Invesco Bond Fund
VBF
36 hedge funds and large institutions have $47.7M invested in Invesco Bond Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.
5% more capital invested
Capital invested by funds: $45.3M → $47.7M (+$2.4M)
2.77% more ownership
Funds ownership: 22.19% → 24.95% (+2.8%)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$4.27M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.19M |
| 3 |
Morgan Stanley
New York
|
+$1.02M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$234K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.26M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.2M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$515K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$283K |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$195K |
VBF Hedge Fund Activity: Q4 2018 in Review
36 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2018, worth a combined $47.7M — up 5.3% from $45.3M a quarter earlier.
Fund positioning in VBF was balanced in Q4 2018: 7 funds opened new positions, 7 closed out, 10 added to existing stakes and 11 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $4.27M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.26M sold.
- 36 institutional investors held Invesco Bond Fund (VBF) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $47.7M of Invesco Bond Fund stock for Q4 2018, up 5.3% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q4 2018 and 7 closed out, a net change of 0 holders.
- The largest Invesco Bond Fund buyer in Q4 2018 was 1607 Capital Partners, an estimated $4.27M added.
- The largest Invesco Bond Fund seller in Q4 2018 was Wolverine Asset Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2018.