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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
CNAM
1301
Campbell Newman Asset Management
Wisconsin
$1.37M -$8.68M -275,356 -87%
CC
1302
Cadinha & Co
Hawaii
$1.37M -$6.65K -211 -0.5%
UFG
1303
United Fire Group
Iowa
$1.37M
CCM
1304
Cutler Capital Management
Massachusetts
$1.37M +$99.7K +3,162 +8%
CCP
1305
Corient Capital Partners
California
$1.37M -$64.8K -2,056 -5%
PRHC
1306
P.R. Herzig & Co
New York
$1.36M
PAM
1307
Premier Asset Management
Illinois
$1.36M +$39.9K +1,265 +3%
BLAM
1308
Bourne Lent Asset Management
New York
$1.35M
NAM
1309
North American Management
Massachusetts
$1.35M +$9.3K +295 +0.7%
BAM
1310
Baring Asset Management
United Kingdom
$1.35M -$1.94M -61,654 -60%
ARMT
1311
Amica Retiree Medical Trust
Rhode Island
$1.34M
TBNY
1312
Trustco Bank (New York)
New York
$1.34M
CIAS
1313
Capital Investment Advisory Services
North Carolina
$1.33M +$52.8K +1,674 +4%
MC
1314
Miles Capital
Iowa
$1.33M -$106K -3,377 -8%
MHIM
1315
MacNealy Hoover Investment Management
Ohio
$1.33M -$13.9K -442 -1%
SAA
1316
Southeast Asset Advisors
Georgia
$1.33M +$35K +1,110 +3%
SAM
1317
Symphony Asset Management
California
$1.32M -$1.7M -54,036 -57%
DIP
1318
DT Investment Partners
Pennsylvania
$1.32M +$198K +6,286 +18%
CA
1319
Corrado Advisors
New Jersey
$1.31M +$22.6K +717 +2%
KC
1320
Kingfisher Capital
North Carolina
$1.31M +$117K +3,703 +10%
GFPC
1321
Global Financial Private Capital
Florida
$1.31M +$1.27M +40,328 New
SMC
1322
Smith, Moore & Co
Missouri
$1.3M +$85.6K +2,714 +7%
S
1323
SignatureFD
Georgia
$1.3M +$434K +13,769 +52%
DBT
1324
Dubuque Bank & Trust
Iowa
$1.3M +$25.5K +809 +2%
CCA
1325
Cobblestone Capital Advisors
New York
$1.3M -$97.7K -3,100 -7%

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.