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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
FDS
2151
First Dallas Securities
Texas
$118K +$117K +3,436 New
WCAMG
2152
Woodard & Company Asset Management Group
North Carolina
$118K +$118K +3,450 New
CFD
2153
Creative Financial Designs
Indiana
$116K -$3.65K -107 -3%
RFWA
2154
RPg Family Wealth Advisory
Massachusetts
$112K
IAM
2155
Integre Asset Management
New York
$108K -$109K -3,207 -51%
PS
2156
Portfolio Strategies
New York
$107K +$106K +3,110 New
APSP
2157
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K +$614 +18 +0.6%
EARNEST Partners
2158
EARNEST Partners
Georgia
$105K +$104K +3,045 New
SAS
2159
Stelac Advisory Services
New York
$104K -$956K -28,023 -90%
BCP
2160
Blackhawk Capital Partners
Wisconsin
$104K +$103K +3,022 New
AA
2161
AlphaMark Advisors
Kentucky
$102K
RPG
2162
Risk Paradigm Group
Texas
$101K
TFA
2163
Toth Financial Advisory
Virginia
$100K +$99.5K +2,917 New
TWMP
2164
Taylor Wealth Management Partners
Massachusetts
$99K
SP
2165
SWS Partners
Ohio
$96K +$94.9K +2,783 New
RIA
2166
RPG Investment Advisory
California
$94K
FFW
2167
Fusion Family Wealth
New York
$90K +$42.7K +1,252 +91%
RAM
2168
Riggs Asset Management
Pennsylvania
$85K +$3.27K +96 +4%
PCM
2169
Poehling Capital Management
Wisconsin
$85K +$84.8K +2,486 New
GTAM
2170
Global Trust Asset Management
Florida
$85K +$84.8K +2,487 New
RBC
2171
Roble Belko & Company
Pennsylvania
$83K
MUS
2172
Mitsubishi UFJ Securities
Japan
$83K +$49.2K +1,444 +147%
BCM
2173
Brasada Capital Management
Texas
$75K +$74.6K +2,189 New
CAM
2174
CenterStar Asset Management
Illinois
$71K
T2I
2175
Turim 21 Investimentos
Brazil
$71K

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.