Invesco
495 hedge funds and large institutions have $5.02B invested in Invesco in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 184 increasing their positions, 166 reducing their positions, and 57 closing their positions.
16% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 57
11% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 166
1% more funds holding
Funds holding: 491 → 495 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 67.69% → 67.46% (-0.23%)
7% less capital invested
Capital invested by funds: $5.43B → $5.02B (-$404M)
77% less call options, than puts
Call options by funds: $25.8M | Put options by funds: $112M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$130M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
+$39.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$30.8M |
| 4 |
Two Sigma Advisers
New York
|
+$25.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$70.1M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$67M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$61.8M |
| 4 |
Morgan Stanley
New York
|
-$61M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.1M |
IVZ Hedge Fund Activity: Q1 2024 in Review
495 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2024, worth a combined $5.02B — down 7.4% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IVZ positions and 57 closed out — a net gain of 9 holders — while 184 added to existing stakes and 166 trimmed.
The largest buyer was BlackRock, adding an estimated $130M. The largest seller was Citadel Advisors, cutting an estimated $70.1M.
- 495 institutional investors held Invesco (IVZ) as of Q1 2024, up from 491 in Q4 2023.
- Funds reported $5.02B of Invesco stock for Q1 2024, down 7.4% quarter-over-quarter.
- 66 funds opened new Invesco positions in Q1 2024 and 57 closed out, a net change of +9 holders.
- The largest Invesco buyer in Q1 2024 was BlackRock, an estimated $130M added.
- The largest Invesco seller in Q1 2024 was Citadel Advisors, an estimated $70.1M sold.
Based on aggregated 13F filings for Q1 2024.