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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
FG
726
Fiduciary Group
Georgia
$5.64M +$725K +22,998 +15%
BCM
727
BlueCrest Capital Management
Jersey
$5.62M +$2.8M +88,737 +105%
SFG
728
SNS Financial Group
Minnesota
$5.62M -$1.57M -49,832 -22%
GCA
729
Greenwood Capital Associates
South Carolina
$5.61M +$2.81K +89 +0.1%
MIM
730
Marco Investment Management
Georgia
$5.61M -$73.7K -2,337 -1%
BC
731
Bartlett & Co
Ohio
$5.6M +$5.74K +182 +0.1%
SPIA
732
Steward Partners Investment Advisory
New York
$5.57M +$3.58M +113,447 +195%
TMAM
733
Tokio Marine Asset Management
Japan
$5.54M -$1.67M -52,989 -24%
Pacer Advisors
734
Pacer Advisors
Pennsylvania
$5.54M +$442K +14,021 +9%
MWAC
735
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.54M +$727K +23,073 +16%
CNBT
736
Canandaigua National Bank & Trust
New York
$5.51M -$381K -12,085 -7%
SI
737
SII Investments
Wisconsin
$5.51M +$85.5K +2,712 +2%
KRSITF
738
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.51M -$1.18M -37,448 -18%
GG
739
Greenwood Gearhart
Arkansas
$5.5M +$269K +8,522 +5%
ACM
740
Argyle Capital Management
Pennsylvania
$5.5M +$2.4K +76 +0%
TNBTD
741
Trustmark National Bank Trust Department
Mississippi
$5.49M +$1.01M +32,045 +23%
CCM
742
Covington Capital Management
California
$5.49M -$238K -7,536 -4%
BAC
743
Boys Arnold & Co
North Carolina
$5.47M -$52.2K -1,655 -1%
EFIC
744
Eliot Finkel Investment Counsel
California
$5.43M +$1.76M +55,820 +50%
EOJOAM
745
E. Ohman J:or Asset Management
Sweden
$5.43M +$598K +18,972 +13%
1SB
746
1ST Source Bank
Indiana
$5.4M -$20.2K -641 -0.4%
BOC
747
Barbara Oil Co
Illinois
$5.39M
JIC
748
Johnson Investment Counsel
Ohio
$5.37M -$244K -7,742 -4%
AT
749
Argent Trust
Texas
$5.36M -$65.2K -2,068 -1%
CPA
750
Cowen Prime Advisors
New York
$5.36M -$454K -14,387 -8%

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.