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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
MCM
1251
Mengis Capital Management
Oregon
$1.55M -$71.1K -2,213 -5%
PP
1252
PDT Partners
New York
$1.54M
DBT
1253
Dubuque Bank & Trust
Iowa
$1.54M +$377K +11,726 +35%
IA
1254
Independence Advisors
Pennsylvania
$1.54M -$204K -6,358 -12%
CCA
1255
Cobblestone Capital Advisors
New York
$1.54M +$108K +3,372 +8%
KFS
1256
Kurt F. Somerville
$1.52M -$11.2K -348 -0.8%
MSFP
1257
Mark Sheptoff Financial Planning
Connecticut
$1.52M -$69.9K -2,174 -5%
BSWMG
1258
Barrington Strategic Wealth Management Group
Illinois
$1.52M -$17.1K -532 -1%
IAA
1259
Independent Advisor Alliance
North Carolina
$1.52M -$50.2K -1,561 -3%
P
1260
Pitcairn
Pennsylvania
$1.51M -$53.6K -1,669 -4%
MSAM
1261
Moloney Securities Asset Management
Missouri
$1.5M +$540K +16,795 +61%
FHA
1262
Flagship Harbor Advisors
Massachusetts
$1.5M +$9.84K +306 +0.7%
WCBA
1263
Weaver C. Barksdale & Associates
Tennessee
$1.5M +$20.8K +648 +1%
CHAM
1264
Clear Harbor Asset Management
Connecticut
$1.49M
WCM
1265
Wunderlich Capital Managemnt
Tennessee
$1.49M -$2.41K -75 -0.2%
PK
1266
Pflug Koory
Nebraska
$1.49M +$1.7K +53 +0.1%
MC
1267
Miles Capital
Iowa
$1.48M -$69.5K -2,161 -5%
WHG
1268
Westwood Holdings Group
Texas
$1.48M -$220K -6,845 -14%
PCA
1269
Peddock Capital Advisors
Massachusetts
$1.47M -$2.51K -78 -0.2%
MCM
1270
Maple Capital Management
Vermont
$1.47M -$85.9K -2,673 -6%
WA
1271
Wheatland Advisors
Pennsylvania
$1.47M -$16.9K -527 -1%
CCM
1272
Cutler Capital Management
Massachusetts
$1.46M +$33.9K +1,054 +3%
MLL
1273
Moody Lynn & Lieberson
Massachusetts
$1.46M -$1.74K -54 -0.1%
TWM
1274
Torch Wealth Management
Ohio
$1.45M +$3.38K +105 +0.2%
NIMI
1275
Natixis Investment Managers International
France
$1.45M -$409K -12,730 -23%

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.