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Pfizer
PFE

Overview Fund Activity

1,604 hedge funds and large institutions have $133B invested in Pfizer in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 615 increasing their positions, 723 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,604
Holders Change
-21
Holders Change %
-1.29%
% of All Funds
52.03%
Holding in Top 10
254
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-12.11%
% of All Funds
8.24%
New
72
Increased
615
Reduced
723
Closed
77
Calls
$1.22B
Puts
$1.16B
Net Calls
+$60.2M
Net Calls Change
+$43.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$294M
2
Norges Bank
Norges Bank
Norway
+$224M
3
SG Americas Securities
SG Americas Securities
New York
+$146M
4
Canada Life
Canada Life
Manitoba, Canada
+$125M
5
Two Sigma Investments
Two Sigma Investments
New York
+$124M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$888M
2
CS
Credit Suisse
Switzerland
-$802M
3
PCM
Pentwater Capital Management
Florida
-$765M
4
Bank of America
Bank of America
North Carolina
-$757M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1201
Formidable Asset Management
Ohio
$836K +$836K +30,380 New
AIMCA
1202
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$833K +$540K +19,815 +184%
IPC
1203
Independent Portfolio Consultants
Florida
$829K -$45.2K -1,660 -5%
TFF
1204
Timothy F. Fidgeon
$829K – – –
BCMO
1205
Buckingham Capital Management (Ohio)
Ohio
$828K -$48.8K -1,781 -6%
AHC
1206
Adell Harriman & Carpenter
Texas
$828K +$101K +3,715 +14%
PJSIMP
1207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$820K +$30.3K +1,111 +4%
KLWA
1208
Kelly Lawrence W & Associates
California
$815K +$40.5K +1,486 +5%
CWP
1209
Capital Wealth Planning
Florida
$813K +$203K +7,436 +33%
SOAMC
1210
Spirit of America Management Corp
New York
$812K – – –
ACI
1211
Advance Capital I
Michigan
$810K +$192K +7,062 +31%
ZIC
1212
ZWJ Investment Counsel
Georgia
$802K +$6.93K +254 +0.9%
IC
1213
Inverness Counsel
New York
$801K +$14.4K +527 +2%
PWS
1214
Peloton Wealth Strategists
Indiana
$799K +$103K +3,794 +15%
EA
1215
Emerald Advisers
Pennsylvania
$798K +$8.93K +328 +1%
PSI
1216
Pinnacle Summer Investments
Virginia
$795K -$45.9K -1,684 -5%
ROTUOC
1217
Regents of the University of California
California
$794K – – –
SM
1218
Southport Management
Wyoming
$790K -$2.44M -89,590 -76%
CCM
1219
Chilton Capital Management
Texas
$786K -$30.2K -1,107 -4%
IAS
1220
IMA Advisory Services
Colorado
$786K – – –
RFA
1221
Reilly Financial Advisors
California
$773K -$58.2K -2,116 -7%
FSA
1222
Franklin Street Advisors
North Carolina
$772K -$46.8K -1,716 -6%
P3I
1223
Progeny 3 Inc
Washington
$770K – – –
NAM
1224
Needelman Asset Management
California
$764K – – –
JIC
1225
Joel Isaacson & Co
New York
$764K +$240K +8,797 +46%
47 48
49
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