Invesco
535 hedge funds and large institutions have $7.39B invested in Invesco in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 162 increasing their positions, 201 reducing their positions, and 65 closing their positions.
111% more call options, than puts
Call options by funds: $78.1M | Put options by funds: $37.1M
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
45% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 65
36% more capital invested
Capital invested by funds: $5.44B → $7.39B (+$1.96B)
5% more funds holding
Funds holding: 510 → 535 (+25)
4.22% less ownership
Funds ownership: 67.87% → 63.65% (-4.2%)
19% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 201
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
535 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2021, worth a combined $7.39B — up 36% from $5.44B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IVZ positions and 65 closed out — a net gain of 29 holders — while 162 added to existing stakes and 201 trimmed.
The largest buyer was BlackRock, adding an estimated $89.8M. The largest seller was Bank of America, cutting an estimated $232M.
- 535 institutional investors held Invesco (IVZ) as of Q1 2021, up from 510 in Q4 2020.
- Funds reported $7.39B of Invesco stock for Q1 2021, up 36% quarter-over-quarter.
- 94 funds opened new Invesco positions in Q1 2021 and 65 closed out, a net change of +29 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.