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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M -$93.1M -2,574,327 -73%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$34.4M +$937K +25,887 +3%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$33.4M +$1.1M +30,400 +3%
M&T Bank
54
M&T Bank
New York
$33.2M +$118K +3,259 +0.4%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$32.7M +$11.4M +313,900 +54%
TA
56
Teachers Advisors
New York
$32.5M +$2.61M +72,105 +9%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$32.3M -$9.95M -275,112 -24%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$31.6M -$102K -2,816 -0.3%
Federated Hermes
59
Federated Hermes
Pennsylvania
$30.4M +$253K +7,000 +0.8%
TRSOTSOK
60
Teachers Retirement System of the State of Kentucky
Kentucky
$29.1M -$680K -18,800 -2%
ZIM
61
Zacks Investment Management
Illinois
$28.5M +$374K +10,345 +1%
RP
62
Reinhart Partners
Wisconsin
$27.6M +$127K +3,504 +0.5%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$27.6M +$377K +10,411 +1%
WPC
64
Waters Parkerson & Co
Louisiana
$26.7M +$118K +3,262 +0.4%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$26.1M +$10.1M +279,341 +64%
PWLP
66
Prio Wealth Limited Partnership
Massachusetts
$26M -$334K -9,225 -1%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$25.7M -$338K -9,349 -1%
First Trust Advisors
68
First Trust Advisors
Illinois
$25.4M -$2.29M -63,375 -8%
ZIC
69
ZWJ Investment Counsel
Georgia
$25.2M -$495K -13,675 -2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$24.5M -$636K -17,565 -3%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$24.1M +$507 +14 +0%
AQR Capital Management
72
AQR Capital Management
Connecticut
$24M -$41.4M -1,144,649 -64%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$24M -$4.03M -111,500 -15%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$23.4M -$1.54M -42,690 -6%
ACA
75
Anchor Capital Advisors
Massachusetts
$23M -$498K -13,757 -2%

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.