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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
FQ
126
First Quadrant
California
$8.07M +$7.87M +230,363 New
VOYA Investment Management
127
VOYA Investment Management
Georgia
$7.88M -$54.1K -1,584 -0.7%
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$7.8M -$47.8K -1,400 -0.6%
PA
129
Pinnacle Associates
New York
$7.71M -$17.1K -502 -0.2%
BOTW
130
Bank of the West
California
$7.62M -$1.74M -51,066 -19%
Victory Capital Management
131
Victory Capital Management
Texas
$7.54M +$1.88M +55,180 +35%
CL
132
Croft-Leominster
Maryland
$7.5M -$152K -4,436 -2%
GI
133
Gradient Investments
Minnesota
$7.46M +$275K +8,046 +4%
VRS
134
Virginia Retirement Systems
Virginia
$7.44M +$47.8K +1,400 +0.7%
SDIC
135
South Dakota Investment Council
South Dakota
$7.43M +$27.3K +800 +0.4%
SO
136
STRS Ohio
Ohio
$7.36M
PP
137
Pegasus Partners
Wisconsin
$7.22M +$1.38M +40,308 +24%
GF
138
Gabelli Funds
New York
$7.01M
ANI
139
American National Insurance
Texas
$6.75M
NCM
140
Nelson Capital Management
California
$6.66M -$31.6K -925 -0.5%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$6.66M -$272K -7,950 -4%
SEI Investments
142
SEI Investments
Pennsylvania
$6.51M -$517K -15,140 -8%
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$6.44M +$4.85M +141,990 +340%
AG
144
Aperio Group
California
$6.35M -$106K -3,089 -2%
WTB
145
Washington Trust Bank
Washington
$6.19M +$3.19M +93,265 +112%
AP
146
AHL Partners
United Kingdom
$5.9M +$2.33M +68,229 +68%
HCMT
147
Highland Capital Management (Tennessee)
Tennessee
$5.82M +$583K +17,080 +11%
BCM
148
Brookstone Capital Management
Illinois
$5.66M -$374K -10,946 -6%
ASRS
149
Arizona State Retirement System
Arizona
$5.51M +$847K +24,791 +19%
DHFB
150
Dixon Hubard Feinour & Brown
Virginia
$5.44M -$102K -3,000 -2%

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.