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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
EA
776
Edge Advisors
Georgia
$4.97M -$3.54M -110,166 -43%
WSTAM
777
Wilbanks Smith & Thomas Asset Management
Virginia
$4.96M +$101K +3,143 +2%
PCMI
778
Princeton Capital Management Inc
New Jersey
$4.96M +$1.16M +36,018 +33%
CB
779
Community Bank
New York
$4.93M +$20.7K +645 +0.4%
WFMPM
780
Woodley Farra Manion Portfolio Management
Indiana
$4.93M +$41.6K +1,294 +0.9%
AIIMS
781
Analyst IMS Investment Management Services
Israel
$4.91M +$23.4K +727 +0.5%
SWM
782
Segment Wealth Management
Texas
$4.9M +$313K +9,730 +7%
FNBOMD
783
First National Bank of Mount Dora
Florida
$4.89M +$400K +12,435 +9%
MPM
784
Meritage Portfolio Management
Kansas
$4.88M -$95K -2,957 -2%
PTC
785
Private Trust Company
Ohio
$4.87M -$235K -7,310 -5%
LIM
786
Leavell Investment Management
Alabama
$4.87M -$67.5K -2,099 -1%
FBT
787
First Bankers Trust
Kentucky
$4.87M +$16.6K +515 +0.4%
GHAM
788
Gilman Hill Asset Management
Connecticut
$4.84M -$70.6K -2,196 -2%
BAM
789
Barrett Asset Management
New York
$4.84M -$823K -25,602 -15%
YIA
790
YHB Investment Advisors
Connecticut
$4.83M -$30.3M -943,280 -87%
Squarepoint
791
Squarepoint
New York
$4.82M +$4.58M +142,395 New
JFGIW
792
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.8M +$193K +5,992 +4%
ASN
793
Advisory Services Network
Georgia
$4.8M -$111K -3,446 -2%
AMG
794
Advisors Management Group
Wisconsin
$4.79M +$10.7K +334 +0.2%
LNWWM
795
Laird Norton Wetherby Wealth Management
California
$4.79M -$996 -31 -0%
TAM
796
Tealwood Asset Management
Minnesota
$4.78M -$22.1K -689 -0.5%
SFS
797
Strategic Financial Services
New York
$4.77M -$47.1K -1,467 -1%
PFPT
798
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.73M +$399K +12,404 +10%
TMAM
799
Tokio Marine Asset Management
Japan
$4.68M -$367K -11,427 -8%
MCM
800
Monarch Capital Management
Indiana
$4.68M +$141K +4,374 +3%

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.