Invesco
488 hedge funds and large institutions have $13.9B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 186 reducing their positions, and 34 closing their positions.
382% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $10.5M
53% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 34
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
3% more funds holding
Funds holding: 474 → 488 (+14)
0% more capital invested
Capital invested by funds: $13.9B → $13.9B (+$30.3M)
6% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 186
1.84% less ownership
Funds ownership: 87% → 85.17% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$193M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$90.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$47.8M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$46.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$44.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$184M |
| 2 |
JP Morgan Chase
New York
|
-$82M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$77.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.3M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$63.6M |
IVZ Hedge Fund Activity: Q2 2014 in Review
488 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2014, worth a combined $13.9B — up 0.22% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IVZ positions and 34 closed out — a net gain of 18 holders — while 175 added to existing stakes and 186 trimmed.
The largest buyer was American Century Companies, adding an estimated $193M. The largest seller was Pzena Investment Management, cutting an estimated $184M.
- 488 institutional investors held Invesco (IVZ) as of Q2 2014, up from 474 in Q1 2014.
- Funds reported $13.9B of Invesco stock for Q2 2014, up 0.22% quarter-over-quarter.
- 52 funds opened new Invesco positions in Q2 2014 and 34 closed out, a net change of +18 holders.
- The largest Invesco buyer in Q2 2014 was American Century Companies, an estimated $193M added.
- The largest Invesco seller in Q2 2014 was Pzena Investment Management, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2014.