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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.

New
Increased
Maintained
Reduced
Closed

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: 35 (+2)

17% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 202

13% more funds holding

Funds holding: 545614 (+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%)

Holders
614
Holders Change
+69
Holders Change %
+12.66%
% of All Funds
13.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
107
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
551
Evercore Wealth Management
New York
$29K
MIFH
552
Migdal Insurance & Financial Holdings
Israel
$26K +$7.27K +201 +40%
GAM
553
Gemmer Asset Management
California
$25K +$10.9K +300 +80%
QCG
554
Quadrant Capital Group
Ohio
$24K
TWA
555
TCI Wealth Advisors
Arizona
$24K +$19.9K +550 +509%
CTC
556
Central Trust Company
Missouri
$23K -$34.3K -948 -60%
LWM
557
Lenox Wealth Management
Ohio
$22K
YWP
558
YorkBridge Wealth Partners
New York
$20K -$25.4K -701 -54%
AssetMark Inc
559
AssetMark Inc
California
$18K -$23K -635 -57%
BBHC
560
Brown Brothers Harriman & Co
New York
$18K +$17.7K +490 New
SSB
561
Sandy Spring Bank
Maryland
$17K +$16.1K +445 New
SIS
562
Sound Income Strategies
Florida
$16K +$17.5K +483 New
BL
563
Balentine LLC
Georgia
$15K
JCM
564
Jacobi Capital Management
Pennsylvania
$15K
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$15K +$941 +26 +7%
KA
566
Kaizen Advisory
Illinois
$15K +$14.8K +410 New
BWM
567
Baystate Wealth Management
Massachusetts
$14K -$4.27K -118 -24%
WPA
568
West Paces Advisors
Georgia
$13.5K
PMFA
569
Plante Moran Financial Advisors
Michigan
$13K +$109 +3 +0.9%
GFP
570
Gryphon Financial Partners
Ohio
$12K +$11.5K +319 New
DCM
571
Delpha Capital Management
New York
$12K +$12.2K +336 New
PK
572
Pflug Koory
Nebraska
$11K
VNA
573
Valley National Advisers
Pennsylvania
$11K
WWMSC
574
Wagner Wealth Management (South Carolina)
South Carolina
$11K
FMA
575
FNY Managed Accounts
New York
$10K -$30.7K -849 -75%

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.