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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
CDH
876
Charles D. Hyman
$4.11M +$18.3K +538 +0.5%
OPPM
877
Opus Point Partners Management
New York
$4.07M
RCAG
878
Rehmann Capital Advisory Group
Michigan
$4.07M -$69.7K -2,044 -2%
CWM
879
Calamos Wealth Management
Illinois
$4.06M -$79.5K -2,332 -2%
SRC
880
Shufro Rose & Co
New York
$4.06M -$13.1K -383 -0.3%
CA
881
Clearstead Advisors
Ohio
$4.04M -$613K -17,991 -13%
VFA
882
Valeo Financial Advisors
Indiana
$4.04M +$447K +13,107 +13%
HC
883
Hampstead Capital
United Kingdom
$4.04M +$496K +14,545 +14%
AOWM
884
Alpha Omega Wealth Management
Virginia
$4.02M +$43.5K +1,276 +1%
FCBT
885
First Citizens Bank & Trust
North Carolina
$4M -$544K -15,968 -12%
KS
886
Karpas Strategies
Connecticut
$4M
OP
887
Oldfield Partners
United Kingdom
$3.98M +$981K +28,774 +33%
BRWA
888
B. Riley Wealth Advisors
Florida
$3.97M +$7.77K +228 +0.2%
CS
889
Comerica Securities
Michigan
$3.94M +$118K +3,455 +3%
WSCM
890
Wellington Shields Capital Management
New York
$3.91M -$140K -4,101 -3%
HCM
891
Hollencrest Capital Management
California
$3.89M +$22.8K +670 +0.6%
M
892
MOTCO
Texas
$3.85M -$104K -3,052 -3%
HWM
893
Holloway Wealth Management
Florida
$3.84M
GWM
894
Greenwich Wealth Management
Connecticut
$3.81M +$114K +3,336 +3%
CA
895
Cetera Advisors
Colorado
$3.8M -$11K -323 -0.3%
LA
896
LVW Advisors
New York
$3.8M +$388K +11,369 +11%
FMBTD
897
First Midwest Bank Trust Division
Illinois
$3.8M -$91.1K -2,672 -2%
TG
898
TLP Group
Illinois
$3.79M +$2.63M +77,028 +231%
BSPF
899
British Steel Pension Fund
United Kingdom
$3.79M
CIC
900
Cornercap Investment Counsel
Georgia
$3.78M +$242K +7,110 +7%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.