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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
FMBTD
876
First Midwest Bank Trust Division
Illinois
$3.83M +$106K +3,305 +3%
OIM
877
Orca Investment Management
Oregon
$3.83M -$77.8K -2,420 -2%
HCM
878
Hollencrest Capital Management
California
$3.81M -$219K -6,811 -6%
BIM
879
Bridges Investment Management
Nebraska
$3.81M +$1.8M +56,076 +100%
LJAC
880
L.J. Altfest & Co
New York
$3.77M -$59.7K -1,858 -2%
GP
881
Girard Partners
Pennsylvania
$3.77M +$367K +11,409 +11%
CS
882
Comerica Securities
Michigan
$3.76M +$2.82M +87,707 +375%
GCM
883
Grisanti Capital Management
New York
$3.76M +$141K +4,396 +4%
CA
884
Cetera Advisors
Colorado
$3.76M -$99.3K -3,091 -3%
FNT
885
First Nebraska Trust
Nebraska
$3.74M -$2.38K -74 -0.1%
BSPF
886
British Steel Pension Fund
United Kingdom
$3.73M -$879K -27,350 -20%
EI
887
EDMP Inc
Florida
$3.72M -$29.6K -922 -0.8%
HKIM
888
Hayek Kallen Investment Management
Alabama
$3.68M -$9.26K -288 -0.3%
Group One Trading
889
Group One Trading
Illinois
$3.68M -$190K -5,908 -5%
NPC
890
National Planning Corporation
California
$3.66M -$42.6K -1,325 -1%
WPP
891
Whalerock Point Partners
Rhode Island
$3.66M -$190K -5,897 -5%
OCM
892
Orleans Capital Management
Louisiana
$3.66M -$163K -5,073 -4%
GWM
893
Greenwich Wealth Management
Connecticut
$3.64M -$472K -14,681 -12%
NAM
894
NTV Asset Management
West Virginia
$3.64M -$27K -841 -0.8%
AIM
895
Assured Investment Management
New York
$3.63M -$447K -13,912 -11%
APP
896
Avantax Planning Partners
Iowa
$3.63M -$137K -4,250 -4%
AIS
897
Accurate Investment Solutions
Pennsylvania
$3.6M +$53.2K +1,654 +2%
CAM
898
Columbia Asset Management
Michigan
$3.58M +$136K +4,227 +4%
CG
899
Caprock Group
Idaho
$3.58M +$58.2K +1,810 +2%
FMWA
900
Forvis Mazars Wealth Advisors
Missouri
$3.58M +$107K +3,328 +3%

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.