Invesco
532 hedge funds and large institutions have $8.69B invested in Invesco in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 229 increasing their positions, 167 reducing their positions, and 45 closing their positions.
208% more call options, than puts
Call options by funds: $62.3M | Put options by funds: $20.2M
49% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 45
37% more repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 167
3% more funds holding
Funds holding: 516 → 532 (+16)
2.17% less ownership
Funds ownership: 83.71% → 81.53% (-2.2%)
18% less capital invested
Capital invested by funds: $10.6B → $8.69B (-$1.88B)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$80.2M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$75.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$61.9M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$54.4M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$53.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$199M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$166M |
| 3 |
JP Morgan Chase
New York
|
-$131M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$112M |
| 5 |
GE
General Electric
Evendale,
Ohio
|
-$88.3M |
IVZ Hedge Fund Activity: Q2 2016 in Review
532 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2016, worth a combined $8.69B — down 18% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IVZ positions and 45 closed out — a net gain of 22 holders — while 229 added to existing stakes and 167 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $80.2M. The largest seller was Fidelity Investments, cutting an estimated $199M.
- 532 institutional investors held Invesco (IVZ) as of Q2 2016, up from 516 in Q1 2016.
- Funds reported $8.69B of Invesco stock for Q2 2016, down 18% quarter-over-quarter.
- 67 funds opened new Invesco positions in Q2 2016 and 45 closed out, a net change of +22 holders.
- The largest Invesco buyer in Q2 2016 was Wellington Management Group, an estimated $80.2M added.
- The largest Invesco seller in Q2 2016 was Fidelity Investments, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2016.