Invesco
615 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 235 increasing their positions, 203 reducing their positions, and 35 closing their positions.
209% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 35
81% more call options, than puts
Call options by funds: $52M | Put options by funds: $28.7M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
16% more repeat investments, than reductions
Existing positions increased: 235 | Existing positions reduced: 203
13% more funds holding
Funds holding: 545 → 615 (+70)
5% more capital invested
Capital invested by funds: $11.7B → $12.3B (+$590M)
0.52% more ownership
Funds ownership: 81.92% → 82.43% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$83.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$53.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$45.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$93.1M |
| 2 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$93M |
| 3 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$91.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$66.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$64.1M |
IVZ Hedge Fund Activity: Q4 2017 in Review
615 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2017, worth a combined $12.3B — up 5.1% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new IVZ positions and 35 closed out — a net gain of 73 holders — while 235 added to existing stakes and 203 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $83.4M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $93.1M.
- 615 institutional investors held Invesco (IVZ) as of Q4 2017, up from 545 in Q3 2017.
- Funds reported $12.3B of Invesco stock for Q4 2017, up 5.1% quarter-over-quarter.
- 108 funds opened new Invesco positions in Q4 2017 and 35 closed out, a net change of +73 holders.
- The largest Invesco buyer in Q4 2017 was Amundi Asset Management US, an estimated $83.4M added.
- The largest Invesco seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $93.1M sold.
Based on aggregated 13F filings for Q4 2017.