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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
CP
1051
Corbenic Partners
Pennsylvania
$2.51M -$67.2K -2,090 -3%
LWCFA
1052
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.51M -$2.41K -75 -0.1%
WIC
1053
Woodmont Investment Counsel
Tennessee
$2.5M -$16.6K -516 -0.7%
CCM
1054
Chilton Capital Management
Texas
$2.5M -$490K -15,241 -17%
TWA
1055
TCI Wealth Advisors
Arizona
$2.5M +$3.54K +110 +0.1%
RGI
1056
River Global Investors
United Kingdom
$2.49M -$2.67M -83,162 -53%
SBWM
1057
Sunflower Bank Wealth Management
Arizona
$2.49M -$1.86M -57,875 -44%
BSW
1058
Buckingham Strategic Wealth
Missouri
$2.49M -$120K -3,747 -5%
CCM
1059
Cohen Capital Management
California
$2.48M
AMIM
1060
Aull & Monroe Investment Management
Alabama
$2.47M +$16.2K +503 +0.7%
ST
1061
Spinnaker Trust
Maine
$2.47M +$215K +6,687 +10%
NERM
1062
New England Research & Management
Illinois
$2.47M -$38.2K -1,189 -2%
TTWM
1063
TCV Trust & Wealth Management
Virginia
$2.46M +$270K +8,389 +13%
WFG
1064
Wills Financial Group
Virginia
$2.45M -$121K -3,768 -5%
CBU
1065
CIBC Bank USA
Illinois
$2.44M +$144K +4,471 +7%
IH
1066
IFC Holdings
Florida
$2.44M -$138K -4,280 -6%
HW
1067
Hedeker Wealth
Illinois
$2.44M +$633K +19,685 +38%
ACPU
1068
Arrowgrass Capital Partners (US)
Delaware
$2.43M -$9.13M -284,164 -80%
CAM
1069
Cacti Asset Management
Georgia
$2.42M
EHC
1070
Everett Harris & Co
California
$2.42M +$3.05K +95 +0.1%
LOAME
1071
Lombard Odier Asset Management (Europe)
United Kingdom
$2.41M -$114K -3,538 -5%
AWA
1072
ARS Wealth Advisors
Florida
$2.4M +$112K +3,493 +5%
DPIM
1073
Duff & Phelps Investment Management
Illinois
$2.39M -$40.7K -1,265 -2%
ACS
1074
Archford Capital Strategies
Illinois
$2.36M +$77.8K +2,420 +4%
NEI
1075
Northwest & Ethical Investments
Ontario, Canada
$2.36M +$145K +4,501 +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.