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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
CIP
301
Convergence Investment Partners
Florida
$1.35M -$28.4K -784 -2%
FFA
302
Fragasso Financial Advisors
Pennsylvania
$1.34M +$222K +6,132 +20%
ACS
303
Archford Capital Strategies
Illinois
$1.34M -$182K -5,038 -12%
AIM
304
Achmea Investment Management
Netherlands
$1.33M +$790K +21,825 +148%
COPPSERS
305
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.33M +$120K +3,324 +10%
DA
306
Denali Advisors
California
$1.31M +$1.3M +36,000 New
BTNA
307
Bremer Trust National Association
Minnesota
$1.3M +$10.3K +285 +0.8%
WAM
308
World Asset Management
Michigan
$1.27M -$96K -2,653 -7%
GCP
309
GSA Capital Partners
United Kingdom
$1.23M +$1.22M +33,582 New
BCMO
310
Buckingham Capital Management (Ohio)
Ohio
$1.21M +$32.3K +894 +3%
GAM
311
Griffin Asset Management
New York
$1.2M -$38.9K -1,075 -3%
Schroder Investment Management Group
312
Schroder Investment Management Group
United Kingdom
$1.15M +$43K +1,189 +4%
KIG
313
Kessler Investment Group
Indiana
$1.13M +$1.12M +30,980 New
OMCS
314
Old Mutual Customised Solutions
South Africa
$1.1M +$427K +11,800 +64%
FI
315
FormulaFolio Investments
Michigan
$1.1M +$662K +18,301 +155%
BPM
316
Bowling Portfolio Management
Ohio
$1.1M +$1.09M +30,101 New
OI
317
Oakbrook Investments
Illinois
$1.09M -$87.2K -2,410 -7%
MA
318
MUFG Americas
New York
$1.08M +$807K +22,312 +303%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$1.07M -$86.6K -2,394 -8%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$1.06M -$120K -3,311 -10%
AWM
321
AE Wealth Management
Kansas
$1.06M -$11.4K -314 -1%
CT
322
Coastline Trust
Rhode Island
$1.05M +$1.04M +28,820 New
HA
323
Harbor Advisors
Florida
$1.05M
DLHL
324
Donald L. Hagan LLC
Florida
$1.04M +$2.57K +71 +0.2%
MCM
325
Mork Capital Management
California
$1.02M

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.