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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
WAM
626
Wolverine Asset Management
Illinois
-$876K -25,000 Closed
WBC
627
Westpac Banking Corp
Australia
-$859K -24,510 Closed
AT
628
Arden Trust
Delaware
-$818K -23,340 Closed
FRM
629
Fox Run Management
Connecticut
-$781K -22,300 Closed
LP
630
LMR Partners
United Kingdom
-$775K -22,109 Closed
GCA
631
Gideon Capital Advisors
New York
-$548K -15,650 Closed
JIP
632
Jaffetilchin Investment Partners
Florida
-$406K -11,591 Closed
HCA
633
Harbour Capital Advisors
Virginia
-$375K -10,710 Closed
PCM
634
Prelude Capital Management
New York
-$347K -9,893 Closed
SFWA
635
Summit Financial Wealth Advisors
Louisiana
-$320K -9,140 Closed
QOP
636
Quinn Opportunity Partners
Virginia
-$280K -8,000 Closed
KJHP
637
K.J. Harrison & Partners
Ontario, Canada
-$266K -7,600 Closed
LOAME
638
Lombard Odier Asset Management (Europe)
United Kingdom
-$222K -6,326 Closed
EMG
639
Ellington Management Group
Connecticut
-$207K -5,900 Closed
UOTTAIMCU
640
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$207K -5,900 Closed
CCM
641
Cutler Capital Management
Massachusetts
-$193K -5,500 Closed
CG
642
Cutler Group
California
-$85.9K -2,375 Closed
CHC
643
City Holding Co
West Virginia
-$71K -2,016 Closed
NFG
644
Next Financial Group
Texas
-$24K -675 Closed
ZB
645
Zions Bancorporation
Utah
-$23K -656 Closed
CFA
646
Camarda Financial Advisors
Florida
-$21K -612 Closed
MCIA
647
Mountain Capital Investment Advisors
Colorado
-$11K -310 Closed
CB
648
Community Bank
New York
-$6K -162 Closed
TDC
649
Thompson Davis & Co
Virginia
-$3K -80 Closed
TG
650
TLP Group
Illinois
-$2K -50 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.