Invesco
533 hedge funds and large institutions have $7.38B invested in Invesco in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 162 increasing their positions, 199 reducing their positions, and 66 closing their positions.
104% more call options, than puts
Call options by funds: $74.4M | Put options by funds: $36.4M
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
42% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 66
36% more capital invested
Capital invested by funds: $5.44B → $7.38B (+$1.95B)
5% more funds holding
Funds holding: 509 → 533 (+24)
4.23% less ownership
Funds ownership: 67.87% → 63.65% (-4.2%)
19% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 199
Top Buyers
| 1 |
BlackRock
New York
|
+$89.8M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$57.5M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$42M |
| 4 |
Millennium Management
New York
|
+$32.6M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$30.9M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$232M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
-$96.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$95.8M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$84.7M |
| 5 |
Morgan Stanley
New York
|
-$50.7M |
IVZ Hedge Fund Activity: Q1 2021 in Review
533 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2021, worth a combined $7.38B — up 36% from $5.44B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IVZ positions and 66 closed out — a net gain of 28 holders — while 162 added to existing stakes and 199 trimmed.
The largest buyer was BlackRock, adding an estimated $89.8M. The largest seller was Bank of America, cutting an estimated $232M.
- 533 institutional investors held Invesco (IVZ) as of Q1 2021, up from 509 in Q4 2020.
- Funds reported $7.38B of Invesco stock for Q1 2021, up 36% quarter-over-quarter.
- 94 funds opened new Invesco positions in Q1 2021 and 66 closed out, a net change of +28 holders.
- The largest Invesco buyer in Q1 2021 was BlackRock, an estimated $89.8M added.
- The largest Invesco seller in Q1 2021 was Bank of America, an estimated $232M sold.
Based on aggregated 13F filings for Q1 2021.