Invesco
514 hedge funds and large institutions have $5.2B invested in Invesco in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 190 increasing their positions, 202 reducing their positions, and 71 closing their positions.
111% more call options, than puts
Call options by funds: $72.8M | Put options by funds: $34.5M
6% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 202
1.43% less ownership
Funds ownership: 66.76% → 65.33% (-1.4%)
3% less funds holding
Funds holding: 530 → 514 (-16)
17% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 71
24% less capital invested
Capital invested by funds: $6.83B → $5.2B (-$1.63B)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$47.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$34.5M |
| 3 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$27M |
| 4 |
JP Morgan Chase
New York
|
+$17.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$97.6M |
| 2 |
CCM
Crabel Capital Management
Los Angeles,
California
|
-$51.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.6M |
| 4 |
HCM
Hamlin Capital Management
New York
|
-$38M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$35.2M |
IVZ Hedge Fund Activity: Q3 2019 in Review
514 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2019, worth a combined $5.2B — down 24% from $6.83B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of IVZ and 59 opened new positions — a net loss of 12 holders — while 202 trimmed existing stakes and 190 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $47.8M. The largest seller was American Century Companies, cutting an estimated $97.6M.
- 514 institutional investors held Invesco (IVZ) as of Q3 2019, down from 530 in Q2 2019.
- Funds reported $5.2B of Invesco stock for Q3 2019, down 24% quarter-over-quarter.
- 59 funds opened new Invesco positions in Q3 2019 and 71 closed out, a net change of -12 holders.
- The largest Invesco buyer in Q3 2019 was Massachusetts Financial Services, an estimated $47.8M added.
- The largest Invesco seller in Q3 2019 was American Century Companies, an estimated $97.6M sold.
Based on aggregated 13F filings for Q3 2019.