Invesco
520 hedge funds and large institutions have $4.85B invested in Invesco in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 203 increasing their positions, 172 reducing their positions, and 59 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 172
12% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 59
0.83% less ownership
Funds ownership: 66.83% → 66% (-0.83%)
1% less funds holding
Funds holding: 525 → 520 (-5)
32% less capital invested
Capital invested by funds: $7.18B → $4.85B (-$2.33B)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
50% less call options, than puts
Call options by funds: $18.2M | Put options by funds: $36.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$46.3M |
| 2 |
BlackRock
New York
|
+$34.2M |
| 3 |
TFM
Trian Fund Management
New York
|
+$32.6M |
| 4 |
Morgan Stanley
New York
|
+$20.1M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$30.4M |
| 2 |
Two Sigma Investments
New York
|
-$16.9M |
| 3 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$16.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.7M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$12.8M |
IVZ Hedge Fund Activity: Q2 2022 in Review
520 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2022, worth a combined $4.85B — down 32% from $7.18B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IVZ positions and 59 closed out — a net gain of 7 holders — while 203 added to existing stakes and 172 trimmed.
The largest buyer was Millennium Management, adding an estimated $46.3M. The largest seller was Vanguard Group, cutting an estimated $30.4M.
- 520 institutional investors held Invesco (IVZ) as of Q2 2022, down from 525 in Q1 2022.
- Funds reported $4.85B of Invesco stock for Q2 2022, down 32% quarter-over-quarter.
- 66 funds opened new Invesco positions in Q2 2022 and 59 closed out, a net change of +7 holders.
- The largest Invesco buyer in Q2 2022 was Millennium Management, an estimated $46.3M added.
- The largest Invesco seller in Q2 2022 was Vanguard Group, an estimated $30.4M sold.
Based on aggregated 13F filings for Q2 2022.