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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
PWMAG
1326
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M -$31.3K -975 -2%
VIA
1327
Vident Investment Advisory
Georgia
$1.32M +$789K +24,556 +171%
SG Americas Securities
1328
SG Americas Securities
New York
$1.32M -$16.3M -508,435 -93%
FNFDCM
1329
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.31M -$32.2K -1,002 -3%
HCC
1330
Hirtle Callaghan & Co
Pennsylvania
$1.31M +$1.18M +36,679 +1,828%
TFO
1331
Tarbox Family Office
California
$1.31M +$7.49K +233 +0.6%
JCM
1332
Jacobi Capital Management
Pennsylvania
$1.31M +$27.3K +850 +2%
AFNAS
1333
American Financial Network Advisory Services
California
$1.3M +$1.24M +38,524 New
PAM
1334
Premier Asset Management
Illinois
$1.3M -$22.9K -712 -2%
FA
1335
Fagan Associates
New York
$1.3M +$114K +3,544 +10%
CL
1336
CPWM LLC
Washington
$1.3M -$363K -11,282 -23%
YMRC
1337
Yorktown Management & Research Company
Virginia
$1.3M
CS
1338
Credential Securities
$1.3M +$32.8K +1,022 +3%
BIC
1339
Bridges Investment Counsel
Nebraska
$1.3M -$1.74M -54,134 -59%
AAS
1340
Annex Advisory Services
Wisconsin
$1.29M +$35.2K +1,096 +3%
I2I
1341
Insight 2811 Inc
Illinois
$1.29M +$101K +3,132 +9%
SJIM
1342
St. Johns Investment Management
Florida
$1.29M -$29.3K -911 -2%
MM
1343
Meridian Management
Arkansas
$1.29M +$10.2K +317 +0.8%
LAM
1344
Lingohr Asset Management
Germany
$1.29M
AI
1345
Accredited Investors
Minnesota
$1.29M +$453K +14,090 +59%
CAL
1346
Capital Analysts LLC
Pennsylvania
$1.29M +$24.8K +772 +2%
WAM
1347
Weatherly Asset Management
California
$1.29M -$16.5K -513 -1%
HA
1348
Hamel Associates
New Jersey
$1.29M
IAA
1349
Ironsides Asset Advisors
North Carolina
$1.29M
NJBEST
1350
New Jersey Better Educational Savings Trust
New Jersey
$1.28M +$67.8K +2,108 +6%

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.