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Invesco
IVZ

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 27

34% more call options, than puts

Call options by funds: $36.4M | Put options by funds: $27.2M

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more funds holding

Funds holding: 427 → 474 (+47)

4% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 168

3% less capital invested

Capital invested by funds: $14.6B → $14.1B (-$465M)

2.24% less ownership

Funds ownership: 88.26% → 86.02% (-2.2%)

Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.76%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$154M
2
DCP
DSM Capital Partners
Florida
+$113M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$93.9M
4
O
OppenheimerFunds
New York
+$92.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$72.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$657M
2
JP Morgan Chase
JP Morgan Chase
New York
-$167M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$121M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$76.7M
5
HCM
Highbridge Capital Management
New York
-$49M
Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
251
Westwood Holdings Group
Texas
$2.15M – – –
SCM
252
Stux Capital Management
New York
$2.12M +$1.97M +58,200 New
MSA
253
Mason Street Advisors
Wisconsin
$2.09M -$17K -500 -0.9%
CF
254
CNA Financial
Illinois
$2.09M -$748K -22,050 -28%
Nomura Asset Management
255
Nomura Asset Management
Japan
$2.07M -$87.2K -2,570 -4%
RCM
256
Riverhead Capital Management
Delaware
$2.05M +$991K +29,228 +108%
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$2M +$240K +7,075 +15%
Two Sigma Advisers
258
Two Sigma Advisers
New York
$1.89M +$963K +28,400 +120%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$1.84M – – –
FCI
260
Financial Counselors Inc
Kansas
$1.83M +$128K +3,761 +8%
VOAM
261
Vertex One Asset Management
British Columbia, Canada
$1.82M +$1.7M +50,000 New
BP
262
Banyan Partners
Florida
$1.81M +$1.69M +49,790 New
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$1.78M -$176K -5,183 -10%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$1.76M -$10K -296 -0.6%
FLPIM
265
F.L. Putnam Investment Management
Massachusetts
$1.76M +$1.7K +50 +0.1%
MCM
266
Maple Capital Management
Vermont
$1.76M +$290K +8,550 +22%
GIA
267
Gateway Investment Advisers
Ohio
$1.72M -$20.3K -599 -1%
LMGAM
268
Liberty Mutual Group Asset Management
Massachusetts
$1.69M +$669K +19,714 +74%
AAM
269
Aberdeen Asset Management
United Kingdom
$1.68M – – –
Nordea Investment Management
270
Nordea Investment Management
Sweden
$1.65M +$46.8K +1,381 +3%
AIU
271
Algebris Investments (UK)
United Kingdom
$1.64M +$360K +10,600 +31%
CAM
272
Capstone Asset Management
Texas
$1.63M -$825K -24,310 -35%
NIC
273
Northwest Investment Counselors
Oregon
$1.62M -$4.85K -143 -0.3%
GAM
274
Gotham Asset Management
New York
$1.6M -$20.7K -610 -1%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.6M +$335K +9,870 +29%
9 10
11
12 13

IVZ Hedge Fund Activity: Q4 2013 in Review

474 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2013, worth a combined $14.1B — down 3.2% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IVZ positions and 27 closed out — a net gain of 51 holders — while 175 added to existing stakes and 168 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $154M. The largest seller was T. Rowe Price Associates, cutting an estimated $657M.

  • 474 institutional investors held Invesco (IVZ) as of Q4 2013, up from 427 in Q3 2013.
  • Funds reported $14.1B of Invesco stock for Q4 2013, down 3.2% quarter-over-quarter.
  • 78 funds opened new Invesco positions in Q4 2013 and 27 closed out, a net change of +51 holders.
  • The largest Invesco buyer in Q4 2013 was Neuberger Berman Group, an estimated $154M added.
  • The largest Invesco seller in Q4 2013 was T. Rowe Price Associates, an estimated $657M sold.

Based on aggregated 13F filings for Q4 2013.