Invesco
525 hedge funds and large institutions have $7.18B invested in Invesco in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 196 increasing their positions, 189 reducing their positions, and 83 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
4% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 189
0.96% more ownership
Funds ownership: 65.87% → 66.83% (+0.96%)
1% more capital invested
Capital invested by funds: $7.13B → $7.18B (+$43.2M)
7% less funds holding
Funds holding: 566 → 525 (-41)
40% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 83
55% less call options, than puts
Call options by funds: $32.2M | Put options by funds: $71.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$190M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$142M |
| 3 |
BlackRock
New York
|
+$51M |
| 4 |
Morgan Stanley
New York
|
+$40.3M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$64.9M |
| 2 |
Two Sigma Investments
New York
|
-$34M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$32.9M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$25.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$22.6M |
IVZ Hedge Fund Activity: Q1 2022 in Review
525 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2022, worth a combined $7.18B — up 0.61% from $7.13B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of IVZ and 50 opened new positions — a net loss of 33 holders — while 189 trimmed existing stakes and 196 added.
The largest buyer was Trian Fund Management, adding an estimated $190M. The largest seller was Millennium Management, cutting an estimated $64.9M.
- 525 institutional investors held Invesco (IVZ) as of Q1 2022, down from 566 in Q4 2021.
- Funds reported $7.18B of Invesco stock for Q1 2022, up 0.61% quarter-over-quarter.
- 50 funds opened new Invesco positions in Q1 2022 and 83 closed out, a net change of -33 holders.
- The largest Invesco buyer in Q1 2022 was Trian Fund Management, an estimated $190M added.
- The largest Invesco seller in Q1 2022 was Millennium Management, an estimated $64.9M sold.
Based on aggregated 13F filings for Q1 2022.