Invesco
563 hedge funds and large institutions have $8.72B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 216 increasing their positions, 200 reducing their positions, and 96 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more call options, than puts
Call options by funds: $46.4M | Put options by funds: $33M
8% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 200
1.06% less ownership
Funds ownership: 81.01% → 79.95% (-1.1%)
4% less funds holding
Funds holding: 589 → 563 (-26)
17% less capital invested
Capital invested by funds: $10.6B → $8.72B (-$1.84B)
18% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$138M |
| 2 |
Renaissance Technologies
New York
|
+$50.6M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$45.4M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$44.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$212M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$116M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$52.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$39.5M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$35.9M |
IVZ Hedge Fund Activity: Q2 2018 in Review
563 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2018, worth a combined $8.72B — down 17% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of IVZ and 79 opened new positions — a net loss of 17 holders — while 200 trimmed existing stakes and 216 added.
The largest buyer was American Century Companies, adding an estimated $138M. The largest seller was UBS Group, cutting an estimated $212M.
- 563 institutional investors held Invesco (IVZ) as of Q2 2018, down from 589 in Q1 2018.
- Funds reported $8.72B of Invesco stock for Q2 2018, down 17% quarter-over-quarter.
- 79 funds opened new Invesco positions in Q2 2018 and 96 closed out, a net change of -17 holders.
- The largest Invesco buyer in Q2 2018 was American Century Companies, an estimated $138M added.
- The largest Invesco seller in Q2 2018 was UBS Group, an estimated $212M sold.
Based on aggregated 13F filings for Q2 2018.