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Invesco
IVZ

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $65.9M | Put options by funds: $14.4M

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.45B)

4% more funds holding

Funds holding: 541 → 565 (+24)

0.65% less ownership

Funds ownership: 81.2% → 80.55% (-0.65%)

4% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 209

Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.09%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$124M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$89.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.8M
4
KP
Kiltearn Partners
United Kingdom
+$52.2M
5
UBS Group
UBS Group
Switzerland
+$41.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$73.5M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$42.9M
3
Ameriprise
Ameriprise
Minnesota
-$41.7M
4
Goldman Sachs
Goldman Sachs
New York
-$37.9M
5
CS
Credit Suisse
Switzerland
-$28.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
201
Fort Washington Investment Advisors
Ohio
$2.79M -$235K -7,212 -8%
Public Employees Retirement Association of Colorado
202
Public Employees Retirement Association of Colorado
Colorado
$2.77M -$13.4K -411 -0.5%
MME
203
Meag Munich Ergo
Germany
$2.76M +$2.57M +78,895 New
EIM
204
ExxonMobil Investment Management
Texas
$2.75M -$375K -11,501 -13%
US Bancorp
205
US Bancorp
Minnesota
$2.72M -$386K -11,846 -13%
Caisse de Depot et Placement du Quebec (CDPQ)
206
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.72M +$71.7K +2,200 +3%
SG Americas Securities
207
SG Americas Securities
New York
$2.66M -$669K -20,527 -21%
SIA
208
Sit Investment Associates
Minnesota
$2.61M – – –
DIA
209
Dean Investment Associates
Ohio
$2.6M -$298K -9,133 -11%
URS
210
Utah Retirement Systems
Utah
$2.59M -$55.4K -1,700 -2%
TCM
211
Twin Capital Management
Pennsylvania
$2.58M -$827K -25,380 -26%
CCM
212
Cadence Capital Management
Massachusetts
$2.58M -$1.06M -32,551 -31%
SCM
213
Stevens Capital Management
Pennsylvania
$2.54M +$1.34M +41,229 +133%
Franklin Resources
214
Franklin Resources
California
$2.5M -$321K -9,861 -12%
Korea Investment Corp
215
Korea Investment Corp
South Korea
$2.48M +$897K +27,520 +64%
CCMH
216
Cornerstone Capital Management Holdings
New York
$2.47M -$8.41K -258 -0.4%
QC
217
Quadrature Capital
United Kingdom
$2.42M +$2.24M +68,620 New
RJA
218
Raymond James & Associates
Florida
$2.4M -$996K -30,550 -31%
Robeco Institutional Asset Management
219
Robeco Institutional Asset Management
Netherlands
$2.33M +$1.25M +38,497 +139%
IA
220
Icon Advisers
Colorado
$2.32M – – –
MSV
221
MN Services Vermogensbeheer
Netherlands
$2.31M +$1.79M +54,792 +503%
OAM
222
Oppenheimer Asset Management
New York
$2.23M -$59.1K -1,812 -3%
DekaBank Deutsche Girozentrale
223
DekaBank Deutsche Girozentrale
Germany
$2.21M +$201K +6,162 +11%
HW
224
Hancock Whitney
Mississippi
$2.2M +$25K +768 +1%
CSS
225
Cubist Systematic Strategies
Connecticut
$2.15M +$6.58K +202 +0.3%
7 8
9
10 11

IVZ Hedge Fund Activity: Q2 2017 in Review

565 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2017, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new IVZ positions and 44 closed out — a net gain of 28 holders — while 201 added to existing stakes and 209 trimmed.

The largest buyer was Putnam Investments, adding an estimated $124M. The largest seller was Citadel Advisors, cutting an estimated $73.5M.

  • 565 institutional investors held Invesco (IVZ) as of Q2 2017, up from 541 in Q1 2017.
  • Funds reported $11.5B of Invesco stock for Q2 2017, up 14% quarter-over-quarter.
  • 72 funds opened new Invesco positions in Q2 2017 and 44 closed out, a net change of +28 holders.
  • The largest Invesco buyer in Q2 2017 was Putnam Investments, an estimated $124M added.
  • The largest Invesco seller in Q2 2017 was Citadel Advisors, an estimated $73.5M sold.

Based on aggregated 13F filings for Q2 2017.