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2,075 hedge funds and large institutions have $145B invested in Pfizer in 2017 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 859 increasing their positions, 909 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 77

5% more funds holding in top 10

Funds holding in top 10: 172180 (+8)

3% more capital invested

Capital invested by funds: $140B → $145B (+$4.89B)

1% more funds holding

Funds holding: 2,0602,075 (+15)

0.12% more ownership

Funds ownership: 74.74%74.86% (+0.12%)

6% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 909

25% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.99B

Holders
2,075
Holders Change
+15
Holders Change %
+0.73%
% of All Funds
51.64%
Holding in Top 10
180
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+4.65%
% of All Funds
4.48%
New
114
Increased
859
Reduced
909
Closed
77
Calls
$1.49B
Puts
$1.99B
Net Calls
-$502M
Net Calls Change
-$78.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
1726
Security National Bank of Sioux City Iowa
Iowa
$432K +$419K +13,303 New
GWI
1727
Grace & White Inc
New York
$430K -$43.3K -1,374 -9%
TC
1728
Trust Company
Kansas
$430K
WCM
1729
Windsor Capital Management
Arizona
$429K +$58.5K +1,856 +16%
FI
1730
FormulaFolio Investments
Michigan
$427K -$16.3K -517 -4%
TBA
1731
Train Babcock Advisors
New York
$424K -$91.4K -2,899 -18%
RFCA
1732
R&F Capital Advisors
New York
$423K -$909K -28,836 -69%
RAM
1733
Redmond Asset Management
Virginia
$419K
VSWA
1734
Vontobel Swiss Wealth Advisors
Switzerland
$418K -$25.6K -812 -6%
PFGIA
1735
Patriot Financial Group Insurance Agency
Massachusetts
$418K +$24.6K +780 +6%
BWA
1736
Burt Wealth Advisors
Maryland
$416K -$67.6K -2,145 -14%
CG
1737
Corundum Group
Colorado
$414K
MSTVIM
1738
Messner & Smith Theme Value Investment Management
California
$411K
BCM
1739
Bluefin Capital Management
New York
$410K -$1.03M -32,612 -72%
CISOA
1740
Capital Investment Services of America
Wisconsin
$410K
GC
1741
Garde Capital
Washington
$408K -$53.3K -1,691 -12%
MWM
1742
Meridian Wealth Management
Kentucky
$407K +$118K +3,736 +42%
VC
1743
Vicus Capital
Pennsylvania
$406K -$425K -13,479 -52%
PAG
1744
Pinnacle Advisory Group
Maryland
$405K -$145K -4,600 -27%
LCM
1745
Lucas Capital Management
New Jersey
$404K
MJP
1746
Michael J. Puzo
$402K
MC
1747
Menta Capital
California
$398K -$4.64M -147,232 -92%
HCM
1748
Highlander Capital Management
New Jersey
$398K
LCM
1749
Liberty Capital Management
Michigan
$398K
ARM
1750
Adirondack Research & Management
New York
$396K +$10.3K +327 +3%

PFE Hedge Fund Activity: Q1 2017 in Review

2,075 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2017, worth a combined $145B — up 3.5% from $140B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new PFE positions and 77 closed out — a net gain of 37 holders — while 859 added to existing stakes and 909 trimmed.

The largest buyer was BlackRock, adding an estimated $14.3B. The largest seller was AllianceBernstein, cutting an estimated $368M.

  • 2,075 institutional investors held Pfizer (PFE) as of Q1 2017, up from 2,060 in Q4 2016.
  • Funds reported $145B of Pfizer stock for Q1 2017, up 3.5% quarter-over-quarter.
  • 114 funds opened new Pfizer positions in Q1 2017 and 77 closed out, a net change of +37 holders.
  • The largest Pfizer buyer in Q1 2017 was BlackRock, an estimated $14.3B added.
  • The largest Pfizer seller in Q1 2017 was AllianceBernstein, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2017.