We are live on ! Find out more

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
Deutsche Bank
26
Deutsche Bank
Germany
$95M +$45.2M +1,250,184 +93%
Pzena Investment Management
27
Pzena Investment Management
New York
$92M +$254K +7,033 +0.3%
PI
28
Putnam Investments
Massachusetts
$87.5M +$1.01M +27,956 +1%
UBS AM
29
UBS AM
Illinois
$84.1M +$6.65M +183,743 +9%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$79.5M -$627K -17,336 -0.8%
TG
31
TCW Group
California
$78.8M -$6.8M -187,840 -8%
Legal & General Group
32
Legal & General Group
United Kingdom
$77.1M -$954K -26,371 -1%
ClearBridge Investments
33
ClearBridge Investments
New York
$69.9M -$365K -10,092 -0.5%
PPA
34
Parametric Portfolio Associates
Washington
$69.5M +$1.47M +40,565 +2%
SCM
35
Sterling Capital Management
North Carolina
$69.4M -$655K -18,103 -0.9%
GT
36
Glenmede Trust
Pennsylvania
$64.9M +$22.3M +617,088 +53%
Stifel Financial
37
Stifel Financial
Missouri
$64.3M +$12M +332,598 +23%
Renaissance Technologies
38
Renaissance Technologies
New York
$62.6M +$42M +1,162,175 +211%
AII
39
AGF Investments Inc
Ontario, Canada
$60.4M -$1.43M -39,517 -2%
GC
40
Guggenheim Capital
Illinois
$57.7M -$2.42M -66,947 -4%
Wells Fargo
41
Wells Fargo
California
$55.9M +$308K +8,508 +0.6%
TCIM
42
TIAA CREF Investment Management
New York
$55.9M +$26.8M +741,386 +94%
Charles Schwab
43
Charles Schwab
California
$53.7M +$2.8M +77,263 +6%
RFC
44
Regions Financial Corp
Alabama
$53M -$2.68M -74,126 -5%
AA
45
ALPS Advisors
Colorado
$47.2M -$4.96M -137,100 -10%
TAM
46
Todd Asset Management
Kentucky
$40.7M -$1.52M -41,941 -4%
CS
47
Credit Suisse
Switzerland
$40.6M -$1.79M -49,473 -4%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$37.7M +$37.5M +1,036,602 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$37.2M +$1.87M +51,551 +5%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$36.9M +$16.2K +449 +0%

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.