Invesco
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.
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
Top Buyers
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$124M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$89.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.8M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$52.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.7M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$73.5M |
| 2 |
Two Sigma Advisers
New York
|
-$42.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.7M |
| 4 |
Goldman Sachs
New York
|
-$37.9M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$28.8M |
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.