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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
PCM
676
Palisade Capital Management
New Jersey
$6.52M -$1.88M -59,680 -23%
PP
677
Patten & Patten
Tennessee
$6.5M -$142K -4,517 -2%
BAAM
678
Baker Avenue Asset Management
California
$6.47M -$137K -4,345 -2%
SCM
679
Shelton Capital Management
Colorado
$6.46M +$1.03M +32,642 +20%
PCA
680
Private Capital Advisors
Connecticut
$6.44M +$150K +4,743 +2%
OIM
681
Opus Investment Management
Massachusetts
$6.43M
WG
682
Winton Group
United Kingdom
$6.43M +$280K +8,867 +5%
MA
683
Montag & Associates
Georgia
$6.4M -$135K -4,285 -2%
KCM
684
Kanawha Capital Management
Virginia
$6.39M +$71.3K +2,263 +1%
NIT
685
NumerixS Investment Technologies
British Columbia, Canada
$6.36M +$6.18M +195,972 New
TAM
686
Tyers Asset Management
Texas
$6.32M +$1.81M +57,437 +42%
BCM
687
Birmingham Capital Management
Alabama
$6.27M +$111K +3,511 +2%
JG
688
Jefferies Group
New York
$6.25M -$12.4M -393,805 -67%
BOTW
689
Bank of the West
California
$6.24M +$598K +18,977 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
690
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.23M -$114M -3,627,130 -95%
KFP
691
Keystone Financial Planning
Ohio
$6.22M +$103K +3,279 +2%
EM
692
Excalibur Management
Massachusetts
$6.21M +$77.4K +2,454 +1%
MC
693
Moors & Cabot
Massachusetts
$6.19M -$445K -14,101 -7%
AF
694
Alerus Financial
North Dakota
$6.19M +$171K +5,413 +3%
ACM
695
Advisors Capital Management
New Jersey
$6.18M +$529K +16,780 +10%
SLI
696
Sumitomo Life Insurance
Japan
$6.18M -$1.33M -42,053 -18%
BFIC
697
Bedell Frazier Investment Counselling
California
$6.18M +$6M +190,319 New
AC
698
Allstate Corporation
Illinois
$6.17M -$4.69M -148,702 -44%
FFBTD
699
First Financial Bank - Trust Division
Ohio
$6.17M +$2.62K +83 +0%
WCMN
700
Westchester Capital Management (Nebraska)
Nebraska
$6.14M +$63.8K +2,023 +1%

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.