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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
FWCM
376
Ferguson Wellman Capital Management
Oregon
$690K -$48.1K -1,330 -7%
SI
377
Stephens Inc
Arkansas
$690K +$121K +3,333 +21%
TC
378
Telemus Capital
Michigan
$687K +$680K +18,790 New
GHCM
379
Glen Harbor Capital Management
California
$682K +$27.4K +756 +4%
IA
380
IFP Advisors
Florida
$680K -$64K -1,769 -9%
IH
381
IFC Holdings
Florida
$669K +$213K +5,878 +47%
FPA
382
First Pacific Advisors
California
$661K +$655K +18,100 New
AT
383
Argent Trust
Texas
$658K -$30K -830 -4%
DDC
384
DF Dent & Co
Maryland
$658K +$652K +18,012 New
ANRIA
385
American National Registered Investment Advisor
Texas
$648K
SF
386
Synovus Financial
Georgia
$639K +$74.6K +2,061 +13%
WA
387
Winfield Associates
Ohio
$635K +$9.04K +250 +1%
TC
388
Trilogy Capital
California
$635K +$629K +17,380 New
PCM
389
Poehling Capital Management
Wisconsin
$630K +$624K +17,245 New
CA
390
Cynosure Advisors
Utah
$609K +$603K +16,662 New
LMGAM
391
Liberty Mutual Group Asset Management
Massachusetts
$593K -$9.41K -260 -2%
SJIM
392
St. Johns Investment Management
Florida
$587K -$78.4K -2,167 -12%
Cambridge Investment Research Advisors
393
Cambridge Investment Research Advisors
Iowa
$582K +$58K +1,604 +11%
GBT
394
Grove Bank & Trust
Florida
$577K +$2.17K +60 +0.4%
MNBTD
395
Moody National Bank Trust Division
Texas
$568K
ZCA
396
Zeke Capital Advisors
Pennsylvania
$568K +$58.2K +1,609 +12%
KOCAA
397
Knights of Columbus Asset Advisors
Connecticut
$566K -$116K -3,200 -17%
ARMT
398
Amica Retiree Medical Trust
Rhode Island
$560K
GWM
399
Geneos Wealth Management
Colorado
$552K -$19.9K -550 -4%
CI
400
Cigna Investments
Connecticut
$547K -$14.5K -400 -3%

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.