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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
OC
501
Oakworth Capital
Alabama
$25K
NFG
502
Next Financial Group
Texas
$24K -$2.36K -69 -9%
ZB
503
Zions Bancorporation
Utah
$23K +$16.6K +485 +284%
QCG
504
Quadrant Capital Group
Ohio
$22K
CFA
505
Camarda Financial Advisors
Florida
$21K
LWM
506
Lenox Wealth Management
Ohio
$21K
BWM
507
Baystate Wealth Management
Massachusetts
$18K +$10.8K +317 +180%
MIFH
508
Migdal Insurance & Financial Holdings
Israel
$18K +$17.1K +502 New
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$17K +$16.6K +485 New
JCM
510
Jacobi Capital Management
Pennsylvania
$15K +$14K +410 New
BL
511
Balentine LLC
Georgia
$14K -$17.1K -500 -56%
GAM
512
Gemmer Asset Management
California
$13K
ST
513
Smithfield Trust
Pennsylvania
$13K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$13K +$6.87K +201 +112%
WPA
515
West Paces Advisors
Georgia
$13K
PMFA
516
Plante Moran Financial Advisors
Michigan
$12K -$410 -12 -3%
MCIA
517
Mountain Capital Investment Advisors
Colorado
$11K
PK
518
Pflug Koory
Nebraska
$11K
VNA
519
Valley National Advisers
Pennsylvania
$11K
WA
520
WealthTrust-Arizona
Arizona
$9K
TFO
521
Tarbox Family Office
California
$7K
CB
522
Community Bank
New York
$6K
PFBT
523
Parkside Financial Bank & Trust
Missouri
$6K
CFA
524
Carroll Financial Associates
North Carolina
$5K -$4.61K -135 -48%
CHP
525
Cable Hill Partners
Oregon
$5K

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.