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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
HVIA
701
Hudson Valley Investment Advisors
New York
$6M -$95.8K -2,980 -2%
MWAC
702
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.98M +$353K +10,980 +7%
WWM
703
Willingdon Wealth Management
North Carolina
$5.98M +$3.4M +105,711 +149%
HC
704
Hourglass Capital
Texas
$5.98M +$14.2K +442 +0.3%
II
705
IFM Investors
Australia
$5.98M +$104K +3,228 +2%
GCA
706
Greenwood Capital Associates
South Carolina
$5.96M -$141K -4,391 -2%
CCM
707
Covington Capital Management
California
$5.95M +$286K +8,903 +5%
CIC
708
Canal Insurance Company
South Carolina
$5.93M
CC
709
Courier Capital
New York
$5.92M +$3.44M +107,063 +158%
SWM
710
SVA Wealth Management
Wisconsin
$5.91M +$255K +7,936 +5%
FHA
711
First Horizon Advisors
Tennessee
$5.88M +$1.63M +50,723 +41%
ANBT
712
American National Bank & Trust
Texas
$5.87M +$315K +9,813 +6%
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$5.85M +$157K +4,891 +3%
NCM
714
Narwhal Capital Management
Georgia
$5.85M +$126K +3,926 +2%
FNT
715
First National Trust
Pennsylvania
$5.82M +$287K +8,921 +5%
VFA
716
Virtus Fund Advisers
Connecticut
$5.79M -$588K -18,296 -10%
IRF
717
IBM Retirement Fund
New York
$5.76M +$61.7K +1,921 +1%
SWP
718
Stratos Wealth Partners
Ohio
$5.74M +$64.1K +1,995 +1%
VWM
719
Venturi Wealth Management
Texas
$5.71M -$589K -18,313 -10%
JIC
720
Johnson Investment Counsel
Ohio
$5.71M -$98.8K -3,073 -2%
EOJOAM
721
E. Ohman J:or Asset Management
Sweden
$5.7M +$233K +7,241 +4%
Capital Fund Management (CFM)
722
Capital Fund Management (CFM)
France
$5.7M -$7.22M -224,782 -57%
ACM
723
Argyle Capital Management
Pennsylvania
$5.69M -$6.78K -211 -0.1%
MIM
724
Marco Investment Management
Georgia
$5.67M -$181K -5,633 -3%
GCM
725
Garland Capital Management
Washington
$5.67M +$78.5K +2,442 +1%

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.