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545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $54.9M | Put options by funds: $27.4M

18% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 191

1.36% more ownership

Funds ownership: 80.55%81.92% (+1.4%)

1% more capital invested

Capital invested by funds: $11.5B → $11.7B (+$143M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 565545 (-20)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$2.1M -$32.9K -963 -2%
CCM
227
Cadence Capital Management
Massachusetts
$2.08M -$472K -13,812 -19%
Mariner
228
Mariner
Kansas
$2.08M +$27.2K +797 +1%
CWM
229
CIBC World Markets
New York
$2.08M +$60.5K +1,771 +3%
CB
230
Chemical Bank
Michigan
$2.06M +$56.5K +1,654 +3%
OC
231
Oppenheimer & Co
New York
$2.02M -$2.11M -61,692 -52%
HW
232
Hancock Whitney
Mississippi
$2.02M -$164K -4,806 -8%
Korea Investment Corp
233
Korea Investment Corp
South Korea
$1.99M -$465K -13,600 -19%
MSA
234
Mason Street Advisors
Wisconsin
$1.98M +$410 +12 +0%
AIA
235
AGF Investments America
Ontario, Canada
$1.98M +$23.7K +693 +1%
NIC
236
Northwest Investment Counselors
Oregon
$1.97M -$137 -4 -0%
Skandinaviska Enskilda Banken (SEB)
237
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.97M +$68.3K +2,000 +4%
Nomura Asset Management
238
Nomura Asset Management
Japan
$1.94M +$151K +4,428 +9%
GAM
239
Gotham Asset Management
New York
$1.91M +$1.87M +54,601 New
CBOA
240
Commonwealth Bank of Australia
Australia
$1.88M +$40.6K +1,189 +2%
B
241
Barings
North Carolina
$1.87M -$1.19M -34,800 -39%
Neuberger Berman Group
242
Neuberger Berman Group
New York
$1.86M +$210K +6,158 +13%
AHC
243
Adell Harriman & Carpenter
Texas
$1.86M +$191K +5,600 +12%
UCFA
244
United Capital Financial Advisors
Texas
$1.8M +$1.54M +45,135 +707%
CIP
245
Chartwell Investment Partners
Pennsylvania
$1.78M +$22.7K +665 +1%
FAB
246
First American Bank
Illinois
$1.77M +$32.2K +943 +2%
RT
247
Rockland Trust
Massachusetts
$1.77M -$37K -1,082 -2%
MSE
248
MUFG Securities EMEA
United Kingdom
$1.75M +$1.71M +50,000 New
DnB Asset Management
249
DnB Asset Management
Norway
$1.75M
CPO
250
Cerity Partners OCIO
New York
$1.74M +$79.6K +2,330 +5%

IVZ Hedge Fund Activity: Q3 2017 in Review

545 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2017, worth a combined $11.7B — up 1.2% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IVZ and 49 opened new positions — a net loss of 9 holders — while 191 trimmed existing stakes and 225 added.

The largest buyer was Amundi Asset Management US, adding an estimated $103M. The largest seller was Putnam Investments, cutting an estimated $86.2M.

  • 545 institutional investors held Invesco (IVZ) as of Q3 2017, down from 565 in Q2 2017.
  • Funds reported $11.7B of Invesco stock for Q3 2017, up 1.2% quarter-over-quarter.
  • 49 funds opened new Invesco positions in Q3 2017 and 58 closed out, a net change of -9 holders.
  • The largest Invesco buyer in Q3 2017 was Amundi Asset Management US, an estimated $103M added.
  • The largest Invesco seller in Q3 2017 was Putnam Investments, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2017.