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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
BSB
1376
Bangor Savings Bank
Maine
$1.2M +$60.5K +1,881 +6%
BCP
1377
Berkeley Capital Partners
Georgia
$1.2M -$113K -3,530 -9%
MVA
1378
Mount Vernon Associates
Maryland
$1.2M +$74.5K +2,318 +7%
FIB
1379
First Interstate Bank
Montana
$1.2M +$20.1K +626 +2%
TH
1380
Timber Hill
Connecticut
$1.19M +$1.13M +35,264 New
SCM
1381
Southport Capital Management
Tennessee
$1.19M +$579 +18 +0.1%
TCCM
1382
Timber Creek Capital Management
Massachusetts
$1.19M -$5.75K -179 -0.5%
NFG
1383
Nadler Financial Group
Illinois
$1.18M +$1.93K +60 +0.2%
OIA
1384
Optimum Investment Advisors
Illinois
$1.18M +$20.9K +649 +2%
TAM
1385
Troy Asset Management
United Kingdom
$1.18M +$1.12M +34,782 New
UBWV
1386
United Bank (West Virginia)
West Virginia
$1.17M +$3.38K +105 +0.3%
CHA
1387
Cedar Hill Associates
Illinois
$1.17M +$732K +22,760 +193%
CCM
1388
Crossvault Capital Management
Texas
$1.17M
MC
1389
Mathes Company
New York
$1.16M -$16.9K -527 -2%
ID
1390
Integral Derivatives
New York
$1.16M -$505K -15,705 -31%
WPA
1391
Winning Points Advisors
Florida
$1.16M +$35.2K +1,096 +3%
FSA
1392
Franklin Street Advisors
North Carolina
$1.16M +$29.4K +915 +3%
SEC
1393
Seven Eight Capital
New York
$1.16M +$1.1M +34,150 +72,660%
ZF
1394
Zhang Financial
Michigan
$1.16M +$161 +5 +0%
PL
1395
Plancorp LLC
Missouri
$1.15M -$928K -28,862 -46%
WI
1396
Wintrust Investments
Illinois
$1.15M +$37.6K +1,169 +4%
SCM
1397
Sandler Capital Management
New York
$1.14M +$13.6K +422 +1%
IP
1398
Investment Partners
Ohio
$1.14M -$296K -9,200 -21%
S
1399
SignatureFD
Georgia
$1.14M +$55.3K +1,722 +5%
PC
1400
Palo Capital
California
$1.14M +$15.7K +487 +1%

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.