Invesco
451 hedge funds and large institutions have $3.41B invested in Invesco in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 158 increasing their positions, 177 reducing their positions, and 113 closing their positions.
21% more capital invested
Capital invested by funds: $2.81B → $3.41B (+$601M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
2.39% more ownership
Funds ownership: 66.7% → 69.09% (+2.4%)
5% less call options, than puts
Call options by funds: $28.1M | Put options by funds: $29.4M
10% less funds holding
Funds holding: 502 → 451 (-51)
11% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 177
42% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$198M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.5M |
| 3 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
+$30.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$24.2M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$62.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.1M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$24.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$22.7M |
| 5 |
BlackRock
New York
|
-$15.2M |
IVZ Hedge Fund Activity: Q2 2020 in Review
451 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2020, worth a combined $3.41B — up 21% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of IVZ and 66 opened new positions — a net loss of 47 holders — while 177 trimmed existing stakes and 158 added.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $198M. The largest seller was Federated Hermes, exiting entirely with an estimated $62.7M sold.
- 451 institutional investors held Invesco (IVZ) as of Q2 2020, down from 502 in Q1 2020.
- Funds reported $3.41B of Invesco stock for Q2 2020, up 21% quarter-over-quarter.
- 66 funds opened new Invesco positions in Q2 2020 and 113 closed out, a net change of -47 holders.
- The largest Invesco buyer in Q2 2020 was Trian Fund Management, an estimated $198M added.
- The largest Invesco seller in Q2 2020 was Federated Hermes, an estimated $62.7M sold.
Based on aggregated 13F filings for Q2 2020.