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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
SIAP
1951
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$170K -$19.6K -611 -11%
CIA
1952
Cascade Investment Advisors
Oregon
$167K
LD
1953
Lipe & Dalton
New York
$165K
HCA
1954
Heck Capital Advisors
Wisconsin
$164K +$5.82K +181 +4%
CII
1955
Capital International Inc
California
$161K -$678K -21,080 -82%
FMP
1956
Financial Management Professionals
Texas
$161K
LA
1957
Legacy Advisors
Pennsylvania
$153K -$20.6K -642 -12%
VIMU
1958
Veritas Investment Management (UK)
United Kingdom
$146K
GBBWRPM
1959
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$139K +$4.85K +151 +4%
TDC
1960
Thompson Davis & Co
Virginia
$134K -$130K -4,045 -50%
NCM
1961
Nelson Capital Management
California
$132K -$37.3K -1,160 -23%
CAW
1962
Cornerstone Advisors (Washington)
Washington
$129K
DSN
1963
D. Scott Neal
Kentucky
$129K +$16.6K +518 +16%
ACM
1964
Americafirst Capital Management
California
$127K +$121K +3,760 New
LYV
1965
Live Your Vision
Pennsylvania
$127K -$2.57K -80 -2%
FCT
1966
Family Capital Trust
Massachusetts
$125K
VIM
1967
Veritas Investment Management
United Kingdom
$121K
NIC
1968
Northwest Investment Counselors
Oregon
$118K +$22.8K +708 +26%
CFD
1969
Creative Financial Designs
Indiana
$118K +$81.9K +2,548 +270%
RFWA
1970
RPg Family Wealth Advisory
Massachusetts
$111K -$94.9K -2,953 -48%
QAM
1971
QCI Asset Management
New York
$110K -$24.5K -763 -19%
APSP
1972
Asset Planning Services (Pennsylvania)
Pennsylvania
$103K +$5.69K +177 +6%
IDBONY
1973
Israel Discount Bank of New York
New York
$103K +$98.2K +3,054 New
AA
1974
AlphaMark Advisors
Kentucky
$101K
RPG
1975
Risk Paradigm Group
Texas
$100K -$825K -25,680 -90%

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.