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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
OSNBOA
851
Old Second National Bank of Aurora
Illinois
$4.16M +$20.8K +646 +0.5%
CT
852
Coastline Trust
Rhode Island
$4.16M +$79.9K +2,487 +2%
BONST
853
Bank of Nova Scotia Trust
Ontario, Canada
$4.14M +$32.8K +1,019 +0.8%
NSEDCP
854
NJ State Employees Deferred Compensation Plan
New Jersey
$4.14M
MCM
855
MAI Capital Management
Ohio
$4.13M -$1.9K -59 -0%
DG
856
Davidson & Garrard
Virginia
$4.13M -$470K -14,624 -11%
AIC
857
Argus Investors Counsel
New York
$4.09M -$479K -14,914 -11%
CWM
858
Calamos Wealth Management
Illinois
$4.08M +$52.8K +1,644 +1%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$4.08M +$86.6K +2,693 +2%
SIRP
860
Shelter Insurance Retirement Plan
Missouri
$4.07M -$203K -6,324 -5%
CDH
861
Charles D. Hyman
$4.03M -$281K -8,743 -7%
SSWM
862
Smith Salley Wealth Management
North Carolina
$4.03M -$53.6K -1,669 -1%
FNB
863
Farmers National Bank
Kentucky
$4.03M +$195K +6,061 +5%
SRC
864
Shufro Rose & Co
New York
$4.02M -$11K -342 -0.3%
OPPM
865
Opus Point Partners Management
New York
$4.01M
WSCM
866
Wellington Shields Capital Management
New York
$3.99M -$891K -27,735 -19%
BHB
867
Bank Hapoalim BM
Israel
$3.99M -$302K -9,409 -7%
BS
868
Banco Santander
Spain
$3.95M -$1.91M -59,404 -34%
BCA
869
Benchmark Capital Advisors
New York
$3.95M -$213K -6,640 -5%
KS
870
Karpas Strategies
Connecticut
$3.94M
FAM
871
Fred Alger Management
New York
$3.93M -$104K -3,250 -3%
AOWM
872
Alpha Omega Wealth Management
Virginia
$3.92M +$36.2K +1,125 +1%
BRWA
873
B. Riley Wealth Advisors
Florida
$3.9M +$38.1K +1,184 +1%
M
874
MOTCO
Texas
$3.9M -$47.1K -1,466 -1%
CIM
875
CenturyLink Investment Management
Colorado
$3.88M

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.