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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
CA
526
Cullinan Associates
Kentucky
$11M -$96.7K -3,010 -0.9%
BFG
527
Beacon Financial Group
Texas
$10.9M +$2.62M +81,479 +34%
Daiwa Securities Group
528
Daiwa Securities Group
Japan
$10.9M -$121K -3,767 -1%
FBB
529
Fulton Breakefield Broenniman
Maryland
$10.8M -$293K -9,129 -3%
OPCM
530
Osborne Partners Capital Management
California
$10.8M -$149K -4,638 -1%
PNC
531
Park National Corp
Ohio
$10.8M -$636K -19,783 -6%
BIA
532
Barry Investment Advisors
Massachusetts
$10.7M +$1.64K +51 +0%
WTC
533
WhitTier Trust Company
Nevada
$10.7M +$62.3K +1,937 +0.6%
SIC
534
Salem Investment Counselors
North Carolina
$10.6M -$397K -12,358 -4%
BCM
535
Beddow Capital Management
Wyoming
$10.6M -$630K -19,615 -6%
HA
536
Heartland Advisors
Wisconsin
$10.5M +$2.42M +75,411 +32%
ONB
537
Old National Bancorp
Indiana
$10.5M -$2.77M -86,250 -22%
GL
538
GLG LLC
New York
$10.4M -$917K -28,526 -9%
CA
539
Callahan Advisors
Texas
$10.3M +$245K +7,631 +3%
LC
540
Loews Corp
New York
$10.3M -$1.41M -43,772 -13%
CCP
541
Clarkston Capital Partners
Michigan
$10.3M +$188K +5,855 +2%
B
542
Barings
North Carolina
$10.3M +$1.68M +52,278 +21%
SM
543
Seminole Management
New York
$10.3M +$9.73M +302,709 New
CBT
544
Capital Bank & Trust
California
$10.2M +$34K +1,057 +0.4%
FNBOO
545
First National Bank of Omaha
Nebraska
$10.2M -$153K -4,752 -2%
FAAS
546
First Allied Advisory Services
California
$10.2M -$386K -12,023 -4%
GKIM
547
GW&K Investment Management
Massachusetts
$10.2M -$19.3M -599,066 -67%
AF
548
Ally Financial
Michigan
$10.2M -$2.71M -84,320 -22%
FPCM
549
Financial Partners Capital Management
New York
$10.2M +$45.7K +1,422 +0.5%
OI
550
Oakbrook Investments
Illinois
$10.1M -$1.75M -54,597 -15%

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.