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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
PAM
1376
Peak Asset Management
Colorado
$1.17M -$43.2K -1,370 -4%
BTIS
1377
BB&T Investment Services
North Carolina
$1.17M -$80.8K -2,564 -7%
ZF
1378
Zhang Financial
Michigan
$1.17M +$52.3K +1,658 +5%
MBI
1379
Montrusco Bolton Investments
Quebec, Canada
$1.17M +$176K +5,576 +18%
BW
1380
Bison Wealth
Georgia
$1.16M -$124K -3,936 -10%
SCA
1381
Sippican Capital Advisors
Massachusetts
$1.16M +$131K +4,158 +13%
BWFM
1382
Bridgewater Wealth & Financial Management
Maryland
$1.16M -$12.7K -404 -1%
FDCDDQ
1383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15M +$1.12M +35,585 New
WI
1384
Wintrust Investments
Illinois
$1.15M +$239K +7,570 +27%
RWM
1385
RKL Wealth Management
Pennsylvania
$1.15M -$189K -6,000 -14%
TCCM
1386
Timber Creek Capital Management
Massachusetts
$1.15M +$5.64K +179 +0.5%
FA
1387
Fagan Associates
New York
$1.14M -$1.62M -51,241 -59%
AFS
1388
Access Financial Services
Minnesota
$1.13M +$42.4K +1,344 +4%
MC
1389
Mathes Company
New York
$1.13M -$69.3K -2,199 -6%
MC
1390
Muhlenkamp & Co
Pennsylvania
$1.13M -$31.6K -1,001 -3%
SCM
1391
Southport Capital Management
Tennessee
$1.13M -$10.6K -336 -1%
NCM
1392
Noesis Capital Mangement
Florida
$1.13M +$2.58K +82 +0.2%
Koshinski Asset Management
1393
Koshinski Asset Management
Illinois
$1.13M +$218K +6,899 +25%
HA
1394
Halsey Associates
Connecticut
$1.13M +$35.9K +1,139 +3%
CSM
1395
CAMG Solamere Management
North Carolina
$1.12M +$1.09M +34,624 New
PMFA
1396
Plante Moran Financial Advisors
Michigan
$1.12M -$206K -6,528 -16%
MWM
1397
Mission Wealth Management
California
$1.12M -$66.7K -2,115 -6%
VNA
1398
Valley National Advisers
Pennsylvania
$1.12M -$125K -3,977 -10%
WPA
1399
West Paces Advisors
Georgia
$1.12M +$71.5K +2,267 +7%
BWP
1400
Baldwin Wealth Partners
Massachusetts
$1.12M -$2.24K -71 -0.2%

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.