Invesco
565 hedge funds and large institutions have $7.12B invested in Invesco in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 188 increasing their positions, 211 reducing their positions, and 67 closing their positions.
25% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 67
2% more funds holding
Funds holding: 554 → 565 (+11)
1.55% more ownership
Funds ownership: 64.32% → 65.87% (+1.5%)
1% less capital invested
Capital invested by funds: $7.22B → $7.12B (-$99.5M)
11% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 211
22% less call options, than puts
Call options by funds: $38.8M | Put options by funds: $49.8M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$212M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.5M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$37.9M |
| 4 |
Two Sigma Advisers
New York
|
+$35.5M |
| 5 |
Two Sigma Investments
New York
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$68.9M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$64.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$32.4M |
| 4 |
Goldman Sachs
New York
|
-$32.3M |
| 5 |
BCM
Basswood Capital Management
New York
|
-$31M |
IVZ Hedge Fund Activity: Q4 2021 in Review
565 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2021, worth a combined $7.12B — down 1.4% from $7.22B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IVZ positions and 67 closed out — a net gain of 17 holders — while 188 added to existing stakes and 211 trimmed.
The largest buyer was Trian Fund Management, adding an estimated $212M. The largest seller was BlackRock, cutting an estimated $68.9M.
- 565 institutional investors held Invesco (IVZ) as of Q4 2021, up from 554 in Q3 2021.
- Funds reported $7.12B of Invesco stock for Q4 2021, down 1.4% quarter-over-quarter.
- 84 funds opened new Invesco positions in Q4 2021 and 67 closed out, a net change of +17 holders.
- The largest Invesco buyer in Q4 2021 was Trian Fund Management, an estimated $212M added.
- The largest Invesco seller in Q4 2021 was BlackRock, an estimated $68.9M sold.
Based on aggregated 13F filings for Q4 2021.