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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$2.95M -$360K -9,959 -11%
URS
227
Utah Retirement Systems
Utah
$2.89M – – –
KBC Group
228
KBC Group
Belgium
$2.87M +$242K +6,648 +9%
Credit Agricole
229
Credit Agricole
France
$2.85M +$65.5K +1,800 +2%
ARC
230
Absolute Return Capital
Massachusetts
$2.84M +$1.98M +54,335 +229%
ICM
231
ICC Capital Management
Florida
$2.81M +$226K +6,198 +9%
WAM
232
Wood Asset Management
Florida
$2.78M -$12.9K -354 -0.5%
SAM
233
Shell Asset Management
Netherlands
$2.76M -$1.39M -38,075 -33%
QIM
234
Quantitative Investment Management
Virginia
$2.74M +$2.74M +75,200 New
Calamos Advisors
235
Calamos Advisors
Illinois
$2.73M – – –
DCM
236
Decade Capital Management
New York
$2.71M +$359K +9,870 +15%
KeyBank National Association
237
KeyBank National Association
Ohio
$2.68M +$1.04M +28,625 +64%
AIM
238
Acuity Investment Management
Ontario, Canada
$2.68M -$1.68M -46,000 -38%
IA
239
Icon Advisers
Colorado
$2.66M +$979K +26,900 +58%
AL
240
Airain Ltd
Guernsey
$2.6M +$2.6M +71,445 New
NLI
241
Nippon Life Insurance
Japan
$2.57M -$261K -7,173 -9%
LTI
242
Laffer Tengler Investments
Tennessee
$2.52M +$2.52M +69,353 New
NCCM
243
Nine Chapters Capital Management
New Jersey
$2.5M +$2.5M +68,800 New
WAM
244
World Asset Management
Michigan
$2.48M -$404K -11,105 -14%
SCA
245
SAC Capital Advisors
Connecticut
$2.47M +$1.1M +30,327 +81%
Los Angeles Capital Management
246
Los Angeles Capital Management
California
$2.43M -$1.89M -51,787 -44%
STC
247
SEI Trust Company
Pennsylvania
$2.32M -$685K -18,820 -23%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$2.27M +$317K +8,700 +16%
HC
249
Highmount Capital
New York
$2.27M +$623K +17,115 +38%
SIM
250
SSI Investment Management
California
$2.16M +$1.18M +32,312 +119%
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