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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
AUB
826
Atlantic Union Bankshares
Virginia
$4.44M +$28.1K +875 +0.7%
OLA
827
Oliver Luxxe Assets
New Jersey
$4.44M -$11K -342 -0.3%
LW
828
Linscomb Wealth
Texas
$4.42M +$195K +6,080 +5%
JAM
829
Jolley Asset Management
North Carolina
$4.4M -$30.2K -940 -0.7%
CFG
830
Citizens Financial Group
Rhode Island
$4.4M +$109K +3,405 +3%
BFO
831
Boston Family Office
Massachusetts
$4.38M +$1.83K +57 +0%
HB
832
Homrich & Berg
Georgia
$4.38M +$1.35M +42,120 +48%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$4.37M -$209K -6,499 -5%
BB
834
Bell Bank
North Dakota
$4.37M -$34.8K -1,084 -0.8%
DJSG
835
D.J. St. Germain
Massachusetts
$4.35M -$31.3K -974 -0.8%
SIM
836
Sonora Investment Management
Arizona
$4.35M +$463K +14,396 +13%
OWD
837
Osborn Williams & Donohoe
Ohio
$4.34M -$69.2K -2,152 -2%
SSB
838
Sandy Spring Bank
Maryland
$4.33M +$132K +4,105 +3%
LFAS
839
Level Four Advisory Services
Texas
$4.32M +$796K +24,775 +24%
OMCS
840
Old Mutual Customised Solutions
South Africa
$4.32M +$146K +4,532 +4%
AP
841
Advisor Partners
California
$4.31M +$206K +6,420 +5%
PS
842
Pensionfund Sabic
Netherlands
$4.29M
SYBT
843
Stock Yards Bank & Trust
Kentucky
$4.28M -$136K -4,240 -3%
GFPC
844
Global Financial Private Capital
Florida
$4.28M +$2.44M +75,816 +150%
BCM
845
BTC Capital Management
Iowa
$4.27M -$103K -3,205 -2%
PFSC
846
Peoples Financial Services Corp
Pennsylvania
$4.27M -$3.38K -105 -0.1%
CT
847
Cambridge Trust
Massachusetts
$4.25M -$267K -8,309 -6%
MCM
848
Maryland Capital Management
Maryland
$4.21M -$80.3K -2,499 -2%
APSI
849
Asset Planning Services Inc
Louisiana
$4.2M +$130K +4,058 +3%
MRCM
850
M&R Capital Management
New Jersey
$4.2M -$84.1K -2,618 -2%

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.