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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
BO
326
Bank OZK
Arkansas
$1.01M +$28K +774 +3%
JG
327
Jefferies Group
New York
$1.01M +$997K +27,550 New
Commonwealth Equity Services
328
Commonwealth Equity Services
Massachusetts
$990K +$215K +5,949 +28%
SLAM
329
Swiss Life Asset Management
$984K +$973K +26,898 New
RIM
330
Redpoint Investment Management
Australia
$983K +$974K +26,912 New
QSS
331
Quantitative Systematic Strategies
Florida
$968K +$532K +14,700 +125%
FM
332
Forward Management
California
$967K -$49.3K -1,362 -5%
SAM
333
Shell Asset Management
Netherlands
$961K +$338K +9,345 +55%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$949K -$208K -5,748 -18%
Brown Advisory
335
Brown Advisory
Maryland
$940K +$74.5K +2,060 +9%
WIP
336
Wellesley Investment Partners
Massachusetts
$938K +$68.6K +1,897 +8%
SBWM
337
Sunflower Bank Wealth Management
Arizona
$936K +$927K +25,614 New
O
338
OppenheimerFunds
New York
$927K +$31.2K +863 +4%
KRS
339
Kentucky Retirement Systems
Kentucky
$917K +$4.38K +121 +0.5%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$899K -$28.9K -800 -3%
CPO
341
Cerity Partners OCIO
New York
$881K -$926K -25,607 -52%
CS
342
Comerica Securities
Michigan
$876K +$47.8K +1,320 +6%
RJFSA
343
Raymond James Financial Services Advisors
Florida
$873K +$279K +7,717 +48%
Nordea Investment Management
344
Nordea Investment Management
Sweden
$871K -$115K -3,183 -12%
BC
345
Brinker Capital
Pennsylvania
$860K +$851K +23,533 New
MML Investors Services
346
MML Investors Services
Massachusetts
$857K +$81K +2,240 +11%
Holocene Advisors
347
Holocene Advisors
New York
$846K +$838K +23,162 New
YMRC
348
Yorktown Management & Research Company
Virginia
$833K +$543K +15,000 +192%
EP
349
Elkfork Partners
Oregon
$829K +$33.2K +918 +4%
CAM
350
Carret Asset Management
New York
$826K +$817K +22,593 New

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.