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Pfizer
PFE

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: 172 → 180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,060 → 2,075 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$14.3B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$348M
3
CWM
CIBC World Markets
New York
+$335M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$242M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$156M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$368M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$331M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$253M
4
APG Asset Management
APG Asset Management
Netherlands
-$178M
5
Capital World Investors
Capital World Investors
California
-$164M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1001
Anchor Investment Management
South Carolina
$2.81M +$85.4K +2,709 +3%
TNB
1002
Thomasville National Bank
Georgia
$2.77M +$2.69M +85,386 New
B
1003
BancorpSouth
Mississippi
$2.77M +$25.4K +807 +1%
CM
1004
Churchill Management
California
$2.77M -$15.1M -478,359 -85%
RWM
1005
Rench Wealth Management
Texas
$2.75M +$154K +4,883 +6%
ACP
1006
Aviance Capital Partners
Florida
$2.75M +$1.64K +52 +0.1%
AMM
1007
American Money Management
California
$2.74M +$52.7K +1,670 +2%
HB
1008
Homrich & Berg
Georgia
$2.74M +$118K +3,749 +5%
CPA
1009
Court Place Advisors
Maryland
$2.74M +$190K +6,037 +8%
SC
1010
Searle & Co
Connecticut
$2.74M +$1.28M +40,579 +93%
DT
1011
Diversified Trust
Tennessee
$2.73M -$1.01M -32,167 -28%
ST
1012
Somerset Trust
Pennsylvania
$2.73M -$54.5K -1,728 -2%
CP
1013
Corbenic Partners
Pennsylvania
$2.73M -$365K -11,591 -12%
DLA
1014
Douglas Lane & Associates
New York
$2.73M -$175K -5,551 -6%
PL
1015
Perpetual Ltd
Australia
$2.71M +$2.64M +83,817 New
NONA
1016
Ninety One North America
New York
$2.71M -$143K -4,524 -5%
SFM
1017
Signet Financial Management
New Jersey
$2.71M +$763K +24,191 +41%
Aristotle Capital Management
1018
Aristotle Capital Management
California
$2.7M – – –
BE
1019
Bonness Enterprises
District of Columbia
$2.69M – – –
IMOV
1020
Investment Management of Virginia
Virginia
$2.68M +$426K +13,526 +20%
UAS
1021
United Asset Strategies
New York
$2.68M +$84.3K +2,675 +3%
HW
1022
Hancock Whitney
Mississippi
$2.66M +$629K +19,960 +32%
ANRIA
1023
American National Registered Investment Advisor
Texas
$2.66M -$33.2K -1,054 -1%
TCOT
1024
Trust Company of Toledo
Ohio
$2.65M -$36.7K -1,164 -1%
BAM
1025
Brave Asset Management
New Jersey
$2.65M -$551K -17,488 -18%
39 40
41
42 43

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.