Invesco
492 hedge funds and large institutions have $5.34B invested in Invesco in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 188 reducing their positions, and 86 closing their positions.
21% more capital invested
Capital invested by funds: $4.42B → $5.34B (+$924M)
12% more call options, than puts
Call options by funds: $41.9M | Put options by funds: $37.6M
5% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 86
0% more funds holding
Funds holding: 492 → 492 (0)
1.08% less ownership
Funds ownership: 67.68% → 66.6% (-1.1%)
16% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 188
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$50.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$50M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$48.9M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$37.4M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$64.3M |
| 2 |
Amundi
Paris,
France
|
-$58.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$37.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$20.7M |
IVZ Hedge Fund Activity: Q4 2023 in Review
492 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2023, worth a combined $5.34B — up 21% from $4.42B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new IVZ positions and 86 closed out — a net gain of 4 holders — while 157 added to existing stakes and 188 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $50.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $64.3M.
- 492 institutional investors held Invesco (IVZ) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $5.34B of Invesco stock for Q4 2023, up 21% quarter-over-quarter.
- 90 funds opened new Invesco positions in Q4 2023 and 86 closed out, a net change of +4 holders.
- The largest Invesco buyer in Q4 2023 was Point72 Asset Management, an estimated $50.6M added.
- The largest Invesco seller in Q4 2023 was Massachusetts Financial Services, an estimated $64.3M sold.
Based on aggregated 13F filings for Q4 2023.