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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
ACI
151
AMP Capital Investors
Australia
$5.43M +$1.64M +48,068 +45%
MPM
152
Meritage Portfolio Management
Kansas
$5.42M -$67.9K -1,987 -1%
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$5.41M +$565K +16,538 +12%
CA
154
Cullinan Associates
Kentucky
$5.39M -$153K -4,490 -3%
WB
155
WesBanco Bank
West Virginia
$5.34M -$3.11M -90,944 -37%
Citadel Advisors
156
Citadel Advisors
Florida
$5.2M -$44M -1,288,798 -90%
AIG
157
American International Group
New York
$5.16M -$785K -22,974 -13%
AMI
158
Amica Mutual Insurance
Rhode Island
$4.86M
TAM
159
Tealwood Asset Management
Minnesota
$4.81M -$12.7K -373 -0.3%
SW
160
SVB Wealth
Massachusetts
$4.78M +$244K +7,140 +6%
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
$4.76M +$1.32M +38,749 +40%
ProShare Advisors
162
ProShare Advisors
Maryland
$4.75M +$479K +14,031 +12%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$4.7M
CBT
164
Capital Bank & Trust
California
$4.67M +$122K +3,560 +3%
SB
165
Suntrust Banks
Georgia
$4.66M +$354K +10,357 +8%
TD Asset Management
166
TD Asset Management
Ontario, Canada
$4.51M -$246K -7,207 -5%
ABC
167
Associated Banc-Corp
Wisconsin
$4.46M +$739K +21,647 +20%
BF
168
BOK Financial
Oklahoma
$4.4M +$4.29M +125,679 New
LBC
169
Lowe Brockenbrough & Co
Virginia
$4.4M +$92.1K +2,695 +2%
KeyBank National Association
170
KeyBank National Association
Ohio
$4.36M -$1.74M -51,068 -29%
SOMRS
171
State of Michigan Retirement System
Michigan
$4.33M -$352K -10,300 -8%
Russell Investments Group
172
Russell Investments Group
United Kingdom
$4.2M +$806K +23,591 +24%
Aberdeen Group
173
Aberdeen Group
United Kingdom
$4.1M +$4M +117,108 New
LG
174
Leuthold Group
Minnesota
$4.08M -$89.7K -2,625 -2%
QT
175
Quantbot Technologies
New York
$4.08M +$3.97M +116,364 New

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.