Invesco
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.
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)
Top Buyers
| 1 |
Millennium Management
New York
|
+$81M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$57.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$28.7M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
+$25.5M |
| 5 |
Goldman Sachs
New York
|
+$19.8M |
Top Sellers
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.