Invesco
458 hedge funds and large institutions have $3.77B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 52 closing their positions.
15% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 52
11% more capital invested
Capital invested by funds: $3.41B → $3.77B (+$364M)
2.74% more ownership
Funds ownership: 69.09% → 71.82% (+2.7%)
2% more funds holding
Funds holding: 451 → 458 (+7)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1% less call options, than puts
Call options by funds: $26.3M | Put options by funds: $26.4M
19% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 182
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$156M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$96.5M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$14.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$31.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$28.6M |
| 3 |
BlackRock
New York
|
-$18.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$17M |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$9.9M |
IVZ Hedge Fund Activity: Q3 2020 in Review
458 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2020, worth a combined $3.77B — up 11% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IVZ positions and 52 closed out — a net gain of 8 holders — while 148 added to existing stakes and 182 trimmed.
The largest buyer was Trian Fund Management, adding an estimated $156M. The largest seller was Bank of New York Mellon, cutting an estimated $31.7M.
- 458 institutional investors held Invesco (IVZ) as of Q3 2020, up from 451 in Q2 2020.
- Funds reported $3.77B of Invesco stock for Q3 2020, up 11% quarter-over-quarter.
- 60 funds opened new Invesco positions in Q3 2020 and 52 closed out, a net change of +8 holders.
- The largest Invesco buyer in Q3 2020 was Trian Fund Management, an estimated $156M added.
- The largest Invesco seller in Q3 2020 was Bank of New York Mellon, an estimated $31.7M sold.
Based on aggregated 13F filings for Q3 2020.