Pfizer
PFE
2,059 hedge funds and large institutions have $140B invested in Pfizer in 2016 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 873 increasing their positions, 794 reducing their positions, and 65 closing their positions.
197% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 65
5% more funds holding
Funds holding: 1,964 → 2,059 (+95)
10% more repeat investments, than reductions
Existing positions increased: 873 | Existing positions reduced: 794
0.09% less ownership
Funds ownership: 74.7% → 74.61% (-0.09%)
4% less capital invested
Capital invested by funds: $145B → $140B (-$5.96B)
17% less call options, than puts
Call options by funds: $2.07B | Put options by funds: $2.49B
26% less funds holding in top 10
Funds holding in top 10: 234 → 172 (-62)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$550M |
| 2 |
State Street
Boston,
Massachusetts
|
+$349M |
| 3 |
Asset Management One
Tokyo,
Japan
|
+$296M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$283M |
| 5 |
Lazard Asset Management
New York
|
+$260M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.63B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$400M |
| 3 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$338M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$288M |
| 5 |
Bank of New York Mellon
New York
|
-$209M |
PFE Hedge Fund Activity: Q4 2016 in Review
2,059 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2016, worth a combined $140B — down 4.1% from $145B a quarter earlier.
Buyers outnumbered sellers: 193 funds opened new PFE positions and 65 closed out — a net gain of 128 holders — while 873 added to existing stakes and 794 trimmed.
The largest buyer was Boston Partners, adding an estimated $550M. The largest seller was Capital World Investors, cutting an estimated $1.63B.
- 2,059 institutional investors held Pfizer (PFE) as of Q4 2016, up from 1,964 in Q3 2016.
- Funds reported $140B of Pfizer stock for Q4 2016, down 4.1% quarter-over-quarter.
- 193 funds opened new Pfizer positions in Q4 2016 and 65 closed out, a net change of +128 holders.
- The largest Pfizer buyer in Q4 2016 was Boston Partners, an estimated $550M added.
- The largest Pfizer seller in Q4 2016 was Capital World Investors, an estimated $1.63B sold.
Based on aggregated 13F filings for Q4 2016.