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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
AF
1676
Allworth Financial
California
$483K -$12.6K -393 -3%
KWMG
1677
King Wealth Management Group
Florida
$482K +$1.83K +57 +0.4%
FM
1678
Family Management
New York
$482K +$99.9K +3,109 +28%
JGIA
1679
Jackson Grant Investment Advisers
Connecticut
$481K -$24.7K -767 -5%
GIA
1680
GHP Investment Advisors
Colorado
$481K +$18.8K +584 +4%
BRA
1681
Bender Robert & Associates
California
$476K -$16.9K -527 -4%
WCM
1682
Windsor Capital Management
Arizona
$476K
SC
1683
Scholtz & Company
Connecticut
$475K +$451K +14,018 New
LFG
1684
LifePlan Financial Group
Ohio
$474K +$932 +29 +0.2%
WIM
1685
Wittenberg Investment Management
Massachusetts
$469K -$20.6K -642 -4%
SG
1686
Swarthmore Group
Pennsylvania
$468K +$444K +13,807 New
PFM
1687
Parsec Financial Management
North Carolina
$467K +$5.82K +181 +1%
CAM
1688
Congress Asset Management
Massachusetts
$467K +$56.5K +1,758 +15%
BWA
1689
Burt Wealth Advisors
Maryland
$465K -$22.5K -699 -5%
CA
1690
Cortland Associates
Missouri
$463K -$19K -592 -4%
SLT
1691
St Louis Trust
Missouri
$459K
NWM
1692
Northwest Wealth Management
Iowa
$457K -$39.6K -1,232 -8%
HHAA
1693
Henry H. Armstrong Associates
Pennsylvania
$457K
PV
1694
Private Vista
Illinois
$457K +$108K +3,363 +33%
LPC
1695
Loeb Partners Corp
New York
$453K -$583K -18,129 -58%
MAA
1696
Mraz Amerine & Associates
California
$452K -$202K -6,286 -32%
SCM
1697
Stellar Capital Management
Arizona
$452K +$225 +7 +0.1%
GWI
1698
Grace & White Inc
New York
$449K
RGNCM
1699
R.G. Niederhoffer Capital Management
New York
$449K +$427K +13,280 New
FCB
1700
First Command Bank
Texas
$447K +$19.1K +594 +5%

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.