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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
SWMG
201
Signature Wealth Management Group
Georgia
$3.5M +$3.47M +95,880 New
XK
202
Xact Kapitalforvaltning
Sweden
$3.48M +$256K +7,070 +8%
RJA
203
Raymond James & Associates
Florida
$3.37M +$822K +22,720 +33%
Cerity Partners
204
Cerity Partners
New York
$3.29M +$287K +7,924 +10%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.25M +$2.46M +68,000 +324%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$3.23M -$13.7K -380 -0.4%
Rafferty Asset Management
207
Rafferty Asset Management
New York
$3.21M +$746K +20,628 +31%
WI
208
WBI Investments
New Jersey
$3.21M +$2.71M +74,832 +580%
HIMCH
209
Hartford Investment Management Co (HIMCO)
Connecticut
$3.19M -$10.7K -295 -0.3%
AI
210
Atria Investments
North Carolina
$3.11M -$62.2K -1,719 -2%
VAM
211
Visionary Asset Management
Texas
$3.04M -$14.2K -393 -0.5%
FWIA
212
Fort Washington Investment Advisors
Ohio
$3.03M -$121K -3,343 -4%
CWM
213
CIBC World Markets
New York
$3.01M +$835K +23,067 +39%
MME
214
Meag Munich Ergo
Germany
$3M +$2.94M +81,229 New
NAM
215
Nissay Asset Management
Japan
$2.99M +$2.96M +81,769 New
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$2.9M +$92.6K +2,559 +3%
B
217
Barings
North Carolina
$2.89M +$926K +25,600 +48%
Mariner
218
Mariner
Kansas
$2.86M +$683K +18,882 +32%
SIA
219
Sit Investment Associates
Minnesota
$2.8M +$46.9K +1,295 +2%
CCMH
220
Cornerstone Capital Management Holdings
New York
$2.79M -$113K -3,127 -4%
URS
221
Utah Retirement Systems
Utah
$2.73M +$36.2K +1,000 +1%
RE
222
RBC Europe
United Kingdom
$2.7M -$138K -3,815 -5%
Squarepoint
223
Squarepoint
New York
$2.69M +$342K +9,439 +15%
TCM
224
Twin Capital Management
Pennsylvania
$2.65M -$9.41K -260 -0.4%
Franklin Resources
225
Franklin Resources
California
$2.6M

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.