Invesco
512 hedge funds and large institutions have $5.14B invested in Invesco in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 202 increasing their positions, 164 reducing their positions, and 53 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 164
23% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 53
1% more funds holding
Funds holding: 508 → 512 (+4)
0.86% less ownership
Funds ownership: 69.81% → 68.95% (-0.86%)
7% less capital invested
Capital invested by funds: $5.55B → $5.14B (-$407M)
32% less call options, than puts
Call options by funds: $16.2M | Put options by funds: $24M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$129M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$55.1M |
| 3 |
BlackRock
New York
|
+$45.1M |
| 4 |
Goldman Sachs
New York
|
+$33.7M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$389M |
| 2 |
GC
Gillson Capital
Chicago,
Illinois
|
-$36.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$19M |
| 5 |
JP Morgan Chase
New York
|
-$18.3M |
IVZ Hedge Fund Activity: Q1 2023 in Review
512 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2023, worth a combined $5.14B — down 7.3% from $5.55B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IVZ positions and 53 closed out — a net gain of 12 holders — while 202 added to existing stakes and 164 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $129M. The largest seller was Trian Fund Management, cutting an estimated $389M.
- 512 institutional investors held Invesco (IVZ) as of Q1 2023, up from 508 in Q4 2022.
- Funds reported $5.14B of Invesco stock for Q1 2023, down 7.3% quarter-over-quarter.
- 65 funds opened new Invesco positions in Q1 2023 and 53 closed out, a net change of +12 holders.
- The largest Invesco buyer in Q1 2023 was Citadel Advisors, an estimated $129M added.
- The largest Invesco seller in Q1 2023 was Trian Fund Management, an estimated $389M sold.
Based on aggregated 13F filings for Q1 2023.