Invesco
474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.
189% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 27
34% more call options, than puts
Call options by funds: $36.4M | Put options by funds: $27.2M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more funds holding
Funds holding: 427 → 474 (+47)
4% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 168
3% less capital invested
Capital invested by funds: $14.6B → $14.1B (-$465M)
2.24% less ownership
Funds ownership: 88.26% → 86.02% (-2.2%)
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$154M |
| 2 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$113M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$93.9M |
| 4 |
O
OppenheimerFunds
New York
|
+$92.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$72.9M |
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$657M |
| 2 |
JP Morgan Chase
New York
|
-$167M |
| 3 |
Bank of New York Mellon
New York
|
-$121M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$76.7M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$49M |
IVZ Hedge Fund Activity: Q4 2013 in Review
474 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2013, worth a combined $14.1B — down 3.2% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IVZ positions and 27 closed out — a net gain of 51 holders — while 175 added to existing stakes and 168 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $154M. The largest seller was T. Rowe Price Associates, cutting an estimated $657M.
- 474 institutional investors held Invesco (IVZ) as of Q4 2013, up from 427 in Q3 2013.
- Funds reported $14.1B of Invesco stock for Q4 2013, down 3.2% quarter-over-quarter.
- 78 funds opened new Invesco positions in Q4 2013 and 27 closed out, a net change of +51 holders.
- The largest Invesco buyer in Q4 2013 was Neuberger Berman Group, an estimated $154M added.
- The largest Invesco seller in Q4 2013 was T. Rowe Price Associates, an estimated $657M sold.
Based on aggregated 13F filings for Q4 2013.