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Invesco
IVZ

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $65.9M | Put options by funds: $14.4M

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.45B)

4% more funds holding

Funds holding: 541 → 565 (+24)

0.65% less ownership

Funds ownership: 81.2% → 80.55% (-0.65%)

4% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 209

Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$124M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$89.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.8M
4
KP
Kiltearn Partners
United Kingdom
+$52.2M
5
UBS Group
UBS Group
Switzerland
+$41.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$73.5M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$42.9M
3
Ameriprise
Ameriprise
Minnesota
-$41.7M
4
Goldman Sachs
Goldman Sachs
New York
-$37.9M
5
CS
Credit Suisse
Switzerland
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$23.3M -$371K -11,396 -2%
ACA
77
Anchor Capital Advisors
Massachusetts
$22.9M -$1.73M -53,050 -8%
Principal Financial Group
78
Principal Financial Group
Iowa
$22M +$216K +6,632 +1%
DGHMC
79
Dalton, Greiner, Hartman, Maher & Co
New York
$22M -$861K -26,403 -4%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$21.1M – – –
APG Asset Management
81
APG Asset Management
Netherlands
$20.1M – – –
BTS
82
BB&T Securities
Virginia
$18.9M -$28.5M -873,634 -62%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$18.3M -$109K -3,356 -0.6%
CGT
84
Capital Guardian Trust
California
$17.5M -$4.46M -136,971 -22%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$17.1M – – –
William Blair & Company
86
William Blair & Company
Illinois
$16.6M -$581K -17,823 -4%
DF
87
Donoghue Forlines
Massachusetts
$16.5M +$15.3M +469,293 New
AAM
88
Advisors Asset Management
Colorado
$16.5M +$423K +12,988 +3%
AIA
89
Avalon Investment & Advisory
Texas
$16.4M +$2.35M +72,140 +18%
QIM
90
Quantitative Investment Management
Virginia
$16.2M +$15M +459,800 New
EVM
91
Eaton Vance Management
Massachusetts
$15.9M +$10.5M +322,230 +247%
Barclays
92
Barclays
United Kingdom
$15.9M -$3.64M -111,606 -20%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$15.4M +$1.28M +39,274 +10%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$15.2M +$718K +22,040 +5%
BCM
95
Brown Capital Management
Maryland
$15.2M -$1.83M -56,022 -11%
CB
96
Commerce Bank
Missouri
$14.8M -$588K -18,037 -4%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$13.5M +$4.08M +125,254 +48%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$13.3M -$42.9M -1,315,700 -78%
ABTD
99
Arvest Bank Trust Division
Oklahoma
$13M +$165K +5,055 +1%
USAA
100
United Services Automobile Association
Texas
$12.7M +$28K +858 +0.2%
2 3
4
5 6

IVZ Hedge Fund Activity: Q2 2017 in Review

565 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2017, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IVZ positions and 44 closed out — a net gain of 28 holders — while 201 added to existing stakes and 209 trimmed.

The largest buyer was Putnam Investments, adding an estimated $124M. The largest seller was Citadel Advisors, cutting an estimated $73.5M.

  • 565 institutional investors held Invesco (IVZ) as of Q2 2017, up from 541 in Q1 2017.
  • Funds reported $11.5B of Invesco stock for Q2 2017, up 14% quarter-over-quarter.
  • 72 funds opened new Invesco positions in Q2 2017 and 44 closed out, a net change of +28 holders.
  • The largest Invesco buyer in Q2 2017 was Putnam Investments, an estimated $124M added.
  • The largest Invesco seller in Q2 2017 was Citadel Advisors, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2017.