We are live on ! Find out more
IVZ icon

Invesco
IVZ

492 hedge funds and large institutions have $6.83B invested in Invesco in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 157 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

50% more capital invested

Capital invested by funds: $4.55B → $6.83B (+$2.29B)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

25% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 157

19.12% more ownership

Funds ownership: 67.33% → 86.45% (+19%)

13% more call options, than puts

Call options by funds: $112M | Put options by funds: $98.9M

4% more funds holding

Funds holding: 474 → 492 (+18)

Holders
492
Holders Change
+18
Holders Change %
+3.8%
% of All Funds
7.06%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
67
Increased
196
Reduced
157
Closed
47
Calls
$112M
Puts
$98.9M
Net Calls
+$13M
Net Calls Change
+$47.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$81M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$57.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.7M
4
ACL
Azora Capital LP
Florida
+$25.5M
5
Goldman Sachs
Goldman Sachs
New York
+$19.8M

Top Sellers

1
TFM
Trian Fund Management
New York
-$66.5M
2
Amundi
Amundi
France
-$25.4M
3
American Century Companies
American Century Companies
Missouri
-$23.8M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$22.3M
5
Marshall Wace
Marshall Wace
United Kingdom
-$19.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMLI
1
Massachusetts Mutual Life Insurance
Massachusetts
$1.43B +$1.34B +81,332,339 New
BlackRock
2
BlackRock
New York
$960M +$7.59M +462,492 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$897M +$19.7M +1,196,976 +2%
TFM
4
Trian Fund Management
New York
$407M -$66.5M -4,050,292 -15%
State Street
5
State Street
Massachusetts
$370M +$2.49M +151,408 +0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$348M +$28.7M +1,746,180 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$180M +$1.53M +93,126 +0.9%
Millennium Management
8
Millennium Management
New York
$176M +$81M +4,930,832 +97%
AllianceBernstein
9
AllianceBernstein
Tennessee
$111M +$8.57M +521,911 +9%
AQR Capital Management
10
AQR Capital Management
Connecticut
$102M +$57.7M +3,516,813 +149%
Northern Trust
11
Northern Trust
Illinois
$97.1M -$2.79M -170,135 -3%
Morgan Stanley
12
Morgan Stanley
New York
$96.1M -$6.22M -378,638 -6%
Fisher Asset Management
13
Fisher Asset Management
Washington
$79.7M +$1.44M +87,405 +2%
Goldman Sachs
14
Goldman Sachs
New York
$77M +$19.8M +1,202,842 +38%
Charles Schwab
15
Charles Schwab
California
$75.7M +$754K +45,891 +1%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$58M -$1.98M -120,300 -4%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$56.5M -$4.75M -289,521 -8%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$53.9M -$6.77M -412,112 -12%
Two Sigma Investments
19
Two Sigma Investments
New York
$47.6M +$8.63M +525,483 +24%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$43.9M +$175K +10,649 +0.4%
Norges Bank
21
Norges Bank
Norway
$41.9M +$4.32M +263,234 +12%
Barclays
22
Barclays
United Kingdom
$41.5M +$575K +35,031 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$36.9M +$15.7M +958,238 +84%
Swedbank
24
Swedbank
Sweden
$35.1M -$8.21M -500,000 -20%
LBA
25
Letko, Brosseau & Associates
Quebec, Canada
$28.6M -$227K -13,850 -0.8%
1
2 3 4 5

IVZ Hedge Fund Activity: Q3 2024 in Review

492 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q3 2024, worth a combined $6.83B — up 50% from $4.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new IVZ positions and 47 closed out — a net gain of 20 holders — while 196 added to existing stakes and 157 trimmed.

The largest buyer was Millennium Management, adding an estimated $81M. The largest seller was Trian Fund Management, cutting an estimated $66.5M.

  • 492 institutional investors held Invesco (IVZ) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $6.83B of Invesco stock for Q3 2024, up 50% quarter-over-quarter.
  • 67 funds opened new Invesco positions in Q3 2024 and 47 closed out, a net change of +20 holders.
  • The largest Invesco buyer in Q3 2024 was Millennium Management, an estimated $81M added.
  • The largest Invesco seller in Q3 2024 was Trian Fund Management, an estimated $66.5M sold.

Based on aggregated 13F filings for Q3 2024.