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Invesco
IVZ

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $65.9M | Put options by funds: $14.4M

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.45B)

4% more funds holding

Funds holding: 541 → 565 (+24)

0.65% less ownership

Funds ownership: 81.2% → 80.55% (-0.65%)

4% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 209

Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$124M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$89.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.8M
4
KP
Kiltearn Partners
United Kingdom
+$52.2M
5
UBS Group
UBS Group
Switzerland
+$41.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$73.5M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$42.9M
3
Ameriprise
Ameriprise
Minnesota
-$41.7M
4
Goldman Sachs
Goldman Sachs
New York
-$37.9M
5
CS
Credit Suisse
Switzerland
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
551
San Francisco Sentry Investment Group
California
$4K +$3.33K +102 New
PFO
552
Pathstone Family Office
New Jersey
$3K -$717 -22 -23%
LYV
553
Live Your Vision
Pennsylvania
$3K – – –
MRCM
554
M&R Capital Management
New Jersey
$3K – – –
TDC
555
Thompson Davis & Co
Virginia
$3K – – –
VCM
556
Versant Capital Management
Arizona
$3K – – –
RFM
557
Royal Fund Management
Florida
$3K +$2.9K +89 New
SWA
558
Sutton Wealth Advisors
Florida
$2.85K – – –
AAP
559
Arax Advisory Partners
Colorado
$2K – – –
SIAP
560
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2K +$2.12K +65 New
GEA
561
Glen Eagle Advisors
New Jersey
$1.94K +$1.79K +55 New
GWS
562
Glassman Wealth Services
Virginia
$1K – – –
PFSC
563
Peoples Financial Services Corp
Pennsylvania
$1K – – –
IWM
564
IHT Wealth Management
Illinois
$649 -$27.3K -837 -41%
Renaissance Technologies
565
Renaissance Technologies
New York
– -$20.4M -664,700 Closed
WMSA
566
Weiss Multi-Strategy Advisers
New York
– -$11.5M -376,377 Closed
HI
567
Honeywell International
North Carolina
– -$11.2M -366,000 Closed
Tudor Investment Corp
568
Tudor Investment Corp
Connecticut
– -$6.63M -216,609 Closed
ESCM
569
Echo Street Capital Management
New York
– -$5.55M -181,283 Closed
ACPU
570
Arrowgrass Capital Partners (US)
Delaware
– -$5.49M -179,329 Closed
CCM
571
Channing Capital Management
Illinois
– -$3.58M -116,860 Closed
QT
572
Quantbot Technologies
New York
– -$3.42M -111,611 Closed
BF
573
BOK Financial
Oklahoma
– -$1.67M -54,666 Closed
Twin Tree Management
574
Twin Tree Management
Texas
– -$1.55M -47,473 Closed
SSA
575
Schonfeld Strategic Advisors
New York
– -$1.31M -42,878 Closed
21 22
23
24 25

IVZ Hedge Fund Activity: Q2 2017 in Review

565 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2017, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IVZ positions and 44 closed out — a net gain of 28 holders — while 201 added to existing stakes and 209 trimmed.

The largest buyer was Putnam Investments, adding an estimated $124M. The largest seller was Citadel Advisors, cutting an estimated $73.5M.

  • 565 institutional investors held Invesco (IVZ) as of Q2 2017, up from 541 in Q1 2017.
  • Funds reported $11.5B of Invesco stock for Q2 2017, up 14% quarter-over-quarter.
  • 72 funds opened new Invesco positions in Q2 2017 and 44 closed out, a net change of +28 holders.
  • The largest Invesco buyer in Q2 2017 was Putnam Investments, an estimated $124M added.
  • The largest Invesco seller in Q2 2017 was Citadel Advisors, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2017.