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
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$293K -$444 -13 -0.2%
LNB
427
Ledyard National Bank
$289K +$683 +20 +0.2%
PWMAG
428
Pinnacle Wealth Management Advisory Group
New Jersey
$286K +$26.5K +775 +10%
VF
429
Virtu Financial
New York
$285K +$278K +8,142 New
ICOM
430
Investment Counselors of Maryland
Maryland
$284K +$36.2K +1,060 +15%
SIM
431
SSI Investment Management
California
$280K -$1.81K -53 -0.7%
QOP
432
Quinn Opportunity Partners
Virginia
$280K
CWM
433
Cornerstone Wealth Management
Missouri
$278K +$74.9K +2,193 +39%
YMRC
434
Yorktown Management & Research Company
Virginia
$273K +$266K +7,800 New
W
435
Wealthfront
California
$269K -$27K -791 -9%
CFB
436
Cullen/Frost Bankers
Texas
$266K -$81.5K -2,385 -24%
KJHP
437
K.J. Harrison & Partners
Ontario, Canada
$266K
ONB
438
Old National Bancorp
Indiana
$266K +$260K +7,603 New
WG
439
Winton Group
United Kingdom
$264K -$47.5K -1,392 -16%
RCA
440
Rowland Carmichael Advisors
Arizona
$264K
HFA
441
High Falls Advisors
New York
$262K +$256K +7,481 New
CIM
442
Contravisory Investment Management
Massachusetts
$259K +$253K +7,402 New
MA
443
MUFG Americas
New York
$258K +$252K +7,372 New
SPC
444
Sigma Planning Corp
Michigan
$254K +$248K +7,251 New
GXMC
445
Global X Management Company
New York
$253K +$27.8K +813 +13%
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$251K -$14.3K -418 -6%
Mirae Asset Global Investments
447
Mirae Asset Global Investments
South Korea
$248K -$3.04K -89 -1%
Bessemer Group
448
Bessemer Group
New Jersey
$246K -$2.79M -81,613 -92%
CSIC
449
Clifford Swan Investment Counsel
California
$227K
HI
450
HBK Investments
Texas
$224K +$219K +6,400 New

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.