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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
Mackenzie Financial
1301
Mackenzie Financial
Ontario, Canada
$1.4M -$923K -28,733 -41%
ARMT
1302
Amica Retiree Medical Trust
Rhode Island
$1.4M
FHC
1303
First Heartland Consultants
Missouri
$1.4M +$81.6K +2,540 +7%
PFBT
1304
Parkside Financial Bank & Trust
Missouri
$1.4M +$73.2K +2,276 +6%
CCG
1305
Chatham Capital Group
Georgia
$1.4M -$86.3K -2,686 -6%
BJL
1306
Brighton Jones LLC
Washington
$1.39M -$103K -3,204 -7%
VCM
1307
Vigilant Capital Management
Maine
$1.39M -$48.6K -1,511 -4%
MHIM
1308
MacNealy Hoover Investment Management
Ohio
$1.39M -$6.78K -211 -0.5%
CWM
1309
Cornerstone Wealth Management
Missouri
$1.39M +$138K +4,283 +12%
AWA
1310
Arete Wealth Advisors
Illinois
$1.39M +$180K +5,605 +16%
EFSCE
1311
Enterprise Financial Services Corp (EFSC)
Missouri
$1.38M -$10.7K -334 -0.8%
TBNY
1312
Trustco Bank (New York)
New York
$1.38M
Lido Advisors
1313
Lido Advisors
California
$1.38M -$14.6K -455 -1%
SIC
1314
Shoker Investment Counsel
Ohio
$1.37M +$16.8K +524 +1%
CA
1315
Corrado Advisors
New Jersey
$1.36M -$7.23K -225 -0.6%
BWM
1316
Baystate Wealth Management
Massachusetts
$1.36M +$156K +4,848 +14%
HJA
1317
Hugh Johnson Advisors
New York
$1.36M +$242K +7,522 +23%
LJHT
1318
Laurie J. Hall Trustee
$1.35M
SFSG
1319
Stearns Financial Services Group
North Carolina
$1.35M -$792K -24,644 -38%
OC
1320
Oarsman Capital
Wisconsin
$1.35M -$106K -3,284 -8%
AMG
1321
Asset Management Group
Connecticut
$1.34M -$68.7K -2,137 -5%
QT
1322
Quantbot Technologies
New York
$1.34M +$1.28M +39,672 New
SC
1323
Saybrook Capital
North Carolina
$1.34M -$4.98K -155 -0.4%
FMTCOCP
1324
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.34M +$43.2K +1,344 +4%
SAA
1325
Southeast Asset Advisors
Georgia
$1.33M -$100K -3,110 -7%

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.