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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
CCC
601
Cincinnati Casualty Company
Ohio
$8.09M
PCM
602
Parsons Capital Management
Rhode Island
$8.07M -$77.8K -2,467 -1%
RWA
603
Ropes Wealth Advisors
Massachusetts
$8.04M +$363K +11,519 +5%
FCM
604
Flinton Capital Management
Pennsylvania
$8.04M +$2.3M +73,101 +42%
GXMC
605
Global X Management Company
New York
$8.02M +$7.58M +240,309 +3,555%
CIA
606
Capital Investment Advisors
Georgia
$8.01M +$1.31M +41,413 +20%
MBTD
607
Mechanics Bank - Trust Department
California
$7.93M -$95.7K -3,036 -1%
PMG
608
ProVise Management Group
Florida
$7.88M +$203K +6,431 +3%
NB
609
NBT Bank
New York
$7.85M -$33.4K -1,059 -0.4%
CRB
610
Chad R. Baker
$7.84M
CA
611
Continental Advisors
Utah
$7.82M
HA
612
Heartland Advisors
Wisconsin
$7.77M -$298K -9,443 -4%
CIS
613
Connors Investor Services
Pennsylvania
$7.77M +$851 +27 +0%
MAA
614
Matrix Asset Advisors
New York
$7.72M +$659K +20,902 +10%
BPB
615
Badgley, Phelps & Bell
Washington
$7.71M +$8.36K +265 +0.1%
HI
616
Honeywell International
North Carolina
$7.7M -$37.5M -1,189,017 -83%
GCC
617
Guardian Capital (Canada)
Ontario, Canada
$7.67M -$38.9K -1,235 -0.5%
BCMNY
618
Buckingham Capital Management (New York)
New York
$7.67M +$3.18M +100,762 +74%
BFG
619
Beacon Financial Group
Texas
$7.66M +$23.1K +732 +0.3%
ECM
620
Endurant Capital Management
California
$7.54M +$2.71M +85,796 +59%
CVM
621
Cheviot Value Management
California
$7.52M +$240K +7,620 +3%
ECM
622
ETrade Capital Management
Virginia
$7.48M +$920K +29,193 +15%
TBA
623
Tower Bridge Advisors
Pennsylvania
$7.47M +$3.66K +116 +0.1%
SBWIC
624
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.44M
CF
625
CNA Financial
Illinois
$7.41M +$1.7M +54,001 +31%

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.