Invesco
502 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 195 increasing their positions, 171 reducing their positions, and 88 closing their positions.
50% more call options, than puts
Call options by funds: $33.8M | Put options by funds: $22.6M
14% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 171
0.35% less ownership
Funds ownership: 67.05% → 66.7% (-0.35%)
3% less funds holding
Funds holding: 520 → 502 (-18)
16% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 88
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
49% less capital invested
Capital invested by funds: $5.47B → $2.81B (-$2.66B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$73.5M |
| 2 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
+$46.3M |
| 3 |
Bank of New York Mellon
New York
|
+$46.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$19.2M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$55.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$35.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$32.7M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$28.8M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$21.9M |
IVZ Hedge Fund Activity: Q1 2020 in Review
502 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2020, worth a combined $2.81B — down 49% from $5.47B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of IVZ and 74 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 195 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $73.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $55.3M.
- 502 institutional investors held Invesco (IVZ) as of Q1 2020, down from 520 in Q4 2019.
- Funds reported $2.81B of Invesco stock for Q1 2020, down 49% quarter-over-quarter.
- 74 funds opened new Invesco positions in Q1 2020 and 88 closed out, a net change of -14 holders.
- The largest Invesco buyer in Q1 2020 was Prudential plc, an estimated $73.5M added.
- The largest Invesco seller in Q1 2020 was Massachusetts Financial Services, an estimated $55.3M sold.
Based on aggregated 13F filings for Q1 2020.