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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
FFWA
1026
FRG Family Wealth Advisors
Washington
$2.63M +$4.05K +126 +0.2%
TW
1027
Transform Wealth
Colorado
$2.62M +$2.49M +77,417 New
DCM
1028
Dynamic Capital Management
Jersey
$2.62M -$4.44M -138,173 -64%
UAS
1029
United Asset Strategies
New York
$2.6M -$265K -8,243 -10%
PP
1030
Pegasus Partners
Wisconsin
$2.59M -$78.7K -2,450 -3%
SCM
1031
Shelton Capital Management
Colorado
$2.58M -$3.04M -94,516 -55%
PHS
1032
Pekin Hardy Strauss
Illinois
$2.58M -$320K -9,951 -12%
CIA
1033
Covington Investment Advisors
Pennsylvania
$2.57M -$1.83K -57 -0.1%
RMSCM
1034
R.M. Sincerbeaux Capital Management
New York
$2.57M
HCM
1035
Hengehold Capital Management
Ohio
$2.56M +$21.6K +672 +0.9%
PIMJS
1036
PKO Investment Management Joint-Stock
Poland
$2.56M +$660K +20,541 +37%
SCA
1037
Sage Capital Advisors
South Dakota
$2.56M +$80.7K +2,511 +3%
GIA
1038
Gargoyle Investment Advisor
New Jersey
$2.56M
PPSG
1039
Princeton Portfolio Strategies Group
New Jersey
$2.55M +$27.1K +843 +1%
MPAM
1040
Murphy Pohlad Asset Management
Minnesota
$2.55M +$63.7K +1,981 +3%
MFW
1041
Mosaic Family Wealth
Missouri
$2.55M +$666K +20,719 +38%
DI
1042
Diligent Investors
California
$2.53M -$117K -3,634 -5%
SIA
1043
SeaBridge Investment Advisors
New Jersey
$2.53M +$18.6K +578 +0.8%
ACP
1044
Aviance Capital Partners
Florida
$2.52M -$313K -9,734 -12%
AFM
1045
Abbot Financial Management
Massachusetts
$2.52M -$50.8K -1,581 -2%
SIMM
1046
Stillwater Investment Management (Minnesota)
Minnesota
$2.52M +$22.3K +695 +0.9%
BAS
1047
Brown Advisory Securities
Maryland
$2.52M +$171K +5,313 +8%
HSA
1048
HBK Sorce Advisory
Pennsylvania
$2.52M -$286K -8,890 -11%
HIC
1049
Holderness Investments Company
North Carolina
$2.51M -$16.5K -514 -0.7%
NFA
1050
Nuveen Fund Advisors
Illinois
$2.51M -$1.36M -42,407 -36%

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.