Invesco
508 hedge funds and large institutions have $5.55B invested in Invesco in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 170 increasing their positions, 183 reducing their positions, and 54 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more capital invested
Capital invested by funds: $4.42B → $5.55B (+$1.13B)
19% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 54
1% more funds holding
Funds holding: 505 → 508 (+3)
7% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 183
3.08% less ownership
Funds ownership: 70.89% → 67.81% (-3.1%)
27% less call options, than puts
Call options by funds: $27.8M | Put options by funds: $38.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gillson Capital
Chicago,
Illinois
|
+$34.4M |
| 2 |
BlackRock
New York
|
+$30.7M |
| 3 |
Morgan Stanley
New York
|
+$14.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.2M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$28.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$24.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$19M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$16.8M |
| 5 |
Two Sigma Advisers
New York
|
-$11.1M |
IVZ Hedge Fund Activity: Q4 2022 in Review
508 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2022, worth a combined $5.55B — up 25% from $4.42B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IVZ positions and 54 closed out — a net gain of 10 holders — while 170 added to existing stakes and 183 trimmed.
The largest buyer was Gillson Capital, opening a new position worth an estimated $34.4M. The largest seller was JP Morgan Chase, cutting an estimated $28.1M.
- 508 institutional investors held Invesco (IVZ) as of Q4 2022, up from 505 in Q3 2022.
- Funds reported $5.55B of Invesco stock for Q4 2022, up 25% quarter-over-quarter.
- 64 funds opened new Invesco positions in Q4 2022 and 54 closed out, a net change of +10 holders.
- The largest Invesco buyer in Q4 2022 was Gillson Capital, an estimated $34.4M added.
- The largest Invesco seller in Q4 2022 was JP Morgan Chase, an estimated $28.1M sold.
Based on aggregated 13F filings for Q4 2022.