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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
PWS
251
Peloton Wealth Strategists
Indiana
$1.72M +$37.6K +1,100 +2%
LTI
252
Laffer Tengler Investments
Tennessee
$1.71M -$125K -3,645 -7%
JIR
253
James Investment Research
Ohio
$1.7M +$1.65M +48,400 New
Jones Financial Companies
254
Jones Financial Companies
Missouri
$1.69M -$131K -3,835 -7%
SBH
255
Segall Bryant & Hamill
Illinois
$1.67M -$57.9K -1,696 -3%
B
256
BP
United Kingdom
$1.65M
AB
257
Amalgamated Bank
New York
$1.63M +$28.4K +831 +2%
Alyeska Investment Group
258
Alyeska Investment Group
Illinois
$1.59M -$395K -11,557 -20%
GLA
259
Great Lakes Advisors
Illinois
$1.59M +$317K +9,293 +26%
BNP Paribas Asset Management
260
BNP Paribas Asset Management
France
$1.52M +$839K +24,562 +130%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$1.51M +$7.96K +233 +0.5%
UR
262
USCA RIA
Texas
$1.51M
LCM
263
Landscape Capital Management
New Jersey
$1.5M +$1.47M +42,920 New
Envestnet Asset Management
264
Envestnet Asset Management
Illinois
$1.48M -$3.18M -92,984 -69%
ACS
265
Archford Capital Strategies
Illinois
$1.46M +$363K +10,638 +34%
RWA
266
RGT Wealth Advisors
Texas
$1.39M -$2.02K -59 -0.1%
BIC
267
Beach Investment Counsel
Pennsylvania
$1.38M
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
$1.37M -$2.75M -80,511 -67%
MM
269
Midas Management
New York
$1.37M
Creative Planning
270
Creative Planning
Kansas
$1.35M -$8.16K -239 -0.6%
NLI
271
Nippon Life Insurance
Japan
$1.35M +$2.29K +67 +0.2%
CD
272
Carl Domino
Florida
$1.34M -$126K -3,695 -9%
AG
273
Advisor Group
Arizona
$1.34M +$58.3K +1,707 +5%
IMOV
274
Investment Management of Virginia
Virginia
$1.33M +$3.42K +100 +0.3%
CIP
275
Convergence Investment Partners
Florida
$1.32M -$516K -15,112 -29%

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.