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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
CFSG
651
Community Financial Services Group
Vermont
$6.92M +$80.6K +2,556 +1%
Handelsbanken Fonder
652
Handelsbanken Fonder
Sweden
$6.9M -$1.66M -52,700 -20%
FCBT
653
First Citizens Bank & Trust
North Carolina
$6.89M -$5.49M -174,066 -45%
GT
654
Glenview Trust
Kentucky
$6.87M +$285K +9,028 +4%
FPCG
655
Fort Pitt Capital Group
Pennsylvania
$6.84M +$80K +2,538 +1%
GIM
656
Goelzer Investment Management
Indiana
$6.81M +$2.81K +89 +0%
NRS
657
Neville Rodie & Shaw
New York
$6.77M -$121K -3,836 -2%
CFA
658
Carroll Financial Associates
North Carolina
$6.77M +$1.66M +52,747 +34%
SGAM
659
Steinberg Global Asset Management
Florida
$6.77M -$796K -25,231 -11%
CCM
660
Catawba Capital Management
Virginia
$6.72M +$68.3K +2,165 +1%
GT
661
Greenleaf Trust
Michigan
$6.68M +$413K +13,114 +7%
KPCM
662
Kings Point Capital Management
New York
$6.68M -$313K -9,919 -5%
EWM
663
Endurance Wealth Management
Rhode Island
$6.67M -$51.7K -1,640 -0.8%
FAB
664
First American Bank
Illinois
$6.66M +$420K +13,311 +7%
VV
665
Verity & Verity
South Carolina
$6.65M +$763K +24,189 +13%
CIA
666
CCM Investment Advisers
South Carolina
$6.64M +$514K +16,296 +9%
CA
667
Cornerstone Advisors
North Carolina
$6.63M
SCM
668
Salem Capital Management
Massachusetts
$6.62M -$339K -10,751 -5%
AI
669
Atria Investments
North Carolina
$6.62M +$962K +30,508 +18%
PVH
670
Psagot Value Holdings
Israel
$6.61M -$90.5K -2,869 -1%
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$6.57M +$796K +25,244 +14%
GI
672
Gradient Investments
Minnesota
$6.56M +$902K +28,617 +16%
OC
673
Oakworth Capital
Alabama
$6.56M +$820K +25,994 +15%
CAM
674
Capstone Asset Management
Texas
$6.53M +$24.9K +791 +0.4%
CIA
675
Choate Investment Advisors
Massachusetts
$6.53M +$27.6K +875 +0.4%

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.