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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
LRPA
1526
L. Roy Papp & Associates
Arizona
$783K -$20.3K -632 -3%
AEPG
1527
American Economic Planning Group
New Jersey
$781K +$4.56K +142 +0.6%
GAM
1528
Gotham Asset Management
New York
$779K -$15.2M -473,363 -95%
ATC
1529
Adirondack Trust Company
New York
$779K +$12.9K +401 +2%
AHB
1530
Abner Herrman & Brock
New Jersey
$779K +$93.8K +2,918 +15%
SBL
1531
Sargent Bickham Lagudis
Colorado
$776K -$14.3K -445 -2%
HFBOT
1532
Home Federal Bank of Tennessee
Tennessee
$775K -$5.08K -158 -0.7%
AB
1533
AT Bancorp
Iowa
$773K -$465K -14,460 -39%
CCM
1534
CrestPoint Capital Management
Missouri
$771K -$44.1K -1,371 -6%
CG
1535
Colony Group
Massachusetts
$769K -$137K -4,277 -16%
IAS
1536
IMA Advisory Services
Colorado
$769K -$28.9K -899 -4%
RPA
1537
Rock Point Advisors
Vermont
$769K +$3.41K +106 +0.5%
SAM
1538
Security Asset Management
New York
$768K -$6.59K -205 -0.9%
VNIM
1539
Vaughan Nelson Investment Management
Texas
$766K +$727K +22,608 New
ITIM
1540
Indiana Trust & Investment Management
Indiana
$765K +$18.3K +569 +3%
SSG
1541
Summit Securities Group
New York
$764K -$40.6K -1,264 -5%
PWSG
1542
Pacific Wealth Strategies Group
California
$764K +$90.9K +2,828 +14%
AP
1543
Atwood & Palmer
Missouri
$762K -$4.66K -145 -0.6%
DDPIC
1544
Deroy & Devereaux Private Investment Counsel
Michigan
$760K -$33.9K -1,054 -4%
MKC
1545
M. Kraus & Co
Vermont
$754K
OCG
1546
Opus Capital Group
Ohio
$751K -$126K -3,920 -15%
LTI
1547
Laffer Tengler Investments
Tennessee
$751K -$23.4K -729 -3%
BFPW
1548
BOK Financial Private Wealth
Colorado
$749K -$198K -6,160 -22%
CCM
1549
Canal Capital Management
Virginia
$749K -$7.36K -229 -1%
BRM
1550
Boston Research & Management
Massachusetts
$748K

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.