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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
BE
1001
Bonness Enterprises
District of Columbia
$2.81M
BG
1002
Bollard Group
Massachusetts
$2.81M +$102K +3,166 +4%
IMOV
1003
Investment Management of Virginia
Virginia
$2.8M -$7.39K -230 -0.3%
SC
1004
Searle & Co
Connecticut
$2.79M -$16.9K -527 -0.6%
HW
1005
Hancock Whitney
Mississippi
$2.77M -$13.2K -410 -0.5%
CPA
1006
Capital Planning Advisors
California
$2.76M -$1.28M -39,721 -33%
DIP
1007
DT Investment Partners
Pennsylvania
$2.74M +$1.04M +32,386 +67%
Wolverine Trading
1008
Wolverine Trading
Illinois
$2.73M -$1.48M -46,041 -36%
SFWA
1009
Summit Financial Wealth Advisors
Louisiana
$2.73M +$388K +12,060 +18%
LIC
1010
Lodestar Investment Counsel
Illinois
$2.72M +$93.2K +2,899 +4%
RWM
1011
Rench Wealth Management
Texas
$2.71M -$167K -5,181 -6%
AAC
1012
Asset Advisors Corp
Georgia
$2.7M -$234K -7,272 -8%
BWAM
1013
Boyd Watterson Asset Management
Ohio
$2.7M -$317K -9,878 -11%
SFM
1014
Signet Financial Management
New Jersey
$2.7M -$64.4K -2,004 -2%
PWW
1015
Pettyjohn Wood & White
Virginia
$2.69M +$4.98K +155 +0.2%
PAI
1016
Pittenger & Anderson Inc
Nebraska
$2.69M -$1.41M -43,820 -36%
DLA
1017
Douglas Lane & Associates
New York
$2.68M -$54.8K -1,706 -2%
HK
1018
Horizon Kinetics
New York
$2.68M +$33.2K +1,033 +1%
PCTC
1019
Perkins Coie Trust Company
Washington
$2.66M +$49.3K +1,534 +2%
AIA
1020
Allegis Investment Advisors
Idaho
$2.65M +$219K +6,803 +10%
BHC
1021
Bowen Hanes & Co
Florida
$2.65M
AWM
1022
AE Wealth Management
Kansas
$2.65M +$87.6K +2,726 +4%
CCFCSB
1023
Cape Cod Five Cents Savings Bank
Massachusetts
$2.65M -$178K -5,544 -7%
NA
1024
NewEdge Advisors
Louisiana
$2.64M +$256K +7,973 +12%
ST
1025
Somerset Trust
Pennsylvania
$2.63M -$175K -5,444 -7%

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.