Pfizer
PFE
1,967 hedge funds and large institutions have $134B invested in Pfizer in 2016 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 920 increasing their positions, 731 reducing their positions, and 92 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 920 | Existing positions reduced: 731
24% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 92
1.62% more ownership
Funds ownership: 77.11% → 78.73% (+1.6%)
0% less funds holding
Funds holding: 1,969 → 1,967 (-2)
8% less call options, than puts
Call options by funds: $3.49B | Put options by funds: $3.78B
8% less capital invested
Capital invested by funds: $146B → $134B (-$11.5B)
21% less funds holding in top 10
Funds holding in top 10: 253 → 201 (-52)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.62B |
| 2 |
Royal London Asset Management
United Kingdom
|
+$1.24B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$720M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$717M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$300M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$701M |
| 2 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$471M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$282M |
| 4 |
State Street
Boston,
Massachusetts
|
-$251M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
-$244M |
PFE Hedge Fund Activity: Q1 2016 in Review
1,967 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2016, worth a combined $134B — down 7.9% from $146B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new PFE positions and 92 closed out — a net gain of 22 holders — while 920 added to existing stakes and 731 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.62B. The largest seller was Boston Partners, cutting an estimated $701M.
- 1,967 institutional investors held Pfizer (PFE) as of Q1 2016, down from 1,969 in Q4 2015.
- Funds reported $134B of Pfizer stock for Q1 2016, down 7.9% quarter-over-quarter.
- 114 funds opened new Pfizer positions in Q1 2016 and 92 closed out, a net change of +22 holders.
- The largest Pfizer buyer in Q1 2016 was Goldman Sachs, an estimated $1.62B added.
- The largest Pfizer seller in Q1 2016 was Boston Partners, an estimated $701M sold.
Based on aggregated 13F filings for Q1 2016.