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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
VCM
601
Versant Capital Management
Arizona
$3K
RFM
602
Royal Fund Management
Florida
$3K +$2.57K +71 +338%
PFO
603
Pathstone Family Office
New Jersey
$3K +$2.71K +75 New
CAC
604
Certified Advisory Corp
Florida
$3K +$4.02K +111 New
SWA
605
Sutton Wealth Advisors
Florida
$2.96K
SIM
606
Sonora Investment Management
Arizona
$2.38K +$2.35K +65 New
OFS
607
Orrstown Financial Services
Pennsylvania
$2K
Financial Engines Advisors
608
Financial Engines Advisors
California
$2K +$1.52K +42 New
MCM
609
Mainstay Capital Management
Michigan
$2K +$2.06K +57 New
GEA
610
Glen Eagle Advisors
New Jersey
$1.94K -$72 -2 -4%
Walleye Trading
611
Walleye Trading
New York
$1.75K +$1.74M +47,974 New
GWS
612
Glassman Wealth Services
Virginia
$1K
PFSC
613
Peoples Financial Services Corp
Pennsylvania
$1K
RPC
614
Rossmore Private Capital
Connecticut
$804 +$796 +22 New
PCG
615
Private Capital Group
Connecticut
$80 +$79.6K +2,201 New
SSM
616
Sound Shore Management
Connecticut
-$93M -2,655,103 Closed
BS
617
Banco Santander
Spain
-$56.1M -1,600,000 Closed
CTI
618
Community Trust & Investment
Kentucky
-$16.7M -477,469 Closed
NFA
619
Nationwide Fund Advisors
Ohio
-$13.6M -389,107 Closed
PI
620
PGGM Investments
Netherlands
-$9.36M -267,145 Closed
MSE
621
MUFG Securities EMEA
United Kingdom
-$1.75M -50,000 Closed
Alyeska Investment Group
622
Alyeska Investment Group
Illinois
-$1.59M -45,362 Closed
LCM
623
Landscape Capital Management
New Jersey
-$1.5M -42,920 Closed
NLI
624
Nippon Life Insurance
Japan
-$1.35M -38,508 Closed
SIM
625
Sentry Investment Management
Wisconsin
-$901K -25,726 Closed

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.