We are live on ! Find out more

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
EWM
526
Endurance Wealth Management
Rhode Island
$5K +$4.54K +133 New
TWA
527
TCI Wealth Advisors
Arizona
$4K -$2.29K -67 -38%
AWM
528
Avior Wealth Management
Nebraska
$4K
MFW
529
Mosaic Family Wealth
Missouri
$4K
TCOV
530
Trust Company of Vermont
Vermont
$4K
SFSIG
531
San Francisco Sentry Investment Group
California
$4K +$581 +17 +17%
FPFS
532
First Personal Financial Services
North Carolina
$3K -$4.47K -131 -61%
VCM
533
Versant Capital Management
Arizona
$3K -$342 -10 -9%
MRCM
534
M&R Capital Management
New Jersey
$3K
TDC
535
Thompson Davis & Co
Virginia
$3K
TRCT
536
Tower Research Capital (TRC)
New York
$3K +$3.14K +92 New
SWA
537
Sutton Wealth Advisors
Florida
$2.84K
TG
538
TLP Group
Illinois
$2K -$247K -7,229 -99%
OFS
539
Orrstown Financial Services
Pennsylvania
$2K +$1.88K +55 New
GEA
540
Glen Eagle Advisors
New Jersey
$1.93K
GWS
541
Glassman Wealth Services
Virginia
$1K
PFSC
542
Peoples Financial Services Corp
Pennsylvania
$1K
BCPEM
543
Bain Capital Public Equity Management
Massachusetts
-$24.9M -708,900 Closed
Two Sigma Advisers
544
Two Sigma Advisers
New York
-$13.3M -376,588 Closed
Millennium Management
545
Millennium Management
New York
-$10.9M -309,951 Closed
PR
546
Payden & Rygel
California
-$10.6M -300,000 Closed
PP
547
Paloma Partners
Connecticut
-$3.83M -108,937 Closed
AF
548
Ally Financial
Michigan
-$3.52M -100,000 Closed
MME
549
Meag Munich Ergo
Germany
-$2.76M -78,895 Closed
QC
550
Quadrature Capital
United Kingdom
-$2.42M -68,620 Closed

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.