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Invesco
IVZ

492 hedge funds and large institutions have $6.83B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more capital invested

Capital invested by funds: $4.55B → $6.83B (+$2.29B)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

19.12% more ownership

Funds ownership: 67.33% → 86.45% (+19%)

13% more call options, than puts

Call options by funds: $112M | Put options by funds: $98.9M

4% more funds holding

Funds holding: 474 → 492 (+18)

Holders
492
Holders Change
+18
Holders Change %
+3.8%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
196
Reduced
157
Closed
47
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$57.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.7M
4
ACL
Azora Capital LP
Florida
+$25.5M
5
Goldman Sachs
Goldman Sachs
New York
+$19.8M

Top Sellers

1
TFM
Trian Fund Management
New York
-$66.5M
2
Amundi
Amundi
France
-$25.4M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$22.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
26
Squarepoint
New York
$28.2M +$521K +31,753 +2%
UBS Group
27
UBS Group
Switzerland
$27.4M -$6.42M -391,135 -20%
ACL
28
Azora Capital LP
Florida
$27.3M +$25.5M +1,554,036 New
Bank of America
29
Bank of America
North Carolina
$26.3M -$13.6M -829,292 -36%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$24.9M +$7.48M +455,579 +47%
Macquarie Group
31
Macquarie Group
Australia
$22.9M +$760K +46,259 +4%
N
32
Nuveen
North Carolina
$22.2M -$256K -15,560 -1%
Amundi
33
Amundi
France
$20.5M -$25.4M -1,548,703 -57%
JP Morgan Chase
34
JP Morgan Chase
New York
$19.3M +$133K +8,097 +0.7%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$16.4M -$10.2M -619,609 -40%
UBS AM
36
UBS AM
Illinois
$16M +$8.48M +516,622 +131%
Pzena Investment Management
37
Pzena Investment Management
New York
$15.6M – – –
Man Group
38
Man Group
United Kingdom
$12.8M +$9.33M +567,956 +358%
Cerity Partners
39
Cerity Partners
New York
$12.7M +$3.12M +190,234 +36%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$11.8M -$383K -23,324 -3%
WCM
41
Wealthcare Capital Management
Virginia
$11.7M +$10.9M +663,545 New
TI
42
Trexquant Investment
Connecticut
$11.6M +$9.57M +582,749 +757%
Bank of Nova Scotia
43
Bank of Nova Scotia
Ontario, Canada
$11.6M +$7.57M +461,030 +233%
Swiss National Bank
44
Swiss National Bank
Switzerland
$11.6M -$75.5K -4,600 -0.7%
N
45
Natixis
France
$11.3M +$1.99M +121,430 +23%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$11.2M -$9.49M -578,229 -47%
CCM
47
Channing Capital Management
Illinois
$11.1M +$41.4K +2,520 +0.4%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$11M +$450K +27,430 +5%
Allianz Asset Management
49
Allianz Asset Management
Germany
$11M +$4.44M +270,133 +76%
Legal & General Group
50
Legal & General Group
United Kingdom
$10.7M +$496K +30,221 +5%
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IVZ Hedge Fund Activity: Q3 2024 in Review

492 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2024, worth a combined $6.83B — up 50% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IVZ positions and 47 closed out — a net gain of 20 holders — while 196 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $81M. The largest seller was Trian Fund Management, cutting an estimated $66.5M.

  • 492 institutional investors held Invesco (IVZ) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $6.83B of Invesco stock for Q3 2024, up 50% quarter-over-quarter.
  • 67 funds opened new Invesco positions in Q3 2024 and 47 closed out, a net change of +20 holders.
  • The largest Invesco buyer in Q3 2024 was Millennium Management, an estimated $81M added.
  • The largest Invesco seller in Q3 2024 was Trian Fund Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.