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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
KTC
1251
Kistler-Tiffany Companies
Pennsylvania
$1.56M +$90.7K +2,877 +6%
PA
1252
Parallel Advisors
California
$1.55M +$160K +5,063 +12%
MBT
1253
Monroe Bank & Trust
Michigan
$1.55M -$20.5K -650 -1%
QCG
1254
Quadrant Capital Group
Ohio
$1.55M +$34.1K +1,083 +2%
GC
1255
Gratus Capital
Georgia
$1.54M +$12.5K +395 +0.8%
PFS
1256
Prospera Financial Services
Texas
$1.54M +$157K +4,973 +12%
DAM
1257
Delta Asset Management
Tennessee
$1.54M +$25.5K +810 +2%
FAM
1258
Formidable Asset Management
Ohio
$1.53M -$38.5K -1,220 -2%
MCM
1259
Maple Capital Management
Vermont
$1.53M -$147K -4,672 -9%
BIC
1260
Bridges Investment Counsel
Nebraska
$1.52M -$1.13M -35,752 -43%
MWP
1261
MYCIO Wealth Partners
Pennsylvania
$1.52M -$29.2K -927 -2%
KFS
1262
Kurt F. Somerville
$1.52M -$13.3K -421 -0.9%
FB
1263
Fulton Bank
Pennsylvania
$1.52M +$64.8K +2,054 +5%
KTA
1264
Keeley-Teton Advisors
Illinois
$1.52M +$1.47M +46,744 New
RB
1265
Rodgers Brothers
Pennsylvania
$1.52M +$30.2K +958 +2%
EAMA
1266
EFG Asset Management (Americas)
Florida
$1.51M +$294K +9,319 +28%
CBT
1267
Central Bank & Trust
Kentucky
$1.51M -$377K -11,954 -20%
CSS
1268
Cubist Systematic Strategies
Connecticut
$1.5M -$624K -19,793 -30%
AWM
1269
Altavista Wealth Management
North Carolina
$1.5M +$455K +14,420 +46%
BSWMG
1270
Barrington Strategic Wealth Management Group
Illinois
$1.49M -$58.1K -1,844 -4%
CCG
1271
Chatham Capital Group
Georgia
$1.49M +$80.6K +2,556 +6%
KL
1272
KWMG LLC
Kansas
$1.46M +$252K +8,004 +22%
MCP
1273
Mirador Capital Partners
California
$1.46M +$215K +6,809 +18%
WA
1274
Wheatland Advisors
Pennsylvania
$1.46M -$23.9K -757 -2%
BIM
1275
Bridgecreek Investment Management
Oklahoma
$1.46M

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.