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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
JIR
276
James Investment Research
Ohio
$1.74M -$28.9K -800 -2%
B
277
BP
United Kingdom
$1.72M
MWNA
278
Marshall Wace North America
New York
$1.69M +$1.67M +46,218 New
SBH
279
Segall Bryant & Hamill
Illinois
$1.67M -$62.1K -1,715 -4%
CS
280
Candriam SCA
Luxembourg
$1.61M -$2.25M -62,294 -59%
FLPIM
281
F.L. Putnam Investment Management
Massachusetts
$1.6M +$1.59M +43,858 New
SS
282
Simplicity Solutions
Minnesota
$1.59M +$1.06M +29,264 +205%
JMPWA
283
JP Morgan Private Wealth Advisors
California
$1.59M +$234K +6,457 +17%
PIC
284
Portland Investment Counsel
Ontario, Canada
$1.57M +$1.56M +43,100 New
OPERF
285
Oregon Public Employees Retirement Fund
Oregon
$1.57M
AG
286
Advisor Group
Arizona
$1.53M +$135K +3,729 +10%
CL
287
Croft-Leominster
Maryland
$1.51M -$6.24M -172,575 -81%
BCM
288
Brasada Capital Management
Texas
$1.51M +$1.49M +41,295 New
UR
289
USCA RIA
Texas
$1.51M -$56.7K -1,567 -4%
Creative Planning
290
Creative Planning
Kansas
$1.48M +$68.5K +1,893 +5%
TI
291
Trexquant Investment
Connecticut
$1.46M +$1.45M +40,072 New
RWA
292
RGT Wealth Advisors
Texas
$1.45M
BIC
293
Beach Investment Counsel
Pennsylvania
$1.44M
GLA
294
Great Lakes Advisors
Illinois
$1.43M -$221K -6,106 -13%
NMERB
295
New Mexico Educational Retirement Board
New Mexico
$1.43M +$47K +1,300 +3%
CGH
296
Crossmark Global Holdings
Texas
$1.43M +$200K +5,527 +16%
MM
297
Midas Management
New York
$1.43M
MERSOM
298
Municipal Employees' Retirement System of Michigan
Michigan
$1.39M +$265K +7,320 +24%
SMFG
299
Sumitomo Mitsui Financial Group
Japan
$1.37M +$29K +802 +2%
IMOV
300
Investment Management of Virginia
Virginia
$1.36M -$30.9K -855 -2%

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.