Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Peltz Ups His Bets On Two Fund Firms Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, May 17, 2022

Peltz Ups His Bets On Two Fund Firms

News summary by MFWire's editors

A high profile activist investor is adding to his bets on a pair of big, publicly traded fund firms.

Nelson Peltz
Trian Fund Management
CEO, Founding Partner
Last quarter, Nelson Peltz's Trian Fund Management, L.P. increased its stakes in both Invesco Ltd. [profile] and Janus Henderson Group plc [profile], according to Trian's latest form 13F, filed with the SEC on Friday. (Seeking Alpha highlighted the changes. And here's Trian's prior 13F, filed back on February 11.)

More specifically, Trian increased its Invesco stake by 18.8 percent in Q1 to 54.034034 million shares on March 31, 2022. (With 455.02 million Invesco shares outstanding, Trian's shares translate into an 11.9-percent stake.) And Trian increased its Janus Henderson stake by 12.7 percent in Q1 to 31.8678 million shares on March 31. (With 166.96 million Janus Henderson shares outstanding, Trian's shares translate into a 19.1-percent stake.)

Peltz has been betting on Invesco and Janus Henderson at least as far back as fall 2020. The latest stake increases come after Peltz and one of his Trian partners left Invesco's board two months ago and promptly joined Janus Henderson's. Meanwhile, Janus Henderson switched last month to an interim CEO and is poised to bring on a new non-interim CEO next month. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use