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Invesco
IVZ

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: 3 → 3 (0)

4% less funds holding

Funds holding: 565 → 545 (-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

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$103M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$59M
3
BS
Banco Santander
Spain
+$54.7M
4
Capital International Investors
Capital International Investors
California
+$39.9M
5
Ameriprise
Ameriprise
Minnesota
+$27.5M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$86.2M
2
SSM
Sound Shore Management
Connecticut
-$60M
3
Citadel Advisors
Citadel Advisors
Florida
-$44M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$24.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
601
Arax Advisory Partners
Colorado
– -$2K -57 Closed
Parallax Volatility Advisers
602
Parallax Volatility Advisers
California
– +$171 +5 New
21 22 23 24
25

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.