Invesco
473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.
269% more call options, than puts
Call options by funds: $33.3M | Put options by funds: $9.03M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
11% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 46
0.98% more ownership
Funds ownership: 86.02% → 87% (+0.98%)
0% less funds holding
Funds holding: 474 → 473 (-1)
0% less capital invested
Capital invested by funds: $14.1B → $14.1B (-$30.8M)
7% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$186M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$79.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$67.1M |
| 4 |
JP Morgan Chase
New York
|
+$39.3M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$113M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$94.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$82.4M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$52.5M |
IVZ Hedge Fund Activity: Q1 2014 in Review
473 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2014, worth a combined $14.1B — down 0.22% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IVZ positions and 46 closed out — a net gain of 5 holders — while 172 added to existing stakes and 184 trimmed.
The largest buyer was UBS, adding an estimated $186M. The largest seller was Fidelity Investments, cutting an estimated $171M.
- 473 institutional investors held Invesco (IVZ) as of Q1 2014, down from 474 in Q4 2013.
- Funds reported $14.1B of Invesco stock for Q1 2014, down 0.22% quarter-over-quarter.
- 51 funds opened new Invesco positions in Q1 2014 and 46 closed out, a net change of +5 holders.
- The largest Invesco buyer in Q1 2014 was UBS, an estimated $186M added.
- The largest Invesco seller in Q1 2014 was Fidelity Investments, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2014.