Invesco
524 hedge funds and large institutions have $7.04B invested in Invesco in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 198 increasing their positions, 163 reducing their positions, and 45 closing their positions.
87% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 45
21% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 163
7% more funds holding
Funds holding: 492 → 524 (+32)
3.18% more ownership
Funds ownership: 86.45% → 89.64% (+3.2%)
3% more capital invested
Capital invested by funds: $6.83B → $7.04B (+$208M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
89% less call options, than puts
Call options by funds: $42.1M | Put options by funds: $399M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$41.1M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$40.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$36.9M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$29.3M |
| 5 |
Amundi
Paris,
France
|
+$26.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$49.7M |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$35.1M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$20.9M |
| 4 |
Goldman Sachs
New York
|
-$15.4M |
| 5 |
Renaissance Technologies
New York
|
-$9.07M |
IVZ Hedge Fund Activity: Q4 2024 in Review
524 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2024, worth a combined $7.04B — up 3% from $6.83B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IVZ positions and 45 closed out — a net gain of 39 holders — while 198 added to existing stakes and 163 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $41.1M. The largest seller was Millennium Management, cutting an estimated $49.7M.
- 524 institutional investors held Invesco (IVZ) as of Q4 2024, up from 492 in Q3 2024.
- Funds reported $7.04B of Invesco stock for Q4 2024, up 3% quarter-over-quarter.
- 84 funds opened new Invesco positions in Q4 2024 and 45 closed out, a net change of +39 holders.
- The largest Invesco buyer in Q4 2024 was Citadel Advisors, an estimated $41.1M added.
- The largest Invesco seller in Q4 2024 was Millennium Management, an estimated $49.7M sold.
Based on aggregated 13F filings for Q4 2024.