Invesco
545 hedge funds and large institutions have $14.4B invested in Invesco in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 214 increasing their positions, 224 reducing their positions, and 52 closing their positions.
593% more call options, than puts
Call options by funds: $69.4M | Put options by funds: $10M
0% more capital invested
Capital invested by funds: $14.4B → $14.4B (+$14.6M)
0.06% more ownership
Funds ownership: 84.48% → 84.54% (+0.06%)
4% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 224
3% less funds holding
Funds holding: 561 → 545 (-16)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
19% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$196M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$106M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$96.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$66.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$129M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$125M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$114M |
| 4 |
Bank of New York Mellon
New York
|
-$89M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.4M |
IVZ Hedge Fund Activity: Q1 2015 in Review
545 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2015, worth a combined $14.4B — up 0.1% from $14.4B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of IVZ and 42 opened new positions — a net loss of 10 holders — while 224 trimmed existing stakes and 214 added.
The largest buyer was Wellington Management Group, adding an estimated $196M. The largest seller was Neuberger Berman Group, cutting an estimated $129M.
- 545 institutional investors held Invesco (IVZ) as of Q1 2015, down from 561 in Q4 2014.
- Funds reported $14.4B of Invesco stock for Q1 2015, up 0.1% quarter-over-quarter.
- 42 funds opened new Invesco positions in Q1 2015 and 52 closed out, a net change of -10 holders.
- The largest Invesco buyer in Q1 2015 was Wellington Management Group, an estimated $196M added.
- The largest Invesco seller in Q1 2015 was Neuberger Berman Group, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2015.