Invesco
427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.
27% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 41
19% more capital invested
Capital invested by funds: $12.2B → $14.6B (+$2.37B)
16% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 144
14% more call options, than puts
Call options by funds: $30.3M | Put options by funds: $26.6M
2% more funds holding
Funds holding: 418 → 427 (+9)
1.52% more ownership
Funds ownership: 86.74% → 88.26% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$184M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$77.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$48.9M |
| 4 |
SFM
Soros Fund Management
New York
|
+$42.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$41.6M |
Top Sellers
IVZ Hedge Fund Activity: Q3 2013 in Review
427 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2013, worth a combined $14.6B — up 19% from $12.2B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IVZ positions and 41 closed out — a net gain of 11 holders — while 167 added to existing stakes and 144 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $184M. The largest seller was JP Morgan Chase, cutting an estimated $160M.
- 427 institutional investors held Invesco (IVZ) as of Q3 2013, up from 418 in Q2 2013.
- Funds reported $14.6B of Invesco stock for Q3 2013, up 19% quarter-over-quarter.
- 52 funds opened new Invesco positions in Q3 2013 and 41 closed out, a net change of +11 holders.
- The largest Invesco buyer in Q3 2013 was Bank of New York Mellon, an estimated $184M added.
- The largest Invesco seller in Q3 2013 was JP Morgan Chase, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2013.