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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$7.97M -$287K -8,792 -4%
PA
127
Pinnacle Associates
New York
$7.76M +$308K +9,459 +4%
Allianz Asset Management
128
Allianz Asset Management
Germany
$7.76M +$682K +20,913 +10%
IP
129
Interval Partners
New York
$7.74M +$746K +22,877 +12%
CL
130
Croft-Leominster
Maryland
$7.69M -$164K -5,034 -2%
MCM
131
Maltese Capital Management
New York
$7.55M +$577K +17,700 +9%
SDIC
132
South Dakota Investment Council
South Dakota
$7.44M +$225K +6,900 +3%
VRS
133
Virginia Retirement Systems
Virginia
$7.42M – – –
SO
134
STRS Ohio
Ohio
$7.39M -$1.51M -46,427 -18%
GI
135
Gradient Investments
Minnesota
$7.21M +$399K +12,240 +6%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$7.1M -$173K -5,300 -2%
SEI Investments
137
SEI Investments
Pennsylvania
$7.07M -$247K -7,564 -4%
GF
138
Gabelli Funds
New York
$7.04M – – –
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$6.87M +$293K +9,000 +5%
ANI
140
American National Insurance
Texas
$6.78M – – –
NCM
141
Nelson Capital Management
California
$6.72M -$133K -4,075 -2%
AG
142
Aperio Group
California
$6.48M +$430K +13,180 +8%
KeyBank National Association
143
KeyBank National Association
Ohio
$6.17M -$567K -17,404 -9%
Credit Agricole
144
Credit Agricole
France
$6.13M -$27.8M -852,262 -83%
BCM
145
Brookstone Capital Management
Illinois
$6.07M -$251K -7,702 -4%
AIG
146
American International Group
New York
$5.99M -$3K -92 -0.1%
PP
147
Pegasus Partners
Wisconsin
$5.84M +$3.91M +119,820 +260%
Victory Capital Management
148
Victory Capital Management
Texas
$5.63M +$656K +20,112 +14%
CA
149
Cullinan Associates
Kentucky
$5.57M +$214K +6,550 +4%
DHFB
150
Dixon Hubard Feinour & Brown
Virginia
$5.57M +$5.16M +158,315 New
4 5
6
7 8

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.