Invesco
614 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.
206% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 35
72% more call options, than puts
Call options by funds: $47.3M | Put options by funds: $27.5M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 202
13% more funds holding
Funds holding: 545 → 614 (+69)
5% more capital invested
Capital invested by funds: $11.7B → $12.3B (+$588M)
0.52% more ownership
Funds ownership: 81.92% → 82.43% (+0.52%)
Top Buyers
Top Sellers
IVZ Hedge Fund Activity: Q4 2017 in Review
614 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2017, worth a combined $12.3B — up 5% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new IVZ positions and 35 closed out — a net gain of 72 holders — while 236 added to existing stakes and 202 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $83.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $93.1M.
- 614 institutional investors held Invesco (IVZ) as of Q4 2017, up from 545 in Q3 2017.
- Funds reported $12.3B of Invesco stock for Q4 2017, up 5% quarter-over-quarter.
- 107 funds opened new Invesco positions in Q4 2017 and 35 closed out, a net change of +72 holders.
- The largest Invesco buyer in Q4 2017 was Amundi Asset Management US, an estimated $83.4M added.
- The largest Invesco seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $93.1M sold.
Based on aggregated 13F filings for Q4 2017.