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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
EAM
901
EULAV Asset Management
Florida
$3.57M -$1.07M -33,176 -24%
Balyasny Asset Management
902
Balyasny Asset Management
Illinois
$3.57M +$2.41M +74,834 +245%
SLG
903
Stanley-Laman Group
Pennsylvania
$3.54M -$512K -15,923 -13%
VFA
904
Valeo Financial Advisors
Indiana
$3.54M +$3.36M +104,527 New
MNBTD
905
Moody National Bank Trust Division
Texas
$3.53M -$575K -17,890 -15%
CCG
906
Cypress Capital Group
Florida
$3.53M -$527K -16,384 -14%
MDSL
907
M.D. Sass LLC
New York
$3.53M
CBN
908
Cadence Bank NA
Texas
$3.52M -$44.5K -1,386 -1%
TRIM
909
Thompson Rubinstein Investment Management
Oregon
$3.52M +$44.1K +1,371 +1%
BOCM
910
Bontempo Ohly Capital Management
Maryland
$3.51M +$13.2K +411 +0.4%
BMO
911
Beck Mack & Oliver
New York
$3.5M -$33.9K -1,054 -1%
HC
912
Hampstead Capital
United Kingdom
$3.49M -$3.12M -97,179 -49%
CIC
913
Cornercap Investment Counsel
Georgia
$3.49M +$133K +4,126 +4%
AT
914
Arden Trust
Delaware
$3.47M -$88.6K -2,758 -3%
Edgewood Management
915
Edgewood Management
Connecticut
$3.46M -$129K -4,006 -4%
SI
916
SII Investments
Wisconsin
$3.46M -$186K -5,782 -5%
CL
917
Croft-Leominster
Maryland
$3.46M -$57.4K -1,786 -2%
BFEC
918
Benjamin F. Edwards & Company
Missouri
$3.44M +$93.7K +2,915 +3%
V
919
ValueWorks
New York
$3.42M +$1.41K +44 +0%
CIP
920
Capital Insight Partners
Arizona
$3.42M +$152K +4,738 +5%
MCM
921
McMillion Capital Management
North Carolina
$3.42M +$6.27K +195 +0.2%
GWM
922
Graybill Wealth Management
Illinois
$3.41M +$42.8K +1,331 +1%
CIC
923
Carnegie Investment Counsel
Ohio
$3.41M +$81.1K +2,523 +3%
TF
924
Tompkins Financial
New York
$3.4M +$92.1K +2,867 +3%
WAM
925
Wolverine Asset Management
Illinois
$3.4M +$2.27M +70,564 +237%

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.