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545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $54.9M | Put options by funds: $27.4M

18% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 191

1.36% more ownership

Funds ownership: 80.55%81.92% (+1.4%)

1% more capital invested

Capital invested by funds: $11.5B → $11.7B (+$143M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 565545 (-20)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FIB
476
First Interstate Bank
Montana
$84K
CG
477
Cutler Group
California
$83K -$1.27M -37,192 -94%
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$1.4K -41 -2%
WT
479
Whittier Trust
California
$73K
DCM
480
Dupont Capital Management
Delaware
$71K
CHC
481
City Holding Co
West Virginia
$71K +$3.11K +91 +5%
BTIS
482
BB&T Investment Services
North Carolina
$66K +$3.48K +102 +5%
PCP
483
Proficio Capital Partners
Massachusetts
$65K -$16.5K -484 -21%
AIM
484
Advantage Investment Management
Iowa
$63K -$5.23K -153 -8%
CTC
485
Central Trust Company
Missouri
$55K -$7.45K -218 -12%
EAM
486
Exane Asset Management
France
$52.3K +$51K +1,493 New
MCM
487
Manchester Capital Management
Vermont
$47K
YWP
488
YorkBridge Wealth Partners
New York
$46K
IWM
489
IHT Wealth Management
Illinois
$44K +$171 +5 +0.4%
WTC
490
WhitTier Trust Company
Nevada
$43K
CAL
491
Capital Analysts LLC
Pennsylvania
$43K +$20.3K +594 +95%
AssetMark Inc
492
AssetMark Inc
California
$39K +$3.93K +115 +11%
FMA
493
FNY Managed Accounts
New York
$39K +$38.7K +1,132 New
ASN
494
Advisory Services Network
Georgia
$34K +$6.93K +203 +27%
PA
495
Parallel Advisors
California
$33K
GLI
496
Guardian Life Insurance
New York
$33K +$273 +8 +0.9%
AIM
497
Anchor Investment Management
South Carolina
$30K -$19.1K -558 -39%
EP
498
Edinburgh Partners
United Kingdom
$30K -$70.4K -2,060 -71%
EWM
499
Evercore Wealth Management
New York
$28K
CAW
500
Cornerstone Advisors (Washington)
Washington
$27K

IVZ Hedge Fund Activity: Q3 2017 in Review

545 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2017, worth a combined $11.7B — up 1.2% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IVZ and 49 opened new positions — a net loss of 9 holders — while 191 trimmed existing stakes and 225 added.

The largest buyer was Amundi Asset Management US, adding an estimated $103M. The largest seller was Putnam Investments, cutting an estimated $86.2M.

  • 545 institutional investors held Invesco (IVZ) as of Q3 2017, down from 565 in Q2 2017.
  • Funds reported $11.7B of Invesco stock for Q3 2017, up 1.2% quarter-over-quarter.
  • 49 funds opened new Invesco positions in Q3 2017 and 58 closed out, a net change of -9 holders.
  • The largest Invesco buyer in Q3 2017 was Amundi Asset Management US, an estimated $103M added.
  • The largest Invesco seller in Q3 2017 was Putnam Investments, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2017.