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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
SMM
426
Stadion Money Management
Georgia
$414K -$169K -4,673 -29%
RCM
427
Riverhead Capital Management
Delaware
$410K -$7.16K -198 -2%
SC
428
Scotia Capital
Ontario, Canada
$409K -$7.53K -208 -2%
PAG
429
Private Advisor Group
New Jersey
$407K -$254K -7,022 -39%
Bank of Nova Scotia
430
Bank of Nova Scotia
Ontario, Canada
$403K +$12.6K +347 +3%
GCC
431
Guardian Capital (Canada)
Ontario, Canada
$399K +$395K +10,925 New
AP
432
Advisor Partners
California
$396K +$10.5K +291 +3%
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$395K +$1.92K +53 +0.5%
WG
434
Winton Group
United Kingdom
$395K +$119K +3,288 +44%
Verition Fund Management
435
Verition Fund Management
Connecticut
$394K -$564K -15,576 -59%
FCM
436
Flinton Capital Management
Pennsylvania
$390K +$15.6K +432 +4%
CC
437
ClearArc Capital
Ohio
$379K -$2.57K -71 -0.7%
NHC
438
Nicholas Hoffman & Company
Georgia
$373K
GIM
439
Granahan Investment Management
Massachusetts
$372K -$157K -4,328 -30%
Two Sigma Advisers
440
Two Sigma Advisers
New York
$372K +$369K +10,188 New
SIP
441
Stoneridge Investment Partners
Pennsylvania
$370K
WCM
442
Washington Capital Management
Washington
$365K
SCM
443
Shelton Capital Management
Colorado
$355K -$3.79M -104,800 -92%
ECM
444
Everence Capital Management
Indiana
$355K
Simplex Trading
445
Simplex Trading
Illinois
$354K -$207K -5,732 -37%
HIM
446
Hermes Investment Management
United Kingdom
$351K +$25.3K +700 +8%
ICOM
447
Investment Counselors of Maryland
Maryland
$350K +$52.8K +1,458 +18%
Parallax Volatility Advisers
448
Parallax Volatility Advisers
California
$348K +$344K +9,515 +190,300%
WI
449
WrapManager Inc
California
$346K -$7.09K -196 -2%
WSCM
450
Wellington Shields Capital Management
New York
$330K +$327K +9,031 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.