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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
WFG
1051
Wills Financial Group
Virginia
$2.51M -$33K -1,046 -1%
DPIM
1052
Duff & Phelps Investment Management
Illinois
$2.51M -$74.1K -2,350 -3%
FMC
1053
First Merchants Corp
Indiana
$2.5M +$89K +2,823 +4%
CI
1054
Capital International
California
$2.5M +$166K +5,270 +7%
FFWA
1055
FRG Family Wealth Advisors
Washington
$2.49M +$93K +2,951 +4%
SMM
1056
Stadion Money Management
Georgia
$2.47M +$2.4M +76,036 New
RMSCM
1057
R.M. Sincerbeaux Capital Management
New York
$2.46M
CCA
1058
Checchi Capital Advisers
California
$2.46M -$155K -4,928 -6%
GIA
1059
Gargoyle Investment Advisor
New Jersey
$2.45M +$246K +7,805 +12%
VKH
1060
Virtu KCG Holdings
New York
$2.45M -$992K -31,464 -29%
IH
1061
IFC Holdings
Florida
$2.45M +$123K +3,897 +5%
SIMM
1062
Stillwater Investment Management (Minnesota)
Minnesota
$2.44M +$45.7K +1,450 +2%
PCTC
1063
Perkins Coie Trust Company
Washington
$2.44M +$20.6K +652 +0.9%
LOAME
1064
Lombard Odier Asset Management (Europe)
United Kingdom
$2.43M -$222K -7,049 -9%
NFG
1065
Next Financial Group
Texas
$2.42M -$1.37M -43,384 -37%
HK
1066
Horizon Kinetics
New York
$2.4M +$22.6K +718 +1%
TWA
1067
TCI Wealth Advisors
Arizona
$2.39M +$33K +1,048 +1%
CCM
1068
Cohen Capital Management
California
$2.38M
IC
1069
Inverness Counsel
New York
$2.37M -$10.9M -346,295 -82%
HCM
1070
Hengehold Capital Management
Ohio
$2.37M +$149K +4,740 +7%
OMC
1071
Overbrook Management Corp
New York
$2.37M -$53.9K -1,708 -2%
CIA
1072
Covington Investment Advisors
Pennsylvania
$2.36M -$6.65K -211 -0.3%
AMIM
1073
Aull & Monroe Investment Management
Alabama
$2.36M -$13.2K -420 -0.6%
ZCA
1074
Zeke Capital Advisors
Pennsylvania
$2.35M +$767K +24,329 +50%
DDC
1075
Daniel Devine & Co
Florida
$2.35M -$263K -8,346 -10%

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.