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614 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 35

72% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $27.5M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

17% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 202

13% more funds holding

Funds holding: 545614 (+69)

5% more capital invested

Capital invested by funds: $11.7B → $12.3B (+$588M)

0.52% more ownership

Funds ownership: 81.92%82.43% (+0.52%)

Holders
614
Holders Change
+69
Holders Change %
+12.66%
% of All Funds
13.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
107
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
226
Weiss Multi-Strategy Advisers
New York
$2.56M +$2.53M +70,000 New
IP
227
Interval Partners
New York
$2.56M -$665K -18,371 -21%
Caisse de Depot et Placement du Quebec (CDPQ)
228
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.54M -$344K -9,500 -12%
US Bancorp
229
US Bancorp
Minnesota
$2.54M -$310K -8,573 -11%
ARTA
230
A.R.T. Advisors
New York
$2.47M +$1.22M +33,700 +99%
CSS
231
Cubist Systematic Strategies
Connecticut
$2.44M +$2.02M +55,778 +507%
IA
232
Icon Advisers
Colorado
$2.41M
EIM
233
ExxonMobil Investment Management
Texas
$2.37M -$346K -9,571 -13%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$2.28M +$7.63K +211 +0.3%
CSM
235
CAMG Solamere Management
North Carolina
$2.27M +$2.25M +62,268 New
DIA
236
Dean Investment Associates
Ohio
$2.27M +$73.2K +2,024 +3%
QT
237
Quantbot Technologies
New York
$2.27M -$1.96M -54,230 -47%
N
238
Natixis
France
$2.25M -$106K -2,943 -5%
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$2.23M +$633K +17,496 +40%
GAM
240
Gotham Asset Management
New York
$2.23M +$228K +6,312 +12%
CC
241
Cipher Capital
New York
$2.22M +$4.88K +135 +0.2%
OAM
242
Oppenheimer Asset Management
New York
$2.17M
PT
243
Plimoth Trust
Massachusetts
$2.17M +$2.14M +59,255 New
UAS
244
United Asset Strategies
New York
$2.16M +$2.14M +59,097 New
CB
245
Chemical Bank
Michigan
$2.15M +$4.52K +125 +0.2%
CCM
246
Cadence Capital Management
Massachusetts
$2.15M -$24.7K -684 -1%
Nomura Asset Management
247
Nomura Asset Management
Japan
$2.14M +$118K +3,270 +6%
AIA
248
AGF Investments America
Ontario, Canada
$2.12M +$56.7K +1,567 +3%
AHC
249
Adell Harriman & Carpenter
Texas
$2.11M +$170K +4,700 +9%
DekaBank Deutsche Girozentrale
250
DekaBank Deutsche Girozentrale
Germany
$2.1M

IVZ Hedge Fund Activity: Q4 2017 in Review

614 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2017, worth a combined $12.3B — up 5% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new IVZ positions and 35 closed out — a net gain of 72 holders — while 236 added to existing stakes and 202 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $83.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $93.1M.

  • 614 institutional investors held Invesco (IVZ) as of Q4 2017, up from 545 in Q3 2017.
  • Funds reported $12.3B of Invesco stock for Q4 2017, up 5% quarter-over-quarter.
  • 107 funds opened new Invesco positions in Q4 2017 and 35 closed out, a net change of +72 holders.
  • The largest Invesco buyer in Q4 2017 was Amundi Asset Management US, an estimated $83.4M added.
  • The largest Invesco seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $93.1M sold.

Based on aggregated 13F filings for Q4 2017.