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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
AIM
1751
Avity Investment Management
Connecticut
$389K -$62.2K -1,973 -14%
CAM
1752
Congress Asset Management
Massachusetts
$389K -$11.4K -362 -3%
CA
1753
Continuum Advisory
Idaho
$389K +$378K +11,982 New
CCMG
1754
Clark Capital Management Group
Pennsylvania
$388K -$22.5M -713,964 -98%
KLI
1755
Kelman-Lazarov Inc
Tennessee
$388K -$30.6K -969 -7%
WRM
1756
Weybosset Research & Management
Rhode Island
$388K
RWA
1757
RGT Wealth Advisors
Texas
$384K -$404K -12,819 -52%
SFFS
1758
Stonehage Fleming Financial Services
Jersey
$384K
CAL
1759
Capital Advisors Ltd
Ohio
$383K -$5.08K -161 -1%
BWM
1760
BigSur Wealth Management
Florida
$383K
LC
1761
Lincoln Capital
Nebraska
$378K +$71.1K +2,256 +24%
BKA
1762
Brick & Kyle Associates
Pennsylvania
$375K -$12.5K -397 -3%
MGIA
1763
Matthew Goff Investment Advisor
Texas
$375K +$365K +11,563 New
CS
1764
Cannell & Spears
New York
$373K
CW
1765
Cobiz Wealth
Colorado
$370K +$13.5K +427 +4%
MCM
1766
McRae Capital Management
New Jersey
$369K -$59.8K -1,897 -14%
VWA
1767
V Wealth Advisors
Kansas
$368K +$357K +11,332 New
SGCA
1768
Steel Grove Capital Advisors
Tennessee
$367K -$4.01M -127,067 -92%
WPC
1769
White Pine Capital
Minnesota
$366K
WA
1770
Wealth Architects
California
$364K +$2.81K +89 +0.8%
OAM
1771
Occidental Asset Management
California
$362K
SMH
1772
Sanders Morris Harris
Texas
$362K
CCC
1773
Chelsea Counsel Company
California
$362K +$315 +10 +0.1%
NA
1774
Navellier & Associates
Nevada
$359K +$23.6K +749 +7%
TAM
1775
Trillium Asset Management
Massachusetts
$356K -$106K -3,357 -23%

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.