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545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $54.9M | Put options by funds: $27.4M

18% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 191

1.36% more ownership

Funds ownership: 80.55%81.92% (+1.4%)

1% more capital invested

Capital invested by funds: $11.5B → $11.7B (+$143M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 565545 (-20)

16% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 58

Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
101
Nationwide Fund Advisors
Ohio
$13.6M +$1.43M +41,728 +12%
ABTD
102
Arvest Bank Trust Division
Oklahoma
$13M +$56.8K +1,663 +0.4%
USAA
103
United Services Automobile Association
Texas
$12.7M +$53.3K +1,559 +0.4%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$12.5M -$2.76M -80,879 -18%
PAM
105
Panagora Asset Management
Massachusetts
$12.5M +$11.4M +334,594 +1,465%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$12.4M +$157K +4,606 +1%
CCMG
107
Clark Capital Management Group
Pennsylvania
$12.4M +$12.1M +353,185 New
FLII
108
First Long Island Investors
New York
$12.2M +$730K +21,377 +7%
TBA
109
Tower Bridge Advisors
Pennsylvania
$12.1M +$25.8K +755 +0.2%
Canada Life
110
Canada Life
Manitoba, Canada
$12.1M +$776K +22,732 +7%
Truist Financial
111
Truist Financial
North Carolina
$11.3M -$144K -4,225 -1%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$11.3M +$2.77M +81,049 +34%
OCM
113
Olstein Capital Management
New York
$10.8M +$355K +10,400 +3%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$10.6M -$839K -24,565 -8%
FMLI
115
Fukoku Mutual Life Insurance
Japan
$10.3M
Natixis Advisors
116
Natixis Advisors
Massachusetts
$10.3M +$752K +22,030 +8%
Citigroup
117
Citigroup
New York
$9.94M +$260K +7,613 +3%
HighTower Advisors
118
HighTower Advisors
Illinois
$9.9M -$613K -17,952 -6%
Macquarie Group
119
Macquarie Group
Australia
$9.55M -$1.2M -35,062 -11%
KBC Group
120
KBC Group
Belgium
$9.51M -$2.44M -71,330 -21%
PI
121
PGGM Investments
Netherlands
$9.36M +$205K +6,004 +2%
MCM
122
Maltese Capital Management
New York
$9.13M +$1.57M +45,900 +21%
Aviva
123
Aviva
United Kingdom
$9M +$93.9K +2,750 +1%
Credit Agricole
124
Credit Agricole
France
$8.96M +$2.78M +81,299 +47%
PP
125
Prospector Partners
Connecticut
$8.61M -$102K -3,000 -1%

IVZ Hedge Fund Activity: Q3 2017 in Review

545 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2017, worth a combined $11.7B — up 1.2% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IVZ and 49 opened new positions — a net loss of 9 holders — while 191 trimmed existing stakes and 225 added.

The largest buyer was Amundi Asset Management US, adding an estimated $103M. The largest seller was Putnam Investments, cutting an estimated $86.2M.

  • 545 institutional investors held Invesco (IVZ) as of Q3 2017, down from 565 in Q2 2017.
  • Funds reported $11.7B of Invesco stock for Q3 2017, up 1.2% quarter-over-quarter.
  • 49 funds opened new Invesco positions in Q3 2017 and 58 closed out, a net change of -9 holders.
  • The largest Invesco buyer in Q3 2017 was Amundi Asset Management US, an estimated $103M added.
  • The largest Invesco seller in Q3 2017 was Putnam Investments, an estimated $86.2M sold.

Based on aggregated 13F filings for Q3 2017.