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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
ABTD
101
Arvest Bank Trust Division
Oklahoma
$13.1M -$422K -11,674 -3%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$12.9M -$70.7K -1,953 -0.5%
FLII
103
First Long Island Investors
New York
$12.7M +$66.6K +1,842 +0.5%
TBA
104
Tower Bridge Advisors
Pennsylvania
$12.3M -$267K -7,385 -2%
Canada Life
105
Canada Life
Manitoba, Canada
$12.1M -$726K -20,073 -6%
Truist Financial
106
Truist Financial
North Carolina
$11.5M -$265K -7,325 -2%
FMLI
107
Fukoku Mutual Life Insurance
Japan
$10.8M
Natixis Advisors
108
Natixis Advisors
Massachusetts
$10.8M +$27.1K +748 +0.3%
HighTower Advisors
109
HighTower Advisors
Illinois
$10.6M +$269K +7,445 +3%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$10.2M -$834K -23,061 -8%
OCM
111
Olstein Capital Management
New York
$10.1M -$1.17M -32,200 -10%
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$9.99M +$6.06M +167,531 +158%
SCM
113
Stevens Capital Management
Pennsylvania
$9.8M +$5.95M +164,491 +158%
Citigroup
114
Citigroup
New York
$9.46M -$897K -24,780 -9%
Macquarie Group
115
Macquarie Group
Australia
$9.39M -$511K -14,130 -5%
BCIM
116
British Columbia Investment Management
British Columbia, Canada
$9.01M -$6.77M -187,234 -43%
PP
117
Prospector Partners
Connecticut
$8.78M -$199K -5,500 -2%
Victory Capital Management
118
Victory Capital Management
Texas
$8.69M +$823K +22,747 +11%
MCM
119
Maltese Capital Management
New York
$8.59M -$923K -25,500 -10%
PAMU
120
Pictet Asset Management (UK)
United Kingdom
$8.46M +$325K +8,993 +4%
FQ
121
First Quadrant
California
$8.42M
QIM
122
Quantitative Investment Management
Virginia
$8.31M +$7.72M +213,500 +1,536%
GI
123
Gradient Investments
Minnesota
$8.22M +$430K +11,887 +6%
Aviva
124
Aviva
United Kingdom
$8.2M -$1.17M -32,379 -13%
NIPH
125
NN Investment Partners Holdings
Netherlands
$8.18M +$5.57M +153,961 +221%

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.