Invesco
532 hedge funds and large institutions have $11.9B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 199 increasing their positions, 202 reducing their positions, and 66 closing their positions.
201% more call options, than puts
Call options by funds: $52.7M | Put options by funds: $17.5M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
7% more capital invested
Capital invested by funds: $11.1B → $11.9B (+$765M)
0.71% more ownership
Funds ownership: 82.97% → 83.68% (+0.71%)
1% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 202
2% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 66
1% less funds holding
Funds holding: 538 → 532 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$143M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$73.6M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$61.7M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$59.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$249M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$172M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.9M |
| 4 |
Bank of New York Mellon
New York
|
-$62.4M |
| 5 |
O
OppenheimerFunds
New York
|
-$40.1M |
IVZ Hedge Fund Activity: Q4 2015 in Review
532 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2015, worth a combined $11.9B — up 6.9% from $11.1B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of IVZ and 65 opened new positions — a net loss of 1 holder — while 202 trimmed existing stakes and 199 added.
The largest buyer was Wellington Management Group, adding an estimated $143M. The largest seller was JP Morgan Chase, cutting an estimated $249M.
- 532 institutional investors held Invesco (IVZ) as of Q4 2015, down from 538 in Q3 2015.
- Funds reported $11.9B of Invesco stock for Q4 2015, up 6.9% quarter-over-quarter.
- 65 funds opened new Invesco positions in Q4 2015 and 66 closed out, a net change of -1 holder.
- The largest Invesco buyer in Q4 2015 was Wellington Management Group, an estimated $143M added.
- The largest Invesco seller in Q4 2015 was JP Morgan Chase, an estimated $249M sold.
Based on aggregated 13F filings for Q4 2015.