Invesco
510 hedge funds and large institutions have $5.44B invested in Invesco in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 147 increasing their positions, 186 reducing their positions, and 53 closing their positions.
108% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 53
44% more capital invested
Capital invested by funds: $3.77B → $5.44B (+$1.66B)
39% more call options, than puts
Call options by funds: $154M | Put options by funds: $111M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more funds holding
Funds holding: 458 → 510 (+52)
3.96% less ownership
Funds ownership: 71.82% → 67.87% (-4%)
21% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 186
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$73.1M |
| 2 |
Millennium Management
New York
|
+$40.3M |
| 3 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$26.5M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$21.4M |
| 5 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$224M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$79.7M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$47.9M |
| 4 |
Bank of New York Mellon
New York
|
-$44M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.3M |
IVZ Hedge Fund Activity: Q4 2020 in Review
510 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2020, worth a combined $5.44B — up 44% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IVZ positions and 53 closed out — a net gain of 57 holders — while 147 added to existing stakes and 186 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $73.1M. The largest seller was Bank of America, cutting an estimated $224M.
- 510 institutional investors held Invesco (IVZ) as of Q4 2020, up from 458 in Q3 2020.
- Funds reported $5.44B of Invesco stock for Q4 2020, up 44% quarter-over-quarter.
- 110 funds opened new Invesco positions in Q4 2020 and 53 closed out, a net change of +57 holders.
- The largest Invesco buyer in Q4 2020 was Morgan Stanley, an estimated $73.1M added.
- The largest Invesco seller in Q4 2020 was Bank of America, an estimated $224M sold.
Based on aggregated 13F filings for Q4 2020.