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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
GEM
926
Global Endowment Management
North Carolina
$3.4M -$105K -3,268 -3%
BPC
927
Banque Pictet & Cie
Switzerland
$3.4M +$105K +3,268 +3%
CCM
928
Condor Capital Management
New Jersey
$3.39M +$3.02K +94 +0.1%
SNT
929
Security National Trust
West Virginia
$3.38M -$35.1K -1,091 -1%
SGA
930
Strategic Global Advisors
California
$3.38M
ACP
931
Ashfield Capital Partners
California
$3.37M +$48.3K +1,502 +2%
FMC
932
First Merchants Corp
Indiana
$3.37M +$533K +16,591 +20%
GWM
933
Geneos Wealth Management
Colorado
$3.37M +$115K +3,585 +4%
LA
934
LVW Advisors
New York
$3.36M +$614K +19,089 +24%
SACTSONJ
935
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.34M
TNB
936
Thomasville National Bank
Georgia
$3.34M +$40.9K +1,271 +1%
HWM
937
Holloway Wealth Management
Florida
$3.34M
CBTWT
938
Community Bank & Trust (Waco, Texas)
Texas
$3.33M +$14.5K +451 +0.5%
MLIC
939
Mandatum Life Insurance Company
Finland
$3.33M -$376K -11,689 -11%
SBSB
940
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.33M +$59.8K +1,860 +2%
VCAM
941
Van Cleef Asset Management
Ohio
$3.3M +$38K +1,181 +1%
BTW
942
Boston Trust Walden
Massachusetts
$3.3M +$3.05K +95 +0.1%
ECM
943
Evergreen Capital Management
Washington
$3.28M +$63.3K +1,971 +2%
Handelsbanken Fonder
944
Handelsbanken Fonder
Sweden
$3.27M -$3.05M -94,860 -50%
WA
945
WealthTrust Axiom
Pennsylvania
$3.27M -$68.7K -2,137 -2%
OCM
946
One Capital Management
California
$3.26M +$168K +5,236 +6%
VHAM
947
Van Hulzen Asset Management
California
$3.26M +$171K +5,328 +6%
IWA
948
Intercontinental Wealth Advisors
Texas
$3.25M -$113K -3,526 -4%
FCCM
949
First City Capital Management
Georgia
$3.24M -$35.5K -1,104 -1%
ST
950
Smithfield Trust
Pennsylvania
$3.23M +$76.8K +2,389 +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.