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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
SHIM
1901
Stone House Investment Management
Pennsylvania
$230K -$26.6K -828 -11%
TCM
1902
Tufton Capital Management
Maryland
$230K +$218K +6,793 New
CSA
1903
Cottage Street Advisors
Massachusetts
$229K
EF
1904
Empirical Finance
Pennsylvania
$229K
FPCP
1905
Fort Point Capital Partners
California
$229K +$217K +6,753 New
BCM
1906
Blume Capital Management
California
$228K
ICM
1907
IMS Capital Management
Oregon
$227K +$64 +2 +0%
BII
1908
Bainco International Investors
Massachusetts
$226K -$94.9K -2,952 -31%
CB
1909
Cooke & Bieler
Pennsylvania
$226K -$10.2K -316 -5%
AWM
1910
Affinity Wealth Management
Delaware
$226K -$1.06K -33 -0.5%
EBSAM
1911
Eubel Brady & Suttman Asset Management
Ohio
$226K +$1.13K +35 +0.5%
NQWM
1912
Northwest Quadrant Wealth Management
Oregon
$225K +$1.64K +51 +0.8%
PFA
1913
Pinnacle Family Advisors
Missouri
$225K +$213K +6,635 New
CIC
1914
Chilton Investment Company
Connecticut
$224K -$12.8K -398 -6%
ATIA
1915
American Trust Investment Advisors
New Hampshire
$224K -$5.08K -158 -2%
NA
1916
Nottingham Advisors
New York
$224K +$212K +6,602 New
FHB
1917
First Hawaiian Bank
Hawaii
$220K +$3.28K +102 +2%
CG
1918
CFO4Life Group
Texas
$215K -$15.3K -477 -7%
UF
1919
Univest Financial
Pennsylvania
$215K -$5.14K -160 -2%
IAM
1920
Integre Asset Management
New York
$215K
HCMT
1921
Highland Capital Management (Texas)
Texas
$214K -$3.18M -99,076 -94%
SAM
1922
Shikiar Asset Management
New York
$214K -$180K -5,586 -47%
CNC
1923
Citizens & Northern Corp
Pennsylvania
$214K -$26.8K -835 -12%
PGCM
1924
Prescott Group Capital Management
Oklahoma
$214K
RVPG
1925
Relative Value Partners Group
$214K

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.