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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
976
Lyell Wealth Management
California
$3.15M +$35.1K +1,028 +1%
ATFA
977
All Terrain Financial Advisors
Minnesota
$3.15M +$3.13M +91,693 New
FNT
978
First Nebraska Trust
Nebraska
$3.14M -$653K -19,148 -17%
OPTFSNA
979
Old Point Trust & Financial Services N A
Virginia
$3.13M -$8.56K -251 -0.3%
BFO
980
Biltmore Family Office
North Carolina
$3.13M +$3.1M +91,060 New
BOCM
981
Bontempo Ohly Capital Management
Maryland
$3.13M -$318K -9,339 -9%
FNBTCON
982
First National Bank & Trust Co of Newtown
Pennsylvania
$3.12M +$4.47K +131 +0.1%
CK
983
Cohen Klingenstein
New York
$3.12M
SFWA
984
Summit Financial Wealth Advisors
Louisiana
$3.11M +$333K +9,767 +12%
LJAC
985
L.J. Altfest & Co
New York
$3.1M -$717K -21,015 -19%
HT
986
Heritage Trust
Oklahoma
$3.1M +$18.7K +549 +0.6%
HCMNY
987
Howard Capital Management (New York)
New York
$3.09M
GC
988
Grace Capital
Massachusetts
$3.08M +$1.6M +46,872 +110%
MC
989
MRJ Capital
New York
$3.08M
PVWM
990
Point View Wealth Management
New Jersey
$3.07M -$55.7K -1,634 -2%
DIP
991
DT Investment Partners
Pennsylvania
$3.07M +$282K +8,264 +10%
CB
992
Cadence Bank
Mississippi
$3.07M +$3.04M +89,215 New
DSC
993
Duncker Streett & Co
Missouri
$3.06M -$160K -4,699 -5%
GSBTD
994
Glenview State Bank Trust Department
Illinois
$3.05M -$50.3K -1,476 -2%
WFI
995
West Family Investments
California
$3.05M
PIMJS
996
PKO Investment Management Joint-Stock
Poland
$3.04M +$441K +12,921 +17%
ECML
997
Eagle Capital Management (Louisiana)
Louisiana
$3.03M -$9.51K -279 -0.3%
DS
998
DRW Securities
Illinois
$3.03M +$3M +88,055 New
IWA
999
Intercontinental Wealth Advisors
Texas
$3.02M -$270K -7,923 -8%
PL
1000
Perpetual Ltd
Australia
$3.02M -$32.4K -949 -1%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.