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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
CII
451
Capital International Inc
California
$325K -$148K -4,100 -32%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$325K +$92.1K +2,546 +40%
AIP
453
Ameritas Investment Partners
Nebraska
$322K -$17K -471 -5%
VAM
454
Verity Asset Management
North Carolina
$321K +$1.81K +50 +0.6%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$315K +$9.3K +257 +3%
WCM
456
Wunderlich Capital Managemnt
Tennessee
$313K +$310K +8,562 New
CIM
457
Contravisory Investment Management
Massachusetts
$312K +$40.9K +1,130 +15%
EGA
458
E&G Advisors
Texas
$311K -$195K -5,400 -39%
PWMAG
459
Pinnacle Wealth Management Advisory Group
New Jersey
$310K +$11.4K +316 +4%
CA
460
Calton & Associates
Florida
$301K +$290K +8,013 New
AF
461
Advisornet Financial
Minnesota
$301K +$298K +8,238 New
W
462
Wealthfront
California
$300K +$19.3K +533 +7%
PCMC
463
Paragon Capital Management (Colorado)
Colorado
$300K +$297K +8,219 New
FTC
464
Farmers Trust Company
Ohio
$297K -$18.8K -520 -6%
LNB
465
Ledyard National Bank
$296K -$5.43K -150 -2%
PCM
466
Penserra Capital Management
California
$294K -$70.7K -1,954 -19%
MCM
467
Maple Capital Management
Vermont
$293K -$134K -3,706 -32%
SIM
468
SSI Investment Management
California
$292K -$434 -12 -0.2%
PP
469
Paloma Partners
Connecticut
$291K +$288K +7,961 New
VF
470
Virtu Financial
New York
$279K -$18K -497 -6%
HS
471
HighVista Strategies
Massachusetts
$278K -$50.7K -1,400 -16%
GCC
472
Game Creek Capital
Massachusetts
$278K +$275K +7,600 New
RCA
473
Rowland Carmichael Advisors
Arizona
$276K
ONB
474
Old National Bancorp
Indiana
$275K -$3.62K -100 -1%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$275K +$13.2K +364 +5%

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.