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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
AIG
151
American International Group
New York
$6.01M +$618K +17,090 +12%
CA
152
Cullinan Associates
Kentucky
$5.88M +$260K +7,190 +5%
ProShare Advisors
153
ProShare Advisors
Maryland
$5.84M +$882K +24,384 +18%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$5.83M +$862K +23,838 +18%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$5.79M +$877K +24,237 +18%
Citadel Advisors
156
Citadel Advisors
Florida
$5.77M +$346K +9,556 +6%
WB
157
WesBanco Bank
West Virginia
$5.72M +$152K +4,214 +3%
Millennium Management
158
Millennium Management
New York
$5.71M +$5.65M +156,199 New
DHFB
159
Dixon Hubard Feinour & Brown
Virginia
$5.66M -$15.7K -435 -0.3%
BCM
160
Brookstone Capital Management
Illinois
$5.53M -$372K -10,293 -6%
Credit Agricole
161
Credit Agricole
France
$5.51M -$3.79M -104,730 -41%
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$5.37M -$698K -19,296 -12%
GP
163
GLG Partners
United Kingdom
$5.36M +$5.31M +146,782 New
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$5.12M +$5.07M +140,178 New
SW
165
SVB Wealth
Massachusetts
$5.11M +$127K +3,508 +3%
AMI
166
Amica Mutual Insurance
Rhode Island
$5.06M
ACI
167
AMP Capital Investors
Australia
$5.02M -$638K -17,620 -11%
TAM
168
Tealwood Asset Management
Minnesota
$4.95M -$64.3K -1,776 -1%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$4.79M +$2.69M +74,300 +131%
ABC
170
Associated Banc-Corp
Wisconsin
$4.78M +$123K +3,401 +3%
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$4.76M +$3.18M +87,803 +207%
SG Americas Securities
172
SG Americas Securities
New York
$4.75M +$4.3M +118,732 +1,041%
SB
173
Suntrust Banks
Georgia
$4.74M -$119K -3,298 -2%
LBC
174
Lowe Brockenbrough & Co
Virginia
$4.7M +$114K +3,145 +3%
TD Asset Management
175
TD Asset Management
Ontario, Canada
$4.54M -$163K -4,512 -4%

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.