Invesco
541 hedge funds and large institutions have $10.1B invested in Invesco in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 210 increasing their positions, 197 reducing their positions, and 64 closing their positions.
424% more call options, than puts
Call options by funds: $72M | Put options by funds: $13.7M
7% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 197
3% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 64
1% more capital invested
Capital invested by funds: $9.99B → $10.1B (+$90M)
0.66% more ownership
Funds ownership: 80.53% → 81.2% (+0.66%)
1% less funds holding
Funds holding: 548 → 541 (-7)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$965M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$130M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$115M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$62.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$129M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$68.7M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$56.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$47.1M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$46.3M |
IVZ Hedge Fund Activity: Q1 2017 in Review
541 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2017, worth a combined $10.1B — up 0.9% from $9.99B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IVZ positions and 64 closed out — a net gain of 2 holders — while 210 added to existing stakes and 197 trimmed.
The largest buyer was BlackRock, adding an estimated $965M. The largest seller was Wellington Management Group, cutting an estimated $129M.
- 541 institutional investors held Invesco (IVZ) as of Q1 2017, down from 548 in Q4 2016.
- Funds reported $10.1B of Invesco stock for Q1 2017, up 0.9% quarter-over-quarter.
- 66 funds opened new Invesco positions in Q1 2017 and 64 closed out, a net change of +2 holders.
- The largest Invesco buyer in Q1 2017 was BlackRock, an estimated $965M added.
- The largest Invesco seller in Q1 2017 was Wellington Management Group, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2017.