Invesco
535 hedge funds and large institutions have $5.44B invested in Invesco in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 172 increasing their positions, 210 reducing their positions, and 118 closing their positions.
12% more call options, than puts
Call options by funds: $35.2M | Put options by funds: $31.5M
1.89% less ownership
Funds ownership: 80.89% → 79% (-1.9%)
5% less funds holding
Funds holding: 565 → 535 (-30)
18% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 210
21% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 118
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
29% less capital invested
Capital invested by funds: $7.63B → $5.44B (-$2.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$276M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$50.6M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$31.9M |
| 4 |
BlackRock
New York
|
+$31.1M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$173M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$127M |
| 3 |
Bank of New York Mellon
New York
|
-$109M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$89.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$46.1M |
IVZ Hedge Fund Activity: Q4 2018 in Review
535 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2018, worth a combined $5.44B — down 29% from $7.63B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of IVZ and 93 opened new positions — a net loss of 25 holders — while 210 trimmed existing stakes and 172 added.
The largest buyer was Bank of America, adding an estimated $276M. The largest seller was UBS Group, cutting an estimated $173M.
- 535 institutional investors held Invesco (IVZ) as of Q4 2018, down from 565 in Q3 2018.
- Funds reported $5.44B of Invesco stock for Q4 2018, down 29% quarter-over-quarter.
- 93 funds opened new Invesco positions in Q4 2018 and 118 closed out, a net change of -25 holders.
- The largest Invesco buyer in Q4 2018 was Bank of America, an estimated $276M added.
- The largest Invesco seller in Q4 2018 was UBS Group, an estimated $173M sold.
Based on aggregated 13F filings for Q4 2018.