
TDAM USA
Ontario, Canada
$10.1M +$690K +21,878 +8%
SIC
536
Salem Investment Counselors
North Carolina
$10.1M -$1.27M -40,202 -11%
FNBOO
537
First National Bank of Omaha
Nebraska
$10.1M +$1.06M +33,720 +12%
RIL
538
Rothschild Investment LLC
Illinois
$10.1M +$137K +4,360 +1%
MSU
539
Mizuho Securities USA
New York
$10.1M -$15.4M -488,676 -61%
CFB
540
Cullen/Frost Bankers
Texas
$9.96M -$445K -14,112 -4%
WTC
541
WhitTier Trust Company
Nevada
$9.95M +$2.02K +64 +0%
OSAM
542
O'Shaughnessy Asset Management
Connecticut
$9.93M +$4.64M +147,064 +93%
CB
543
Chemical Bank
Michigan
$9.88M -$555K -17,602 -5%
CA
544
Cullinan Associates
Kentucky
$9.87M -$596K -18,910 -6%
HEIP
545
Hudson Edge Investment Partners
New Jersey
$9.85M +$53.5K +1,697 +0.6%
CC
546
Colrain Capital
Massachusetts
$9.81M -$4.48M -141,971 -32%
FPCM
547
Financial Partners Capital Management
New York
$9.79M -$492K -15,590 -5%
NA
548
Neuburgh Advisers
California
$9.76M +$2.8M +88,765 +42%
AF
549
Ally Financial
Michigan
$9.75M
FAAS
550
First Allied Advisory Services
California
$9.73M +$165K +5,234 +2%

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.