Invesco
555 hedge funds and large institutions have $7.23B invested in Invesco in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 215 reducing their positions, and 56 closing their positions.
39% more call options, than puts
Call options by funds: $55.4M | Put options by funds: $39.9M
1.1% more ownership
Funds ownership: 63.22% → 64.32% (+1.1%)
9% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 56
1% less funds holding
Funds holding: 559 → 555 (-4)
9% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 215
7% less capital invested
Capital invested by funds: $7.78B → $7.23B (-$555M)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$88.7M |
| 2 |
Two Sigma Advisers
New York
|
+$43.6M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$34.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$33.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$90.6M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$68.8M |
| 3 |
Millennium Management
New York
|
-$35.9M |
| 4 |
BlackRock
New York
|
-$28.6M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$19.8M |
IVZ Hedge Fund Activity: Q3 2021 in Review
555 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2021, worth a combined $7.23B — down 7.1% from $7.78B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IVZ positions and 56 closed out — a net gain of 5 holders — while 195 added to existing stakes and 215 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $88.7M. The largest seller was State Street, cutting an estimated $90.6M.
- 555 institutional investors held Invesco (IVZ) as of Q3 2021, down from 559 in Q2 2021.
- Funds reported $7.23B of Invesco stock for Q3 2021, down 7.1% quarter-over-quarter.
- 61 funds opened new Invesco positions in Q3 2021 and 56 closed out, a net change of +5 holders.
- The largest Invesco buyer in Q3 2021 was Massachusetts Financial Services, an estimated $88.7M added.
- The largest Invesco seller in Q3 2021 was State Street, an estimated $90.6M sold.
Based on aggregated 13F filings for Q3 2021.