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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
FCI
126
Financial Counselors Inc
Kansas
$8.16M +$4.19M +115,847 +108%
HCM
127
Howard Capital Management
Georgia
$8.14M +$8.06M +222,899 New
BOTW
128
Bank of the West
California
$8.08M +$140K +3,862 +2%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$7.86M -$352K -9,724 -4%
Los Angeles Capital Management
130
Los Angeles Capital Management
California
$7.82M +$1.1M +30,320 +16%
PA
131
Pinnacle Associates
New York
$7.72M -$319K -8,817 -4%
SO
132
STRS Ohio
Ohio
$7.67M
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$7.62M -$4.12M -113,971 -35%
VRS
134
Virginia Retirement Systems
Virginia
$7.45M -$304K -8,400 -4%
SEI Investments
135
SEI Investments
Pennsylvania
$7.36M +$566K +15,651 +8%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$7.14M +$7.07M +195,429 New
ANI
137
American National Insurance
Texas
$7.03M
NCM
138
Nelson Capital Management
California
$6.97M +$25.9K +715 +0.4%
PP
139
Pegasus Partners
Wisconsin
$6.97M -$562K -15,528 -8%
GF
140
Gabelli Funds
New York
$6.94M -$362K -10,000 -5%
Connor, Clark & Lunn Investment Management (CC&L)
141
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.94M +$3.08M +85,200 +81%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$6.89M -$47.2K -1,305 -0.7%
WTB
143
Washington Trust Bank
Washington
$6.86M +$400K +11,052 +6%
AG
144
Aperio Group
California
$6.58M -$43.2K -1,194 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.41M +$5.37M +148,500 +552%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$6.41M +$760K +21,012 +14%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$6.31M -$66.6M -1,841,735 -91%
Russell Investments Group
148
Russell Investments Group
United Kingdom
$6.3M +$1.87M +51,555 +43%
BF
149
BOK Financial
Oklahoma
$6.16M +$1.55M +42,757 +34%
ASRS
150
Arizona State Retirement System
Arizona
$6.03M +$281K +7,777 +5%

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.