Invesco
530 hedge funds and large institutions have $6.83B invested in Invesco in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 210 increasing their positions, 177 reducing their positions, and 55 closing their positions.
323% more call options, than puts
Call options by funds: $162M | Put options by funds: $38.3M
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
19% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 177
15% more capital invested
Capital invested by funds: $5.96B → $6.83B (+$868M)
1% more funds holding
Funds holding: 523 → 530 (+7)
10.19% less ownership
Funds ownership: 76.95% → 66.76% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$231M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$66.3M |
| 3 |
CCM
Crabel Capital Management
Los Angeles,
California
|
+$51.9M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
+$40.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$114M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$63.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.5M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$36.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$24.9M |
IVZ Hedge Fund Activity: Q2 2019 in Review
530 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2019, worth a combined $6.83B — up 15% from $5.96B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new IVZ positions and 55 closed out — a net gain of 15 holders — while 210 added to existing stakes and 177 trimmed.
The largest buyer was Bank of America, adding an estimated $231M. The largest seller was American Century Companies, cutting an estimated $114M.
- 530 institutional investors held Invesco (IVZ) as of Q2 2019, up from 523 in Q1 2019.
- Funds reported $6.83B of Invesco stock for Q2 2019, up 15% quarter-over-quarter.
- 70 funds opened new Invesco positions in Q2 2019 and 55 closed out, a net change of +15 holders.
- The largest Invesco buyer in Q2 2019 was Bank of America, an estimated $231M added.
- The largest Invesco seller in Q2 2019 was American Century Companies, an estimated $114M sold.
Based on aggregated 13F filings for Q2 2019.