Invesco
559 hedge funds and large institutions have $7.78B invested in Invesco in 2021 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 179 increasing their positions, 208 reducing their positions, and 64 closing their positions.
44% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 64
41% more call options, than puts
Call options by funds: $54.3M | Put options by funds: $38.4M
5% more capital invested
Capital invested by funds: $7.39B → $7.78B (+$391M)
4% more funds holding
Funds holding: 535 → 559 (+24)
0.42% less ownership
Funds ownership: 63.65% → 63.22% (-0.42%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
14% less repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 208
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$46.1M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$36.8M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$31.7M |
| 4 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$22.5M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$75.9M |
| 2 |
Morgan Stanley
New York
|
-$64.7M |
| 3 |
Millennium Management
New York
|
-$32.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$25.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$22.3M |
IVZ Hedge Fund Activity: Q2 2021 in Review
559 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2021, worth a combined $7.78B — up 5.3% from $7.39B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IVZ positions and 64 closed out — a net gain of 28 holders — while 179 added to existing stakes and 208 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $46.1M. The largest seller was Bank of New York Mellon, cutting an estimated $75.9M.
- 559 institutional investors held Invesco (IVZ) as of Q2 2021, up from 535 in Q1 2021.
- Funds reported $7.78B of Invesco stock for Q2 2021, up 5.3% quarter-over-quarter.
- 92 funds opened new Invesco positions in Q2 2021 and 64 closed out, a net change of +28 holders.
- The largest Invesco buyer in Q2 2021 was Nomura Holdings, an estimated $46.1M added.
- The largest Invesco seller in Q2 2021 was Bank of New York Mellon, an estimated $75.9M sold.
Based on aggregated 13F filings for Q2 2021.