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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
SNT
926
Security National Trust
West Virginia
$3.42M -$221K -7,016 -6%
IHL
927
Investment House LLC
California
$3.41M -$60.6K -1,921 -2%
VIA
928
Vantage Investment Advisors
Pennsylvania
$3.41M +$578K +18,318 +21%
CAM
929
Columbia Asset Management
Michigan
$3.39M -$36.3K -1,152 -1%
BMO
930
Beck Mack & Oliver
New York
$3.39M
BOCM
931
Bontempo Ohly Capital Management
Maryland
$3.38M -$46.8K -1,485 -1%
V
932
ValueWorks
New York
$3.38M -$141K -4,462 -4%
CBN
933
Cadence Bank NA
Texas
$3.37M +$157K +4,986 +5%
CL
934
Croft-Leominster
Maryland
$3.37M +$3.27M +103,723 New
TRIM
935
Thompson Rubinstein Investment Management
Oregon
$3.36M -$66.6K -2,113 -2%
FMWA
936
Forvis Mazars Wealth Advisors
Missouri
$3.36M +$292K +9,246 +10%
HAM
937
Highstreet Asset Management
Ontario, Canada
$3.35M +$203K +6,435 +7%
LCP
938
Legacy Capital Partners
Wisconsin
$3.34M +$129K +4,079 +4%
GCM
939
Grisanti Capital Management
New York
$3.34M -$4.27M -135,323 -57%
PHAM
940
Portland Hill Asset Management
United Kingdom
$3.34M +$3.23M +102,464 New
HKIM
941
Hayek Kallen Investment Management
Alabama
$3.31M +$169K +5,348 +6%
AIS
942
Accurate Investment Solutions
Pennsylvania
$3.29M +$291K +9,234 +10%
SCM
943
Stuyvesant Capital Management
New York
$3.28M +$174K +5,533 +6%
MCM
944
McMillion Capital Management
North Carolina
$3.26M -$35.6K -1,128 -1%
VAM
945
Visionary Asset Management
Texas
$3.26M +$125K +3,953 +4%
CCM
946
Condor Capital Management
New Jersey
$3.24M -$4.92K -156 -0.2%
FNBOMD
947
First National Bank of Mount Dora
Florida
$3.23M +$1.49M +47,372 +91%
GWM
948
Graybill Wealth Management
Illinois
$3.21M +$60.9K +1,933 +2%
WA
949
WealthTrust Axiom
Pennsylvania
$3.2M -$128K -4,056 -4%
SACTSONJ
950
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.2M

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.