Invesco
523 hedge funds and large institutions have $5.96B invested in Invesco in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 197 increasing their positions, 187 reducing their positions, and 81 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
95% more call options, than puts
Call options by funds: $79.1M | Put options by funds: $40.5M
10% more capital invested
Capital invested by funds: $5.44B → $5.96B (+$524M)
5% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 187
6% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 81
2.05% less ownership
Funds ownership: 79% → 76.95% (-2%)
2% less funds holding
Funds holding: 535 → 523 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$43.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.5M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$25.1M |
| 4 |
BlackRock
New York
|
+$24.3M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$46M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$41.4M |
| 3 |
Renaissance Technologies
New York
|
-$35.3M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$32.8M |
| 5 |
ClearBridge Investments
New York
|
-$28.6M |
IVZ Hedge Fund Activity: Q1 2019 in Review
523 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2019, worth a combined $5.96B — up 9.6% from $5.44B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of IVZ and 76 opened new positions — a net loss of 5 holders — while 187 trimmed existing stakes and 197 added.
The largest buyer was Fidelity Investments, adding an estimated $43.2M. The largest seller was American Century Companies, cutting an estimated $46M.
- 523 institutional investors held Invesco (IVZ) as of Q1 2019, down from 535 in Q4 2018.
- Funds reported $5.96B of Invesco stock for Q1 2019, up 9.6% quarter-over-quarter.
- 76 funds opened new Invesco positions in Q1 2019 and 81 closed out, a net change of -5 holders.
- The largest Invesco buyer in Q1 2019 was Fidelity Investments, an estimated $43.2M added.
- The largest Invesco seller in Q1 2019 was American Century Companies, an estimated $46M sold.
Based on aggregated 13F filings for Q1 2019.