Invesco
565 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 198
12% more call options, than puts
Call options by funds: $63.7M | Put options by funds: $57.1M
10% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 72
0.94% more ownership
Funds ownership: 79.95% → 80.89% (+0.94%)
0% more funds holding
Funds holding: 563 → 565 (+2)
13% less capital invested
Capital invested by funds: $8.72B → $7.63B (-$1.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$81.2M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$67.7M |
| 3 |
Citigroup
New York
|
+$36.3M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$34.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$177M |
| 2 |
TG
TCW Group
Los Angeles,
California
|
-$41.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$35.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$32.9M |
IVZ Hedge Fund Activity: Q3 2018 in Review
565 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2018, worth a combined $7.63B — down 13% from $8.72B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new IVZ positions and 72 closed out — a net gain of 7 holders — while 222 added to existing stakes and 198 trimmed.
The largest buyer was American Century Companies, adding an estimated $81.2M. The largest seller was Capital International Investors, cutting an estimated $177M.
- 565 institutional investors held Invesco (IVZ) as of Q3 2018, up from 563 in Q2 2018.
- Funds reported $7.63B of Invesco stock for Q3 2018, down 13% quarter-over-quarter.
- 79 funds opened new Invesco positions in Q3 2018 and 72 closed out, a net change of +7 holders.
- The largest Invesco buyer in Q3 2018 was American Century Companies, an estimated $81.2M added.
- The largest Invesco seller in Q3 2018 was Capital International Investors, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2018.