Invesco
548 hedge funds and large institutions have $9.99B invested in Invesco in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 196 increasing their positions, 190 reducing their positions, and 56 closing their positions.
505% more call options, than puts
Call options by funds: $70.2M | Put options by funds: $11.6M
79% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 56
7% more funds holding
Funds holding: 513 → 548 (+35)
3% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 190
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.83% less ownership
Funds ownership: 81.38% → 80.54% (-0.83%)
4% less capital invested
Capital invested by funds: $10.4B → $9.99B (-$402M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$285M |
| 2 |
Goldman Sachs
New York
|
+$99.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$64.7M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$61.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$57.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$263M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$126M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$71.7M |
| 4 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$68.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$63.2M |
IVZ Hedge Fund Activity: Q4 2016 in Review
548 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2016, worth a combined $9.99B — down 3.9% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IVZ positions and 56 closed out — a net gain of 44 holders — while 196 added to existing stakes and 190 trimmed.
The largest buyer was Highfields Capital Management, opening a new position worth an estimated $285M. The largest seller was Wellington Management Group, cutting an estimated $263M.
- 548 institutional investors held Invesco (IVZ) as of Q4 2016, up from 513 in Q3 2016.
- Funds reported $9.99B of Invesco stock for Q4 2016, down 3.9% quarter-over-quarter.
- 100 funds opened new Invesco positions in Q4 2016 and 56 closed out, a net change of +44 holders.
- The largest Invesco buyer in Q4 2016 was Highfields Capital Management, an estimated $285M added.
- The largest Invesco seller in Q4 2016 was Wellington Management Group, an estimated $263M sold.
Based on aggregated 13F filings for Q4 2016.