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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
AWM
1776
AllSquare Wealth Management
New York
$356K
WC
1777
Whitnell & Co
Illinois
$356K +$5.33K +169 +2%
DK
1778
Darrell & King
Virginia
$356K +$13.3K +422 +4%
FCB
1779
First Command Bank
Texas
$354K +$12.7K +404 +4%
FCFS
1780
First Command Financial Services
Texas
$354K +$12.7K +404 +4%
DLHL
1781
Donald L. Hagan LLC
Florida
$353K
KL
1782
Kinsight LLC
Alabama
$353K
NG
1783
NatWest Group
United Kingdom
$353K
AMCA
1784
Arthur M. Cohen & Associates
Illinois
$350K -$186K -5,902 -30%
HFA
1785
High Falls Advisors
New York
$350K +$662 +21 +0.2%
AA
1786
Alesco Advisors
New York
$349K -$161K -5,091 -32%
HCP
1787
Holt Capital Partners
Texas
$348K
GS
1788
GAM Systematic
United Kingdom
$346K +$273K +8,659 +432%
HCIA
1789
Hochman Cole Investment Advisors
Illinois
$345K +$3.53K +112 +1%
UF
1790
Univest Financial
Pennsylvania
$344K -$351K -11,127 -51%
SGK
1791
Steigerwald Gordon & Koch
Virginia
$343K +$79.6K +2,525 +31%
PP
1792
Peconic Partners
New York
$342K +$332K +10,540 New
FC
1793
Forte Capital
New York
$340K +$46.7K +1,482 +16%
QC
1794
QCM Cayman
Texas
$339K +$329K +10,449 New
KKAMG
1795
Kernodle & Katon Asset Management Group
Arkansas
$338K +$55.8K +1,771 +20%
SG
1796
StoneX Group
New York
$335K -$6.15K -195 -2%
FC
1797
Fayerweather Charles
$331K
FUBT
1798
First United Bank & Trust
Maryland
$331K +$47.8K +1,515 +17%
VFP
1799
Verus Financial Partners
Virginia
$330K +$32 +1 +0%
DW
1800
Domani Wealth
Pennsylvania
$330K +$158 +5 +0%

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.