Invesco
504 hedge funds and large institutions have $4.42B invested in Invesco in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 219 increasing their positions, 137 reducing their positions, and 60 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 137
4.88% more ownership
Funds ownership: 66.02% → 70.9% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 519 → 504 (-15)
9% less capital invested
Capital invested by funds: $4.85B → $4.42B (-$430M)
15% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 60
28% less call options, than puts
Call options by funds: $24.7M | Put options by funds: $34.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$158M |
| 2 |
BlackRock
New York
|
+$61.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$55.7M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$32.8M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$39.8M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$33.8M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$25.6M |
| 4 |
JP Morgan Chase
New York
|
-$20.4M |
| 5 |
IIM
INTECH Investment Management
West Palm Beach,
Florida
|
-$12.5M |
IVZ Hedge Fund Activity: Q3 2022 in Review
504 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2022, worth a combined $4.42B — down 8.9% from $4.85B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of IVZ and 51 opened new positions — a net loss of 9 holders — while 137 trimmed existing stakes and 219 added.
The largest buyer was State Street, adding an estimated $158M. The largest seller was Millennium Management, exiting entirely with an estimated $39.8M sold.
- 504 institutional investors held Invesco (IVZ) as of Q3 2022, down from 519 in Q2 2022.
- Funds reported $4.42B of Invesco stock for Q3 2022, down 8.9% quarter-over-quarter.
- 51 funds opened new Invesco positions in Q3 2022 and 60 closed out, a net change of -9 holders.
- The largest Invesco buyer in Q3 2022 was State Street, an estimated $158M added.
- The largest Invesco seller in Q3 2022 was Millennium Management, an estimated $39.8M sold.
Based on aggregated 13F filings for Q3 2022.