Invesco Bond Fund
VBF
42 hedge funds and large institutions have $58.4M invested in Invesco Bond Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
17% more funds holding
Funds holding: 36 → 42 (+6)
9% more capital invested
Capital invested by funds: $53.8M → $58.4M (+$4.62M)
1.08% more ownership
Funds ownership: 32.54% → 33.62% (+1.1%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.2M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$395K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$328K |
| 4 |
MG
Marex Group
London,
|
+$274K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.54M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$752K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$507K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$420K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$147K |
VBF Hedge Fund Activity: Q4 2023 in Review
42 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2023, worth a combined $58.4M — up 8.6% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VBF positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.2M. The largest seller was Sit Investment Associates, cutting an estimated $1.54M.
- 42 institutional investors held Invesco Bond Fund (VBF) as of Q4 2023, up from 36 in Q3 2023.
- Funds reported $58.4M of Invesco Bond Fund stock for Q4 2023, up 8.6% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q4 2023 and 1 closed out, a net change of +6 holders.
- The largest Invesco Bond Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.2M added.
- The largest Invesco Bond Fund seller in Q4 2023 was Sit Investment Associates, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2023.