Invesco
520 hedge funds and large institutions have $5.47B invested in Invesco in 2019 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 198 reducing their positions, and 58 closing their positions.
173% more call options, than puts
Call options by funds: $71.8M | Put options by funds: $26.3M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
29% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 58
5% more capital invested
Capital invested by funds: $5.2B → $5.47B (+$270M)
1.72% more ownership
Funds ownership: 65.33% → 67.05% (+1.7%)
1% more funds holding
Funds holding: 514 → 520 (+6)
8% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.9M |
| 2 |
Bank of New York Mellon
New York
|
+$46.9M |
| 3 |
BlackRock
New York
|
+$36.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.5M |
| 5 |
Goldman Sachs
New York
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$121M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$48.1M |
| 3 |
Morgan Stanley
New York
|
-$27.3M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$24.5M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$16.2M |
IVZ Hedge Fund Activity: Q4 2019 in Review
520 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2019, worth a combined $5.47B — up 5.2% from $5.2B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new IVZ positions and 58 closed out — a net gain of 17 holders — while 182 added to existing stakes and 198 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47.9M. The largest seller was JP Morgan Chase, cutting an estimated $121M.
- 520 institutional investors held Invesco (IVZ) as of Q4 2019, up from 514 in Q3 2019.
- Funds reported $5.47B of Invesco stock for Q4 2019, up 5.2% quarter-over-quarter.
- 75 funds opened new Invesco positions in Q4 2019 and 58 closed out, a net change of +17 holders.
- The largest Invesco buyer in Q4 2019 was Fidelity Investments, an estimated $47.9M added.
- The largest Invesco seller in Q4 2019 was JP Morgan Chase, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2019.