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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
APG Asset Management
176
APG Asset Management
Netherlands
$4.53M -$12.7M -351,800 -70%
Balyasny Asset Management
177
Balyasny Asset Management
Illinois
$4.41M +$2.95M +81,651 +209%
TF
178
TIAA FSB
Florida
$4.4M +$164K +4,546 +4%
SOMRS
179
State of Michigan Retirement System
Michigan
$4.36M -$148K -4,100 -3%
Aberdeen Group
180
Aberdeen Group
United Kingdom
$4.32M +$41.7K +1,153 +1%
FAF
181
Fjarde Ap-fonden
Sweden
$4.3M +$665K +18,386 +19%
CBT
182
Capital Bank & Trust
California
$4.3M -$562K -15,528 -12%
ZIG
183
Zurich Insurance Group
Switzerland
$4.2M +$968K +26,743 +30%
Skandinaviska Enskilda Banken (SEB)
184
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.18M +$2.11M +58,300 +104%
LG
185
Leuthold Group
Minnesota
$4.17M -$87.4K -2,416 -2%
TPSF
186
Texas Permanent School Fund
Texas
$4.06M -$58.7K -1,622 -1%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$4.06M +$2.72M +75,314 +210%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$3.98M +$990K +27,374 +34%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$3.94M +$212K +5,853 +6%
Comerica Bank
190
Comerica Bank
Texas
$3.92M -$46.7K -1,292 -1%
EAM
191
EULAV Asset Management
Florida
$3.91M +$181K +5,000 +5%
FIM
192
Foresters Investment Management
New York
$3.8M +$648K +17,900 +21%
FA
193
FDx Advisors
Illinois
$3.73M +$76.3K +2,108 +2%
MPM
194
Meritage Portfolio Management
Kansas
$3.73M -$1.91M -52,705 -34%
SWP
195
Stratos Wealth Partners
Ohio
$3.72M -$30.5K -844 -0.8%
KeyBank National Association
196
KeyBank National Association
Ohio
$3.71M -$822K -22,723 -18%
SDIC
197
South Dakota Investment Council
South Dakota
$3.69M -$4.02M -111,100 -52%
PAIM
198
Punch & Associates Investment Management
Minnesota
$3.69M -$28.9K -800 -0.8%
APFBOT
199
Amica Pension Fund Board of Trustees
Rhode Island
$3.63M
AAF
200
Andra AP-fonden
Sweden
$3.52M +$452K +12,500 +15%

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.