Invesco
554 hedge funds and large institutions have $7.22B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 215 reducing their positions, and 56 closing their positions.
39% more call options, than puts
Call options by funds: $55.4M | Put options by funds: $39.9M
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
0.97% more ownership
Funds ownership: 63.35% → 64.32% (+0.97%)
1% less funds holding
Funds holding: 557 → 554 (-3)
10% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 215
7% less capital invested
Capital invested by funds: $7.79B → $7.22B (-$564M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$88.7M |
| 2 |
Two Sigma Advisers
New York
|
+$43.6M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$34.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$33.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$30.4M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$90.6M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$68.8M |
| 3 |
Millennium Management
New York
|
-$35.9M |
| 4 |
BlackRock
New York
|
-$28.6M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$19.8M |
IVZ Hedge Fund Activity: Q3 2021 in Review
554 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2021, worth a combined $7.22B — down 7.2% from $7.79B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new IVZ positions and 56 closed out — a net gain of 6 holders — while 194 added to existing stakes and 215 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $88.7M. The largest seller was State Street, cutting an estimated $90.6M.
- 554 institutional investors held Invesco (IVZ) as of Q3 2021, down from 557 in Q2 2021.
- Funds reported $7.22B of Invesco stock for Q3 2021, down 7.2% quarter-over-quarter.
- 62 funds opened new Invesco positions in Q3 2021 and 56 closed out, a net change of +6 holders.
- The largest Invesco buyer in Q3 2021 was Massachusetts Financial Services, an estimated $88.7M added.
- The largest Invesco seller in Q3 2021 was State Street, an estimated $90.6M sold.
Based on aggregated 13F filings for Q3 2021.