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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
PFS
401
Prospera Financial Services
Texas
$545K -$12.1K -335 -2%
CAG
402
Csenge Advisory Group
Florida
$541K +$205K +5,677 +62%
MCIM
403
Meadow Creek Investment Management
Georgia
$536K +$21.5K +594 +4%
LTFS
404
Ladenburg Thalmann Financial Services
Florida
$536K +$95.6K +2,643 +22%
NIM
405
NuWave Investment Management
New Jersey
$520K +$515K +14,221 New
DVM
406
Dreman Value Management
Florida
$512K
RC
407
RegentAtlantic Capital
New Jersey
$510K -$1.99K -55 -0.4%
ECM
408
ETrade Capital Management
Virginia
$509K +$292K +8,076 +138%
MIH
409
Madison Investment Holdings
Wisconsin
$505K
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$501K +$10.7K +297 +2%
HNB
411
Huntington National Bank
Ohio
$499K -$56.8K -1,569 -10%
WP
412
WMS Partners
Maryland
$499K -$36.2K -1,000 -7%
Fayez Sarofim & Co
413
Fayez Sarofim & Co
Texas
$497K +$7.38K +204 +2%
BAM
414
Belpointe Asset Management
Nevada
$495K +$490K +13,550 New
PA
415
Profund Advisors
Maryland
$458K +$106K +2,928 +30%
V
416
Veritable
Delaware
$450K -$3.51K -97 -0.8%
FAAS
417
First Allied Advisory Services
California
$443K +$60.9K +1,682 +16%
BCI
418
Brinker Capital Investments
Pennsylvania
$442K +$35.6K +983 +9%
CCIA
419
Campbell & Co Investment Adviser
Maryland
$440K +$72.8K +2,012 +20%
Daiwa Securities Group
420
Daiwa Securities Group
Japan
$436K -$187K -5,156 -30%
BC
421
Banced Corp
Illinois
$435K -$12.9K -357 -3%
II
422
IFM Investors
Australia
$435K
RMAM
423
Raab & Moskowitz Asset Management
New Jersey
$429K -$24.9K -687 -6%
MYLI
424
Meiji Yasuda Life Insurance
Japan
$427K +$423K +11,690 New
SSA
425
Schonfeld Strategic Advisors
New York
$418K -$135K -3,740 -25%

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.