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
BCM
551
BlueCrest Capital Management
Jersey
-$2.14M -60,791 Closed
JG
552
Jefferies Group
New York
-$2.09M -59,421 Closed
D.E. Shaw & Co
553
D.E. Shaw & Co
New York
-$1.85M -52,646 Closed
UAS
554
United Asset Strategies
New York
-$1.71M -48,665 Closed
Two Sigma Investments
555
Two Sigma Investments
New York
-$1.27M -37,291 Closed
FP
556
FDO Partners
Massachusetts
-$1.14M -32,255 Closed
BC
557
Brinker Capital
Pennsylvania
-$786K -22,342 Closed
Wolverine Trading
558
Wolverine Trading
Illinois
-$753K -22,058 Closed
DCM
559
Dynamic Capital Management
Jersey
-$775K -22,037 Closed
GCP
560
GSA Capital Partners
United Kingdom
-$638K -18,118 Closed
HCM
561
Hollencrest Capital Management
California
-$559K -15,891 Closed
TC
562
TFS Capital
Pennsylvania
-$469K -13,331 Closed
KI
563
Koch Industries
Kansas
-$446K -12,669 Closed
TI
564
Trexquant Investment
Connecticut
-$442K -12,572 Closed
EGM
565
Engineers Gate Manager
New York
-$435K -12,351 Closed
Capital Fund Management (CFM)
566
Capital Fund Management (CFM)
France
-$411K -11,692 Closed
TSS
567
Two Sigma Securities
New York
-$374K -10,634 Closed
FCBT
568
First Citizens Bank & Trust
North Carolina
-$335K -9,521 Closed
Pacer Advisors
569
Pacer Advisors
Pennsylvania
-$331K -9,420 Closed
PL
570
Parkwood LLC
Ohio
-$305K -8,681 Closed
SM
571
Sciencast Management
New Jersey
-$286K -8,129 Closed
GFPC
572
Global Financial Private Capital
Florida
-$262K -7,458 Closed
Jane Street
573
Jane Street
New York
-$254K -7,434 Closed
MYAM
574
Meiji Yasuda Asset Management
Japan
-$228K -6,474 Closed
BCM
575
Bluefin Capital Management
New York
-$216K -6,129 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.