Invesco
474 hedge funds and large institutions have $4.55B invested in Invesco in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 180 increasing their positions, 171 reducing their positions, and 67 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 171
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.12% less ownership
Funds ownership: 67.46% → 67.33% (-0.12%)
4% less funds holding
Funds holding: 495 → 474 (-21)
9% less capital invested
Capital invested by funds: $5.02B → $4.55B (-$477M)
21% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 67
46% less call options, than puts
Call options by funds: $40M | Put options by funds: $74.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$53.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$51.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$51.4M |
| 4 |
Millennium Management
New York
|
+$42.3M |
| 5 |
Jane Street
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$103M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$24.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$21.9M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$16.2M |
| 5 |
State Street
Boston,
Massachusetts
|
-$14.6M |
IVZ Hedge Fund Activity: Q2 2024 in Review
474 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q2 2024, worth a combined $4.55B — down 9.5% from $5.02B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of IVZ and 53 opened new positions — a net loss of 14 holders — while 171 trimmed existing stakes and 180 added.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $53.9M. The largest seller was Trian Fund Management, cutting an estimated $103M.
- 474 institutional investors held Invesco (IVZ) as of Q2 2024, down from 495 in Q1 2024.
- Funds reported $4.55B of Invesco stock for Q2 2024, down 9.5% quarter-over-quarter.
- 53 funds opened new Invesco positions in Q2 2024 and 67 closed out, a net change of -14 holders.
- The largest Invesco buyer in Q2 2024 was Point72 Asset Management, an estimated $53.9M added.
- The largest Invesco seller in Q2 2024 was Trian Fund Management, an estimated $103M sold.
Based on aggregated 13F filings for Q2 2024.