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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
SC
1176
Savant Capital
Illinois
$1.88M +$12.5K +388 +0.7%
HCM
1177
Hutchinson Capital Management
California
$1.88M -$35.1K -1,091 -2%
BGC
1178
Blue Granite Capital
South Carolina
$1.88M -$2.26M -70,264 -56%
NWP
1179
Northstar Wealth Partners
Connecticut
$1.88M -$353K -10,995 -17%
SIM
1180
Sterling Investment Management
Arizona
$1.87M -$88K -2,739 -5%
AIM
1181
Arcadia Investment Management
Michigan
$1.87M -$22K -685 -1%
BMC
1182
Beaton Management Company
Massachusetts
$1.87M -$13.9K -432 -0.8%
IIC
1183
Ironwood Investment Counsel
Arizona
$1.86M +$131K +4,072 +8%
KTC
1184
Kistler-Tiffany Companies
Pennsylvania
$1.86M +$171K +5,314 +11%
ICM
1185
Ionic Capital Management
New York
$1.86M +$1.49M +46,258 +541%
PCM
1186
Perkins Capital Management
Minnesota
$1.85M -$8.48K -264 -0.5%
LCM
1187
Leisure Capital Management
California
$1.85M -$2.06K -64 -0.1%
VWM
1188
Valley Wealth Managers
New Jersey
$1.84M -$106K -3,292 -6%
CWA
1189
Cypress Wealth Advisors
California
$1.83M +$22.4K +697 +1%
WI
1190
Wafra Inc
New York
$1.82M
PTC
1191
Philadelphia Trust Company
Pennsylvania
$1.82M +$117K +3,642 +7%
BCM
1192
Bluefin Capital Management
New York
$1.82M +$989K +30,777 +134%
GLA
1193
Great Lakes Advisors
Illinois
$1.81M -$120K -3,738 -7%
BTIS
1194
BB&T Investment Services
North Carolina
$1.8M +$324K +10,076 +24%
KL
1195
KWMG LLC
Kansas
$1.79M +$97K +3,019 +6%
ADBIC
1196
A.D. Beadell Investment Counsel
Wisconsin
$1.78M -$198K -6,166 -10%
FNF
1197
Fidelity National Financial
Florida
$1.78M
IC
1198
Inverness Counsel
New York
$1.78M -$355K -11,043 -17%
STMM
1199
South Texas Money Management
Texas
$1.78M +$41.4K +1,288 +3%
RB
1200
Rodgers Brothers
Pennsylvania
$1.76M +$27.5K +856 +2%

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.