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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
ZB
1151
Zions Bancorporation
Utah
$1.98M -$682K -21,620 -26%
Wolverine Trading
1152
Wolverine Trading
Illinois
$1.97M +$349K +11,062 +22%
P
1153
Pitcairn
Pennsylvania
$1.97M +$86.9K +2,755 +5%
WP
1154
WMS Partners
Maryland
$1.95M +$3.34K +106 +0.2%
AAIM
1155
American Assets Investment Management
California
$1.95M -$1.93M -61,132 -50%
LPT
1156
Legacy Private Trust
Wisconsin
$1.95M -$370K -11,745 -16%
WSC
1157
Wellington Shields & Co
New York
$1.95M -$46.6K -1,477 -2%
AWM
1158
Avior Wealth Management
Nebraska
$1.95M +$207K +6,559 +13%
SFP
1159
Shepherd Financial Partners
Massachusetts
$1.94M -$95.9K -3,043 -5%
AIM
1160
Arcadia Investment Management
Michigan
$1.94M -$23.8K -754 -1%
MBT
1161
Montecito Bank & Trust
California
$1.93M -$32.6K -1,033 -2%
SC
1162
Schulhoff & Co
Ohio
$1.93M +$29.6K +939 +2%
AJ
1163
Ashburton (Jersey)
Jersey
$1.93M
CIM
1164
CIM Investment Management
Pennsylvania
$1.93M -$174K -5,516 -8%
MLL
1165
Moody Lynn & Lieberson
Massachusetts
$1.93M +$97.4K +3,090 +5%
GW
1166
GW & Wade
Massachusetts
$1.93M +$27.1K +859 +1%
LWAC
1167
Laurel Wealth Advisors (California)
California
$1.92M +$165K +5,249 +10%
CL
1168
Choreo LLC
Illinois
$1.91M -$397K -12,592 -18%
ADBIC
1169
A.D. Beadell Investment Counsel
Wisconsin
$1.91M -$27.3K -867 -1%
SCA
1170
Stonebridge Capital Advisors
Minnesota
$1.91M +$160K +5,076 +9%
LNC
1171
Lincoln National Corp
Pennsylvania
$1.91M -$2.24M -71,096 -55%
CCM
1172
Compton Capital Management
Rhode Island
$1.9M +$6.59K +209 +0.4%
SIM
1173
Sterling Investment Management
Arizona
$1.89M -$92.7K -2,939 -5%
RC
1174
Roundview Capital
New Jersey
$1.89M +$820 +26 +0%
AC
1175
Abbrea Capital
California
$1.88M -$66.5K -2,108 -4%

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.