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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
CI
351
Conning Inc
Connecticut
$818K +$309K +8,529 +62%
MC
352
Middleton & Co
Massachusetts
$808K -$39.8K -1,100 -5%
Capital Fund Management (CFM)
353
Capital Fund Management (CFM)
France
$802K +$795K +21,961 New
GIA
354
Gateway Investment Advisers
Ohio
$801K -$109K -3,019 -12%
GCA
355
Greenwood Capital Associates
South Carolina
$798K +$68.6K +1,895 +9%
Capstone Investment Advisors
356
Capstone Investment Advisors
New York
$798K +$791K +21,856 New
NB
357
Norinchukin Bank
Japan
$794K +$83.3K +2,301 +12%
IG
358
ING Group
Netherlands
$793K -$19.5K -538 -2%
MIS
359
Morningstar Investment Services
Illinois
$791K +$115K +3,185 +17%
CIS
360
Capital International Sarl
California
$789K +$127K +3,500 +19%
Wolverine Trading
361
Wolverine Trading
Illinois
$789K +$782K +21,603 New
4IG
362
440 Investment Group
Kansas
$783K -$1.7K -47 -0.2%
KI
363
Koch Industries
Kansas
$780K +$772K +21,346 New
VCM
364
Virtue Capital Management
Tennessee
$779K +$771K +21,318 New
LIA
365
LS Investment Advisors
Michigan
$752K -$12.8K -354 -2%
SM
366
Sciencast Management
New Jersey
$748K +$718K +19,849 New
VIA
367
Virtus Investment Advisers
Connecticut
$746K -$36.9K -1,019 -5%
FP
368
FDO Partners
Massachusetts
$746K +$738K +20,408 New
RWA
369
Ropes Wealth Advisors
Massachusetts
$742K +$137K +3,791 +23%
ERSOT
370
Employees Retirement System of Texas
Texas
$731K -$36.2K -1,000 -5%
LS
371
Livforsakringsbolaget Skandia
Sweden
$711K -$90.5K -2,500 -11%
MA
372
MANA Advisors
New York
$711K +$704K +19,464 New
DADC
373
D.A. Davidson & Co
Montana
$702K +$38.8K +1,071 +6%
SCM
374
Stonebridge Capital Management
California
$701K -$109K -3,000 -14%
MYAM
375
Meiji Yasuda Asset Management
Japan
$701K +$694K +19,194 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.