Invesco
589 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 248 increasing their positions, 204 reducing their positions, and 83 closing their positions.
81% more call options, than puts
Call options by funds: $49.3M | Put options by funds: $27.3M
22% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 204
1.42% less ownership
Funds ownership: 82.43% → 81.01% (-1.4%)
4% less funds holding
Funds holding: 615 → 589 (-26)
14% less capital invested
Capital invested by funds: $12.3B → $10.6B (-$1.7B)
23% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 83
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$113M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$68.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$62.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$58.5M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$193M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$120M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$74.8M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$72.2M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$69.6M |
IVZ Hedge Fund Activity: Q1 2018 in Review
589 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2018, worth a combined $10.6B — down 14% from $12.3B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of IVZ and 64 opened new positions — a net loss of 19 holders — while 204 trimmed existing stakes and 248 added.
The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Amundi Asset Management US, cutting an estimated $193M.
- 589 institutional investors held Invesco (IVZ) as of Q1 2018, down from 615 in Q4 2017.
- Funds reported $10.6B of Invesco stock for Q1 2018, down 14% quarter-over-quarter.
- 64 funds opened new Invesco positions in Q1 2018 and 83 closed out, a net change of -19 holders.
- The largest Invesco buyer in Q1 2018 was BlackRock, an estimated $113M added.
- The largest Invesco seller in Q1 2018 was Amundi Asset Management US, an estimated $193M sold.
Based on aggregated 13F filings for Q1 2018.