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Invesco
IVZ

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $47M | Put options by funds: $10.4M

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 473 → 487 (+14)

1% more capital invested

Capital invested by funds: $14.1B → $14.2B (+$89M)

6% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 186

1.84% less ownership

Funds ownership: 87% → 85.17% (-1.8%)

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$193M
2
WHG
Westwood Holdings Group
Texas
+$90.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$47.8M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$46.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$44.7M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$184M
2
JP Morgan Chase
JP Morgan Chase
New York
-$82M
3
SB
Suntrust Banks
Georgia
-$77.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.3M
5
SFM
Systematic Financial Management
New Jersey
-$63.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
426
Friess Associates
Delaware
$129K +$2.53K +70 +2%
W
427
Wealthfront
California
$126K +$92.4K +2,555 +359%
GIS
428
Guardian Investor Services
New York
$122K -$7.13K -197 -6%
JWM
429
Jacobus Wealth Management
Wisconsin
$118K +$113K +3,125 New
RNS
430
Robert N. Shapiro
$115K – – –
GLI
431
Guardian Life Insurance
New York
$93K -$1.48K -41 -2%
BRWA
432
B. Riley Wealth Advisors
Florida
$92.1K +$88.3K +2,440 New
AAM
433
Advisors Asset Management
Colorado
$91K -$3.62K -100 -4%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$90K -$1.38K -38 -2%
WT
435
Whittier Trust
California
$81K – – –
EP
436
Edinburgh Partners
United Kingdom
$79K – – –
CIA
437
Choate Investment Advisors
Massachusetts
$78.5K +$15.7K +433 New
SAMC
438
Shinko Asset Management Company
Japan
$73K – – –
HIM
439
Hillsdale Investment Management
Ontario, Canada
$68K +$65.1K +1,800 New
DCM
440
Decade Capital Management
New York
$52K -$3.73M -103,122 -99%
WTC
441
WhitTier Trust Company
Nevada
$52K – – –
MA
442
MUFG Americas
New York
$49K – – –
TC
443
TradeLink Capital
Illinois
$45K +$43.4K +1,200 New
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$42K – – –
HPBT
445
High Point Bank & Trust
North Carolina
$42K – – –
FHA
446
First Horizon Advisors
Tennessee
$42K +$4.7K +130 +13%
TRCT
447
Tower Research Capital (TRC)
New York
$40K +$38.1K +1,054 New
FQ
448
First Quadrant
California
$34K -$3.8M -105,000 -99%
IMS
449
Index Management Solutions
Pennsylvania
$34K -$4.52K -125 -12%
MAM
450
Mizuho Asset Management
Japan
$34K – – –
16 17
18
19 20

IVZ Hedge Fund Activity: Q2 2014 in Review

487 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2014, worth a combined $14.2B — up 0.63% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IVZ positions and 34 closed out — a net gain of 18 holders — while 174 added to existing stakes and 186 trimmed.

The largest buyer was American Century Companies, adding an estimated $193M. The largest seller was Pzena Investment Management, cutting an estimated $184M.

  • 487 institutional investors held Invesco (IVZ) as of Q2 2014, up from 473 in Q1 2014.
  • Funds reported $14.2B of Invesco stock for Q2 2014, up 0.63% quarter-over-quarter.
  • 52 funds opened new Invesco positions in Q2 2014 and 34 closed out, a net change of +18 holders.
  • The largest Invesco buyer in Q2 2014 was American Century Companies, an estimated $193M added.
  • The largest Invesco seller in Q2 2014 was Pzena Investment Management, an estimated $184M sold.

Based on aggregated 13F filings for Q2 2014.