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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
DWA
1151
Douglass Winthrop Advisors
New York
$2M +$212K +6,584 +13%
EGA
1152
E&G Advisors
Texas
$2M -$210K -6,535 -10%
BO
1153
Bank OZK
Arkansas
$2M -$15.9K -495 -0.8%
JWA
1154
JFS Wealth Advisors
Pennsylvania
$1.98M +$188K +5,864 +11%
MAM
1155
Meeder Asset Management
Ohio
$1.98M -$1.69M -52,622 -47%
IC
1156
Intersect Capital
California
$1.98M -$188K -5,854 -9%
CCB
1157
Cutter & Co Brokerage
Missouri
$1.98M -$79.6K -2,476 -4%
FB
1158
Fulton Bank
Pennsylvania
$1.98M -$13.2K -410 -0.7%
SLF
1159
Sun Life Financial
Ontario, Canada
$1.97M +$179K +5,572 +11%
WG
1160
Winton Group
United Kingdom
$1.95M -$1.22M -37,886 -40%
NL
1161
NWAM LLC
Washington
$1.95M -$17.7K -551 -0.9%
AWM
1162
Avior Wealth Management
Nebraska
$1.94M -$270K -8,410 -15%
CCM
1163
Compton Capital Management
Rhode Island
$1.94M -$37.3K -1,160 -2%
IAMOG
1164
Investors Asset Management of Georgia
Georgia
$1.93M +$10.2K +317 +0.6%
GW
1165
GW & Wade
Massachusetts
$1.93M -$68.3K -2,126 -4%
HWA
1166
Heritage Way Advisors
Illinois
$1.93M -$8.45K -263 -0.5%
AC
1167
Abbrea Capital
California
$1.92M +$8.97K +279 +0.5%
PAM
1168
Palisade Asset Management
Minnesota
$1.92M +$9.32K +290 +0.5%
ECAM
1169
East Coast Asset Management
Massachusetts
$1.91M -$131K -4,068 -7%
FCMT
1170
Founders Capital Management (Texas)
Texas
$1.91M -$5.75K -179 -0.3%
NONA
1171
Ninety One North America
New York
$1.89M
AWM
1172
Arbor Wealth Management
Florida
$1.89M -$4.15K -129 -0.2%
GA
1173
GFS Advisors
Texas
$1.88M -$1.13K -35 -0.1%
PWS
1174
Peloton Wealth Strategists
Indiana
$1.88M -$6.78K -211 -0.4%
SGCA
1175
Steel Grove Capital Advisors
Tennessee
$1.88M +$1.45M +45,231 +441%

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.