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 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $44.1M → $47.7M (+$3.6M)
2.97% more ownership
Funds ownership: 21.98% → 24.95% (+3%)
3% more funds holding
Funds holding: 35 → 36 (+1)
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 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$515K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$283K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$195K |
| 5 |
LPL Financial
San Diego,
California
|
-$187K |
VBF Hedge Fund Activity: Q4 2018 in Review
36 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2018, worth a combined $47.7M — up 8.2% from $44.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VBF positions and 6 closed out — a net gain of 1 holder — while 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, up from 35 in Q3 2018.
- Funds reported $47.7M of Invesco Bond Fund stock for Q4 2018, up 8.2% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q4 2018 and 6 closed out, a net change of +1 holder.
- 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.