Invesco
513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.
257% more call options, than puts
Call options by funds: $78.5M | Put options by funds: $22M
20% more capital invested
Capital invested by funds: $8.69B → $10.4B (+$1.7B)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.16% less ownership
Funds ownership: 81.53% → 81.38% (-0.16%)
4% less funds holding
Funds holding: 532 → 513 (-19)
14% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 212
25% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$192M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$54.5M |
| 3 |
ClearBridge Investments
New York
|
+$43.4M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$41.7M |
| 5 |
Morgan Stanley
New York
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.1M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$58.2M |
| 3 |
Two Sigma Investments
New York
|
-$55.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$51.9M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$45.1M |
IVZ Hedge Fund Activity: Q3 2016 in Review
513 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2016, worth a combined $10.4B — up 20% from $8.69B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of IVZ and 47 opened new positions — a net loss of 16 holders — while 212 trimmed existing stakes and 182 added.
The largest buyer was Vanguard Group, adding an estimated $192M. The largest seller was Fidelity Investments, cutting an estimated $67.1M.
- 513 institutional investors held Invesco (IVZ) as of Q3 2016, down from 532 in Q2 2016.
- Funds reported $10.4B of Invesco stock for Q3 2016, up 20% quarter-over-quarter.
- 47 funds opened new Invesco positions in Q3 2016 and 63 closed out, a net change of -16 holders.
- The largest Invesco buyer in Q3 2016 was Vanguard Group, an estimated $192M added.
- The largest Invesco seller in Q3 2016 was Fidelity Investments, an estimated $67.1M sold.
Based on aggregated 13F filings for Q3 2016.