Invesco
555 hedge funds and large institutions have $13.4B invested in Invesco in 2015 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 241 increasing their positions, 181 reducing their positions, and 41 closing their positions.
252% more call options, than puts
Call options by funds: $51.4M | Put options by funds: $14.6M
46% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 41
33% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 181
2% more funds holding
Funds holding: 544 → 555 (+11)
1% less ownership
Funds ownership: 84.53% → 83.53% (-1%)
6% less capital invested
Capital invested by funds: $14.3B → $13.4B (-$927M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$118M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$92.4M |
| 3 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$63.1M |
| 4 |
Two Sigma Investments
New York
|
+$53.8M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$267M |
| 2 |
JP Morgan Chase
New York
|
-$136M |
| 3 |
Goldman Sachs
New York
|
-$118M |
| 4 |
Bank of New York Mellon
New York
|
-$79.9M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$64.2M |
IVZ Hedge Fund Activity: Q2 2015 in Review
555 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2015, worth a combined $13.4B — down 6.5% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IVZ positions and 41 closed out — a net gain of 19 holders — while 241 added to existing stakes and 181 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $118M. The largest seller was T. Rowe Price Associates, cutting an estimated $267M.
- 555 institutional investors held Invesco (IVZ) as of Q2 2015, up from 544 in Q1 2015.
- Funds reported $13.4B of Invesco stock for Q2 2015, down 6.5% quarter-over-quarter.
- 60 funds opened new Invesco positions in Q2 2015 and 41 closed out, a net change of +19 holders.
- The largest Invesco buyer in Q2 2015 was Wellington Management Group, an estimated $118M added.
- The largest Invesco seller in Q2 2015 was T. Rowe Price Associates, an estimated $267M sold.
Based on aggregated 13F filings for Q2 2015.