Invesco
518 hedge funds and large institutions have $10.7B invested in Invesco in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 192 increasing their positions, 221 reducing their positions, and 58 closing their positions.
492% more call options, than puts
Call options by funds: $63.5M | Put options by funds: $10.7M
0.03% more ownership
Funds ownership: 83.68% → 83.71% (+0.03%)
3% less funds holding
Funds holding: 532 → 518 (-14)
10% less capital invested
Capital invested by funds: $11.9B → $10.7B (-$1.17B)
13% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 221
14% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 58
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$166M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$99.8M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$96.5M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$79.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$93.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$92.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$65.2M |
| 4 |
O
OppenheimerFunds
New York
|
-$59.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.4M |
IVZ Hedge Fund Activity: Q1 2016 in Review
518 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2016, worth a combined $10.7B — down 9.8% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IVZ and 50 opened new positions — a net loss of 8 holders — while 221 trimmed existing stakes and 192 added.
The largest buyer was Ameriprise, adding an estimated $166M. The largest seller was Citadel Advisors, cutting an estimated $93.7M.
- 518 institutional investors held Invesco (IVZ) as of Q1 2016, down from 532 in Q4 2015.
- Funds reported $10.7B of Invesco stock for Q1 2016, down 9.8% quarter-over-quarter.
- 50 funds opened new Invesco positions in Q1 2016 and 58 closed out, a net change of -8 holders.
- The largest Invesco buyer in Q1 2016 was Ameriprise, an estimated $166M added.
- The largest Invesco seller in Q1 2016 was Citadel Advisors, an estimated $93.7M sold.
Based on aggregated 13F filings for Q1 2016.