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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
Principal Financial Group
76
Principal Financial Group
Iowa
$22.9M +$496K +13,716 +2%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$22M +$109K +3,000 +0.5%
Barclays
78
Barclays
United Kingdom
$22M +$5.42M +149,874 +33%
CCMG
79
Clark Capital Management Group
Pennsylvania
$21.7M +$8.68M +239,878 +68%
Asset Management One
80
Asset Management One
Japan
$21.3M -$91.7K -2,535 -0.4%
DGHMC
81
Dalton, Greiner, Hartman, Maher & Co
New York
$20.7M -$2.36M -65,328 -10%
JIC
82
Johnson Investment Counsel
Ohio
$19.4M -$2.31M -63,751 -11%
William Blair & Company
83
William Blair & Company
Illinois
$18.6M +$3.01M +83,214 +19%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$18.1M +$1.63M +45,182 +10%
CGT
85
Capital Guardian Trust
California
$18M -$209K -5,777 -1%
BTS
86
BB&T Securities
Virginia
$17.7M -$23.4K -648 -0.1%
N
87
Nuveen
North Carolina
$17.6M +$17M +470,672 +4,306%
DF
88
Donoghue Forlines
Massachusetts
$17.3M -$1.3M -36,029 -7%
CC
89
Cornerstone Capital
California
$16.9M +$2.08M +57,621 +14%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$16.5M -$5.25M -144,970 -24%
Allianz Asset Management
91
Allianz Asset Management
Germany
$16.4M +$1.35M +37,378 +9%
CB
92
Commerce Bank
Missouri
$15.8M +$453K +12,530 +3%
BCM
93
Brown Capital Management
Maryland
$15.8M +$12.9K +357 +0.1%
AIA
94
Avalon Investment & Advisory
Texas
$15.7M -$1.54M -42,566 -9%
AAM
95
Advisors Asset Management
Colorado
$15M -$1.1M -30,421 -7%
EVM
96
Eaton Vance Management
Massachusetts
$15M -$181K -5,000 -1%
KBC Group
97
KBC Group
Belgium
$14.4M +$4.41M +121,810 +45%
PAM
98
Panagora Asset Management
Massachusetts
$14.2M +$1.14M +31,593 +9%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$13.4M +$380K +10,506 +3%
USAA
100
United Services Automobile Association
Texas
$13.3M +$15.8K +438 +0.1%

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.