Invesco Bond Fund
VBF
41 hedge funds and large institutions have $34.4M invested in Invesco Bond Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
24% more funds holding
Funds holding: 33 → 41 (+8)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0.49% more ownership
Funds ownership: 16.31% → 16.8% (+0.49%)
7% less capital invested
Capital invested by funds: $36.9M → $34.4M (-$2.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.27M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$456K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$375K |
| 4 |
SG Americas Securities
New York
|
+$365K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$311K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.59M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$585K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$404K |
| 4 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
-$202K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$66.5K |
VBF Hedge Fund Activity: Q1 2018 in Review
41 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q1 2018, worth a combined $34.4M — down 6.8% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VBF positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $1.59M.
- 41 institutional investors held Invesco Bond Fund (VBF) as of Q1 2018, up from 33 in Q4 2017.
- Funds reported $34.4M of Invesco Bond Fund stock for Q1 2018, down 6.8% quarter-over-quarter.
- 9 funds opened new Invesco Bond Fund positions in Q1 2018 and 1 closed out, a net change of +8 holders.
- The largest Invesco Bond Fund buyer in Q1 2018 was Wolverine Asset Management, an estimated $1.27M added.
- The largest Invesco Bond Fund seller in Q1 2018 was Wells Fargo, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2018.