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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
801
Stuyvesant Capital Management
New York
$5.01M -$44.9K -1,318 -0.9%
CIP
802
Convergence Investment Partners
Florida
$5M -$264K -7,757 -5%
AP
803
Advisor Partners
California
$4.97M +$502K +14,735 +12%
FBT
804
First Bankers Trust
Kentucky
$4.96M +$26.4K +773 +0.5%
AIIMS
805
Analyst IMS Investment Management Services
Israel
$4.94M -$59.6K -1,747 -1%
PTC
806
Private Trust Company
Ohio
$4.94M -$3.27K -96 -0.1%
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.93M +$56.4K +1,655 +1%
CM
808
Columbus Macro
Pennsylvania
$4.9M +$4.86M +142,529 New
LNWWM
809
Laird Norton Wetherby Wealth Management
California
$4.89M +$40.1K +1,175 +0.8%
MPM
810
Meritage Portfolio Management
Kansas
$4.86M -$83.9K -2,461 -2%
LW
811
Linscomb Wealth
Texas
$4.86M +$370K +10,847 +8%
GHAM
812
Gilman Hill Asset Management
Connecticut
$4.85M -$68.3K -2,002 -1%
SFS
813
Strategic Financial Services
New York
$4.83M -$10.5K -307 -0.2%
AMG
814
Advisors Management Group
Wisconsin
$4.82M -$43.6K -1,279 -0.9%
SFG
815
SNS Financial Group
Minnesota
$4.82M -$341K -9,998 -7%
SPC
816
Sigma Planning Corp
Michigan
$4.77M +$127K +3,712 +3%
HDIM
817
Hanson & Doremus Investment Management
Vermont
$4.76M +$21.3K +624 +0.5%
TNBTD
818
Trustmark National Bank Trust Department
Mississippi
$4.75M +$106K +3,097 +2%
LIM
819
Leavell Investment Management
Alabama
$4.75M -$191K -5,594 -4%
BCM
820
BTC Capital Management
Iowa
$4.74M +$398K +11,667 +9%
PL
821
Parthenon LLC
Kentucky
$4.74M +$3.17K +93 +0.1%
WS
822
Wedbush Securities
California
$4.73M -$336K -9,862 -7%
TAM
823
Tealwood Asset Management
Minnesota
$4.73M -$120K -3,515 -2%
DHFB
824
Dixon Hubard Feinour & Brown
Virginia
$4.73M +$69.2K +2,029 +1%
WKWM
825
Walter & Keenan Wealth Management
Indiana
$4.72M +$42.4M +1,242,392 +962%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.