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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
FCFS
1701
First Command Financial Services
Texas
$447K +$19.1K +594 +5%
SGK
1702
Steigerwald Gordon & Koch
Virginia
$446K +$76.2K +2,371 +22%
QCMA
1703
Quad Capital Management Advisors
New York
$446K +$423K +13,175 New
GAG
1704
GM Advisory Group
New York
$445K -$89.8K -2,793 -18%
HIM
1705
Hillsdale Investment Management
Ontario, Canada
$445K +$372K +11,583 +743%
TBA
1706
Train Babcock Advisors
New York
$443K
MLFP
1707
MPS Loria Financial Planners
Illinois
$442K +$9.9K +308 +2%
PFGIA
1708
Patriot Financial Group Insurance Agency
Massachusetts
$437K -$3.89K -121 -0.9%
TCM
1709
Texan Capital Management
Texas
$436K -$15K -468 -4%
BMCM
1710
Bryn Mawr Capital Management
Pennsylvania
$436K +$414K +12,873 New
NCM
1711
Northside Capital Management
Oregon
$434K +$29.1K +906 +8%
BWP
1712
BSW Wealth Partners
Colorado
$433K -$29.6K -921 -7%
SAM
1713
Sawgrass Asset Management
Florida
$433K -$6.78K -211 -2%
BFA
1714
Beaumont Financial Advisors
Massachusetts
$431K +$8.77K +273 +2%
AA
1715
Alesco Advisors
New York
$430K +$68.9K +2,144 +20%
FAM
1716
Fenimore Asset Management
New York
$428K +$84K +2,615 +26%
ACM
1717
Alethea Capital Management
Washington
$427K -$108K -3,356 -21%
CA
1718
Continuum Advisory
Idaho
$425K -$16.8K -524 -4%
MSTVIM
1719
Messner & Smith Theme Value Investment Management
California
$422K -$6.46K -201 -2%
LCM
1720
Liberty Capital Management
Michigan
$422K
RAM
1721
Redmond Asset Management
Virginia
$421K -$26.1K -811 -6%
PM
1722
Parametrica Management
Hong Kong
$420K +$398K +12,390 New
HBWM
1723
Hollow Brook Wealth Management
New York
$419K
MJP
1724
Michael J. Puzo
$419K
TAM
1725
Trillium Asset Management
Massachusetts
$418K +$44.1K +1,371 +12%

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.