Invesco
545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.
117% more call options, than puts
Call options by funds: $66.1M | Put options by funds: $30.4M
18% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 191
1.36% more ownership
Funds ownership: 80.55% → 81.92% (+1.4%)
1% more capital invested
Capital invested by funds: $11.5B → $11.7B (+$143M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 565 → 545 (-20)
16% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$103M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$59M |
| 3 |
BS
Banco Santander
Madrid,
Spain
|
+$54.7M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$39.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$86.2M |
| 2 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$60M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$44M |
| 4 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$24.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$23.5M |
IVZ Hedge Fund Activity: Q3 2017 in Review
545 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2017, worth a combined $11.7B — up 1.2% from $11.5B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of IVZ and 49 opened new positions — a net loss of 9 holders — while 191 trimmed existing stakes and 225 added.
The largest buyer was Amundi Asset Management US, adding an estimated $103M. The largest seller was Putnam Investments, cutting an estimated $86.2M.
- 545 institutional investors held Invesco (IVZ) as of Q3 2017, down from 565 in Q2 2017.
- Funds reported $11.7B of Invesco stock for Q3 2017, up 1.2% quarter-over-quarter.
- 49 funds opened new Invesco positions in Q3 2017 and 58 closed out, a net change of -9 holders.
- The largest Invesco buyer in Q3 2017 was Amundi Asset Management US, an estimated $103M added.
- The largest Invesco seller in Q3 2017 was Putnam Investments, an estimated $86.2M sold.
Based on aggregated 13F filings for Q3 2017.