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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
VST
1126
Van Strum & Towne
California
$2.1M -$146K -4,533 -7%
MFW
1127
Meristem Family Wealth
Minnesota
$2.09M
RIA
1128
Regal Investment Advisors
Michigan
$2.09M +$765K +23,800 +63%
CFMC
1129
Curbstone Financial Management Corp
New Hampshire
$2.08M +$1.03M +32,040 +109%
SCA
1130
Stonebridge Capital Advisors
Minnesota
$2.07M +$14.7K +457 +0.8%
GC
1131
Grimes & Company
Massachusetts
$2.07M -$3.21K -100 -0.2%
MBI
1132
Montrusco Bolton Investments
Quebec, Canada
$2.07M -$133K -4,135 -6%
CYG
1133
Clean Yield Group
Vermont
$2.06M
MC
1134
Middleton & Co
Massachusetts
$2.05M +$1.29M +40,156 +197%
GIM
1135
Guardian Investment Management
California
$2.05M
BCP
1136
Blue Chip Partners
Michigan
$2.05M -$147K -4,583 -7%
KCM
1137
Kempner Capital Management
Texas
$2.05M +$46.2K +1,438 +2%
WSC
1138
Wellington Shields & Co
New York
$2.04M +$20.4K +634 +1%
RMDI
1139
R.M. Davis Inc
Maine
$2.04M +$256K +7,968 +15%
AAIM
1140
American Assets Investment Management
California
$2.04M
GIM
1141
Greylin Investment Management
Virginia
$2.03M -$27.1K -843 -1%
LPIC
1142
LeJeune Puetz Investment Counsel
Michigan
$2.03M -$40.7K -1,265 -2%
WA
1143
WBH Advisory
Maryland
$2.02M -$86.5K -2,692 -4%
LWAC
1144
Laurel Wealth Advisors (California)
California
$2.02M -$41.9K -1,303 -2%
SFP
1145
Shepherd Financial Partners
Massachusetts
$2.02M
CPIM
1146
Columbia Partners Investment Management
Virginia
$2.01M +$126K +3,908 +7%
GAM
1147
Griffin Asset Management
New York
$2.01M +$1.14M +35,334 +147%
Fuller & Thaler Asset Management
1148
Fuller & Thaler Asset Management
California
$2.01M -$606K -18,867 -24%
SC
1149
Schulhoff & Co
Ohio
$2.01M -$1.61K -50 -0.1%
FFC
1150
First Financial Corp
Indiana
$2.01M -$89.3K -2,779 -4%

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.