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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
AP
1226
Appleton Partners
Massachusetts
$1.63M +$36.7K +1,143 +2%
BFC
1227
Blue Fin Capital
Rhode Island
$1.62M -$5.75K -179 -0.4%
SCM
1228
SOL Capital Management
Maryland
$1.62M -$49.1K -1,529 -3%
AWM
1229
Altavista Wealth Management
North Carolina
$1.61M +$75.4K +2,346 +5%
NDSI
1230
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M +$482 +15 +0%
MWP
1231
MYCIO Wealth Partners
Pennsylvania
$1.61M -$16.8K -524 -1%
ATC
1232
Argent Trust Co
Tennessee
$1.61M +$177K +5,519 +13%
FA
1233
FMA Advisory
Pennsylvania
$1.6M -$6.65K -207 -0.4%
IFWM
1234
Institute for Wealth Management
Colorado
$1.6M -$45.3K -1,408 -3%
GC
1235
Gratus Capital
Georgia
$1.6M +$868 +27 +0.1%
MBT
1236
Monroe Bank & Trust
Michigan
$1.6M +$6.88K +214 +0.5%
TA
1237
Tiedemann Advisors
New York
$1.59M -$2.04M -63,487 -57%
WEC
1238
Winslow Evans & Crocker
Massachusetts
$1.59M -$474K -14,736 -24%
DAM
1239
Delta Asset Management
Tennessee
$1.58M +$80.6K +2,509 +6%
AFS
1240
Access Financial Services
Minnesota
$1.58M +$192K +5,978 +15%
SCM
1241
Sterneck Capital Management
Missouri
$1.58M -$93.5K -2,910 -6%
PP
1242
PagnatoKarp Partners
Virginia
$1.58M +$40K +1,243 +3%
SIC
1243
SFE Investment Counsel
California
$1.58M -$15.7K -490 -1%
AssetMark Inc
1244
AssetMark Inc
California
$1.57M -$1.54M -47,871 -51%
PA
1245
Parallel Advisors
California
$1.57M +$132K +4,119 +10%
SFG
1246
Summit Financial Group
West Virginia
$1.57M +$66K +2,054 +5%
KTA
1247
Keeley-Teton Advisors
Illinois
$1.57M -$12.5K -390 -0.8%
PHIMC
1248
Private Harbour Investment Management & Counsel
Ohio
$1.57M -$34.7K -1,080 -2%
SMG
1249
Spectrum Management Group
Indiana
$1.57M +$1.49M +46,275 New
PCMC
1250
Paragon Capital Management (Colorado)
Colorado
$1.57M +$53.9K +1,676 +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.