We are live on ! Find out more

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
SAM
351
Shell Asset Management
Netherlands
$594K -$420K -12,287 -42%
RWA
352
Ropes Wealth Advisors
Massachusetts
$579K +$60.3K +1,766 +12%
LMGAM
353
Liberty Mutual Group Asset Management
Massachusetts
$577K -$282K -8,245 -33%
RJFSA
354
Raymond James Financial Services Advisors
Florida
$566K -$92.2K -2,699 -14%
SMM
355
Stadion Money Management
Georgia
$561K -$92.8K -2,717 -15%
GBT
356
Grove Bank & Trust
Florida
$551K -$2.29K -67 -0.4%
GWM
357
Geneos Wealth Management
Colorado
$548K -$28.9K -846 -5%
GCA
358
Gideon Capital Advisors
New York
$548K +$535K +15,650 New
SI
359
Stephens Inc
Arkansas
$545K -$986K -28,871 -65%
MNBTD
360
Moody National Bank Trust Division
Texas
$544K -$132K -3,850 -20%
SF
361
Synovus Financial
Georgia
$544K +$18.4K +538 +4%
Simplex Trading
362
Simplex Trading
Illinois
$540K +$527K +15,437 New
CI
363
Cigna Investments
Connecticut
$539K -$7.48K -219 -1%
PFS
364
Prospera Financial Services
Texas
$539K +$31.2K +914 +6%
ARMT
365
Amica Retiree Medical Trust
Rhode Island
$537K
HNB
366
Huntington National Bank
Ohio
$533K +$30.9K +905 +6%
SSA
367
Schonfeld Strategic Advisors
New York
$532K +$518K +15,170 New
AIM
368
Achmea Investment Management
Netherlands
$515K -$369K -10,802 -42%
WP
369
WMS Partners
Maryland
$513K +$34.2K +1,000 +7%
GIM
370
Granahan Investment Management
Massachusetts
$509K -$22.3K -652 -4%
Cambridge Investment Research Advisors
371
Cambridge Investment Research Advisors
Iowa
$501K +$46.3K +1,356 +10%
SS
372
Simplicity Solutions
Minnesota
$500K -$920K -26,932 -65%
MCIM
373
Meadow Creek Investment Management
Georgia
$493K -$6.01K -176 -1%
RC
374
RegentAtlantic Capital
New Jersey
$491K -$33K -966 -6%
DVM
375
Dreman Value Management
Florida
$491K

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.