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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
Jennison Associates
576
Jennison Associates
New York
-$215K -6,100 Closed
Lido Advisors
577
Lido Advisors
California
-$211K -6,000 Closed
GC
578
Gilbert & Cook
Iowa
-$203K -5,780 Closed
ACM
579
Americafirst Capital Management
California
-$193K -5,476 Closed
CMBA
580
C.M. Bidwell & Associates
Hawaii
-$185K -5,245 Closed
ST
581
Sageworth Trust
Pennsylvania
-$69K -1,950 Closed
AIM
582
Acrospire Investment Management
Illinois
-$38K -1,067 Closed
PHK
583
Point72 Hong Kong
Hong Kong
-$32K -921 Closed
SNT
584
Security National Trust
West Virginia
-$28K -800 Closed
RAM
585
Riggs Asset Management
Pennsylvania
-$25K -700 Closed
PFPT
586
Pinnacle Financial Partners (Tennessee)
Tennessee
-$19K -538 Closed
BAM
587
Bruderman Asset Management
New York
-$14K -391 Closed
MIM
588
Macroview Investment Management
Maryland
-$14K -385 Closed
VWA
589
V Wealth Advisors
Kansas
-$13K -364 Closed
OFW
590
Omnia Family Wealth
Florida
-$12K -334 Closed
JFGIW
591
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$11K -315 Closed
PSUF
592
People's United Financial
Connecticut
-$9K -250 Closed
NA
593
NewEdge Advisors
Louisiana
-$7.51K -206 Closed
BBHC
594
Brown Brothers Harriman & Co
New York
-$6K -175 Closed
HR
595
Howe & Rusling
New York
-$6K -160 Closed
FC
596
Ferris Capital
Massachusetts
-$5K -153 Closed
LYV
597
Live Your Vision
Pennsylvania
-$3.42K -100 Closed
PFO
598
Pathstone Family Office
New Jersey
-$3K -74 Closed
RFM
599
Royal Fund Management
Florida
-$2.32K -68 -76%
SIAP
600
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$2K -65 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.