Invesco
512 hedge funds and large institutions have $14.4B invested in Invesco in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 27 closing their positions.
232% more call options, than puts
Call options by funds: $44.8M | Put options by funds: $13.5M
119% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 27
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
15% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 178
5% more funds holding
Funds holding: 487 → 512 (+25)
1% more capital invested
Capital invested by funds: $14.2B → $14.4B (+$199M)
0.47% less ownership
Funds ownership: 85.17% → 84.7% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$83.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$69.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$66.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$57.9M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$52.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$280M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$235M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$125M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$59.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$52.1M |
IVZ Hedge Fund Activity: Q3 2014 in Review
512 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2014, worth a combined $14.4B — up 1.4% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IVZ positions and 27 closed out — a net gain of 32 holders — while 204 added to existing stakes and 178 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $83.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $280M.
- 512 institutional investors held Invesco (IVZ) as of Q3 2014, up from 487 in Q2 2014.
- Funds reported $14.4B of Invesco stock for Q3 2014, up 1.4% quarter-over-quarter.
- 59 funds opened new Invesco positions in Q3 2014 and 27 closed out, a net change of +32 holders.
- The largest Invesco buyer in Q3 2014 was JP Morgan Chase, an estimated $83.4M added.
- The largest Invesco seller in Q3 2014 was T. Rowe Price Associates, an estimated $280M sold.
Based on aggregated 13F filings for Q3 2014.