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2,049 hedge funds and large institutions have $141B invested in Pfizer in 2017 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 814 increasing their positions, 911 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% less ownership

Funds ownership: 74.86%73.89% (-0.97%)

3% less capital invested

Capital invested by funds: $145B → $141B (-$4.15B)

3% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 86

1% less funds holding

Funds holding: 2,0742,049 (-25)

9% less funds holding in top 10

Funds holding in top 10: 180164 (-16)

11% less repeat investments, than reductions

Existing positions increased: 814 | Existing positions reduced: 911

12% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.24B

Holders
2,049
Holders Change
-25
Holders Change %
-1.21%
% of All Funds
51.08%
Holding in Top 10
164
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-8.89%
% of All Funds
4.09%
New
83
Increased
814
Reduced
911
Closed
86
Calls
$1.09B
Puts
$1.24B
Net Calls
-$144M
Net Calls Change
+$358M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
876
Capital Planning Advisors
California
$3.86M -$329K -10,430 -8%
AIM
877
Assured Investment Management
New York
$3.86M +$3.82M +121,016 New
AP
878
Advisor Partners
California
$3.85M +$36K +1,142 +1%
SSWM
879
Smith Salley Wealth Management
North Carolina
$3.85M +$50.6K +1,603 +1%
CCG
880
Cypress Capital Group
Florida
$3.84M -$1.95M -61,950 -34%
SLG
881
Stanley-Laman Group
Pennsylvania
$3.84M +$3M +95,028 +374%
FCH
882
Freestone Capital Holdings
Washington
$3.83M +$206K +6,541 +6%
CT
883
Coastline Trust
Rhode Island
$3.83M +$35.3K +1,118 +0.9%
APSI
884
Asset Planning Services Inc
Louisiana
$3.83M +$58.2K +1,844 +2%
RFS
885
Rockefeller Financial Services
New York
$3.82M -$399K -12,668 -10%
CA
886
Clearstead Advisors
Ohio
$3.8M -$35.3K -1,120 -0.9%
HCM
887
Hollencrest Capital Management
California
$3.8M +$14.5K +461 +0.4%
FAM
888
Fred Alger Management
New York
$3.8M +$126 +4 +0%
SRC
889
Shufro Rose & Co
New York
$3.79M -$47.7K -1,511 -1%
CWM
890
Calamos Wealth Management
Illinois
$3.79M -$538K -17,045 -13%
OPPM
891
Opus Point Partners Management
New York
$3.77M
RCAG
892
Rehmann Capital Advisory Group
Michigan
$3.75M -$291K -9,238 -7%
M
893
MOTCO
Texas
$3.71M -$28.9K -915 -0.8%
NFA
894
Nuveen Fund Advisors
Illinois
$3.71M -$984K -31,208 -21%
KS
895
Karpas Strategies
Connecticut
$3.71M
OIM
896
Orca Investment Management
Oregon
$3.68M -$45.5K -1,442 -1%
AOWM
897
Alpha Omega Wealth Management
Virginia
$3.65M +$117K +3,725 +3%
CIM
898
CenturyLink Investment Management
Colorado
$3.65M -$251K -7,969 -6%
Group One Trading
899
Group One Trading
Illinois
$3.65M -$1.95M -61,961 -35%
BRWA
900
B. Riley Wealth Advisors
Florida
$3.63M -$203K -6,436 -5%

PFE Hedge Fund Activity: Q2 2017 in Review

2,049 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q2 2017, worth a combined $141B — down 2.9% from $145B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of PFE and 83 opened new positions — a net loss of 3 holders — while 911 trimmed existing stakes and 814 added.

The largest buyer was Janus Henderson Group, adding an estimated $310M. The largest seller was T. Rowe Price Associates, cutting an estimated $454M.

  • 2,049 institutional investors held Pfizer (PFE) as of Q2 2017, down from 2,074 in Q1 2017.
  • Funds reported $141B of Pfizer stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 83 funds opened new Pfizer positions in Q2 2017 and 86 closed out, a net change of -3 holders.
  • The largest Pfizer buyer in Q2 2017 was Janus Henderson Group, an estimated $310M added.
  • The largest Pfizer seller in Q2 2017 was T. Rowe Price Associates, an estimated $454M sold.

Based on aggregated 13F filings for Q2 2017.