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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
M
901
MOTCO
Texas
$3.81M +$44.4K +1,407 +1%
CAM
902
Carret Asset Management
New York
$3.81M +$138K +4,371 +4%
OIM
903
Orca Investment Management
Oregon
$3.8M -$12.3K -389 -0.3%
KS
904
Karpas Strategies
Connecticut
$3.78M +$13.3K +422 +0.4%
SGA
905
Strategic Global Advisors
California
$3.74M -$2.54M -80,489 -41%
IWA
906
Intercontinental Wealth Advisors
Texas
$3.73M +$14.2K +449 +0.4%
WPP
907
Whalerock Point Partners
Rhode Island
$3.7M -$38.2K -1,212 -1%
FCH
908
Freestone Capital Holdings
Washington
$3.69M +$484K +15,344 +16%
OCM
909
Orleans Capital Management
Louisiana
$3.68M -$19.1K -606 -0.5%
IRF
910
IBM Retirement Fund
New York
$3.68M -$16M -506,737 -85%
FHA
911
First Horizon Advisors
Tennessee
$3.65M -$424K -13,461 -11%
Cerity Partners
912
Cerity Partners
New York
$3.64M +$3.32M +105,336 +1,561%
PCMI
913
Princeton Capital Management Inc
New Jersey
$3.63M +$543K +17,222 +18%
FNT
914
First Nebraska Trust
Nebraska
$3.63M +$413K +13,089 +13%
AOWM
915
Alpha Omega Wealth Management
Virginia
$3.6M +$106K +3,358 +3%
EI
916
EDMP Inc
Florida
$3.57M +$3.47M +110,083 New
FMBTD
917
First Midwest Bank Trust Division
Illinois
$3.56M -$430K -13,631 -11%
AT
918
Arden Trust
Delaware
$3.54M -$299K -9,495 -8%
MDSL
919
M.D. Sass LLC
New York
$3.52M +$23.3K +738 +0.7%
FNB
920
Farmers National Bank
Kentucky
$3.51M -$206K -6,541 -6%
NAM
921
NTV Asset Management
West Virginia
$3.49M +$73.2K +2,321 +2%
SIM
922
Sonora Investment Management
Arizona
$3.49M +$325K +10,311 +11%
Edgewood Management
923
Edgewood Management
Connecticut
$3.45M
Carson Wealth (CWM LLC)
924
Carson Wealth (CWM LLC)
Nebraska
$3.44M -$4.44M -140,962 -57%
APP
925
Avantax Planning Partners
Iowa
$3.42M +$62K +1,968 +2%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.