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HBK Investments’s Invesco IVZ Stock Holding History

HBK Investments’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-57,600
Closed -$1.84M – 1088
2018
Q1 		$1.84M Buy
57,600
+51,500
+844% +$1.78M 0.01% 470
2017
Q4 		$223K Sell
6,100
-300
-5% -$10.9K ﹤0.01% 905
2017
Q3 		$224K Buy
+6,400
New +$219K ﹤0.01% 944
2017
Q1 		– Sell
-25,200
Closed -$765K – 744
2016
Q4 		$765K Buy
+25,200
New +$775K 0.01% 497
2016
Q3 		– Sell
-227,800
Closed -$5.82M – 909
2016
Q2 		$5.82M Buy
+227,800
New +$6.76M 0.04% 219
2015
Q4 		– Sell
-8,705
Closed -$272K – 1039
2015
Q3 		$272K Sell
8,705
-26,342
-75% -$937K ﹤0.01% 874
2015
Q2 		$1.31M Buy
+35,047
New +$1.4M 0.01% 501
2015
Q1 		– Sell
-39,300
Closed -$1.55M – 1076
2014
Q4 		$1.55M Buy
39,300
+5,200
+15% +$205K 0.02% 446
2014
Q3 		$1.35M Buy
34,100
+16,600
+95% +$653K 0.02% 459
2014
Q2 		$661K Buy
+17,500
New +$633K 0.01% 616
2014
Q1 		– Sell
-26,593
Closed -$968K – 969
2013
Q4 		$968K Sell
26,593
-51,371
-66% -$1.74M 0.02% 468
2013
Q3 		$2.49M Buy
77,964
+37,564
+93% +$1.2M 0.04% 245
2013
Q2 		$1.28M Buy
+40,400
New +$1.29M 0.02% 350

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HBK Investments's IVZ Position: Q2 2018 in Review

HBK Investments sold out of Invesco (IVZ) in Q2 2018, closing a stake of 57,600 shares — an estimated $1.84M sold.

HBK Investments first reported a position in IVZ in Q2 2013 and held it in 13 quarters. The position peaked at $5.82M in Q2 2016. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • HBK Investments reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • HBK Investments sold 57,600 Invesco shares in Q2 2018, an estimated $1.84M.
  • HBK Investments first reported a position in Invesco in Q2 2013 and held it in 13 quarters.
  • HBK Investments's Invesco position peaked at $5.82M in Q2 2016.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on HBK Investments's 13F filing for Q2 2018, filed 14 Aug 2018.