Pfizer
PFE
1,876 hedge funds and large institutions have $155B invested in Pfizer in 2015 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 713 increasing their positions, 819 reducing their positions, and 86 closing their positions.
41% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 86
41% more call options, than puts
Call options by funds: $2.39B | Put options by funds: $1.7B
38% more funds holding in top 10
Funds holding in top 10: 225 → 310 (+85)
12% more capital invested
Capital invested by funds: $138B → $155B (+$17.2B)
2.88% more ownership
Funds ownership: 73.47% → 76.34% (+2.9%)
1% more funds holding
Funds holding: 1,861 → 1,876 (+15)
13% less repeat investments, than reductions
Existing positions increased: 713 | Existing positions reduced: 819
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$1.61B |
| 2 |
JP Morgan Chase
New York
|
+$919M |
| 3 |
Goldman Sachs
New York
|
+$687M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$338M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$318M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$272M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$257M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$246M |
| 4 |
D.E. Shaw & Co
New York
|
-$232M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$216M |
PFE Hedge Fund Activity: Q1 2015 in Review
1,876 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2015, worth a combined $155B — up 12% from $138B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new PFE positions and 86 closed out — a net gain of 35 holders — while 713 added to existing stakes and 819 trimmed.
The largest buyer was State Street, adding an estimated $1.61B. The largest seller was Institutional Capital, cutting an estimated $272M.
- 1,876 institutional investors held Pfizer (PFE) as of Q1 2015, up from 1,861 in Q4 2014.
- Funds reported $155B of Pfizer stock for Q1 2015, up 12% quarter-over-quarter.
- 121 funds opened new Pfizer positions in Q1 2015 and 86 closed out, a net change of +35 holders.
- The largest Pfizer buyer in Q1 2015 was State Street, an estimated $1.61B added.
- The largest Pfizer seller in Q1 2015 was Institutional Capital, an estimated $272M sold.
Based on aggregated 13F filings for Q1 2015.