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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
AP
951
AHL Partners
United Kingdom
$3.19M +$826K +26,205 +36%
JWBC
952
J.W. Burns & Co
New York
$3.18M -$57.3K -1,816 -2%
CIP
953
Capital Insight Partners
Arizona
$3.18M +$507K +16,082 +20%
GSBTD
954
Glenview State Bank Trust Department
Illinois
$3.18M -$8.67K -275 -0.3%
ACP
955
Ashfield Capital Partners
California
$3.17M +$820 +26 +0%
GWM
956
Geneos Wealth Management
Colorado
$3.15M -$202K -6,406 -6%
FCCM
957
First City Capital Management
Georgia
$3.14M -$19.8K -628 -0.6%
NPC
958
National Planning Corporation
California
$3.13M +$126K +4,010 +4%
DSC
959
Duncker Streett & Co
Missouri
$3.12M +$92.9K +2,947 +3%
VCAM
960
Van Cleef Asset Management
Ohio
$3.12M +$97.4K +3,090 +3%
CG
961
Caprock Group
Idaho
$3.11M -$207K -6,573 -6%
TF
962
Tompkins Financial
New York
$3.11M -$37K -1,172 -1%
FNBTCON
963
First National Bank & Trust Co of Newtown
Pennsylvania
$3.11M +$6.62K +210 +0.2%
TA
964
Tiedemann Advisors
New York
$3.11M +$1.2M +38,143 +66%
SBSB
965
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.1M -$135K -4,273 -4%
HT
966
Heritage Trust
Oklahoma
$3.1M +$3.01M +95,541 New
BWAM
967
Boyd Watterson Asset Management
Ohio
$3.09M -$6.87K -218 -0.2%
YWP
968
YorkBridge Wealth Partners
New York
$3.09M +$521K +16,510 +21%
CIC
969
Carnegie Investment Counsel
Ohio
$3.08M +$648K +20,552 +26%
PIM
970
Penobscot Investment Management
Massachusetts
$3.08M -$13.3K -422 -0.4%
RJA
971
Robshaw & Julian Associates
New York
$3.08M -$12.5K -395 -0.4%
BTW
972
Boston Trust Walden
Massachusetts
$3.06M +$48.2K +1,528 +2%
HIM
973
Hanlon Investment Management
New Jersey
$3.06M +$2.65M +84,133 +819%
BFEC
974
Benjamin F. Edwards & Company
Missouri
$3.04M +$366K +11,607 +14%
PFPT
975
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.03M +$237K +7,517 +9%

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.