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Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
UBS
Switzerland
+$198M
2
TCM
TimesSquare Capital Management
New York
+$85.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$71.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
5
EVM
Eaton Vance Management
Massachusetts
+$36.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$121M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
4
Ameriprise
Ameriprise
Minnesota
-$88M
5
PIM
Perkins Investment Management
Illinois
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$2.98M -$40.2K -1,086 -1%
URS
227
Utah Retirement Systems
Utah
$2.95M +$22.2K +600 +0.8%
ICM
228
ICC Capital Management
Florida
$2.92M +$61.1K +1,650 +2%
RCM
229
Riverhead Capital Management
Delaware
$2.91M +$827K +22,352 +40%
IA
230
Icon Advisers
Colorado
$2.86M +$159K +4,300 +6%
CBOA
231
Commonwealth Bank of Australia
Australia
$2.82M -$9.82M -265,181 -78%
QIM
232
Quantitative Investment Management
Virginia
$2.8M +$22.2K +600 +0.8%
Calamos Advisors
233
Calamos Advisors
Illinois
$2.78M – – –
SAM
234
Shell Asset Management
Netherlands
$2.74M -$61.6K -1,664 -2%
WAM
235
Wood Asset Management
Florida
$2.72M -$109K -2,937 -4%
BKBG
236
BHF Kleinwort Benson Group
Belgium
$2.65M +$2.65M +100,000 New
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.61M -$664K -17,934 -20%
BP
238
Banyan Partners
Florida
$2.61M +$770K +20,807 +42%
LTI
239
Laffer Tengler Investments
Tennessee
$2.57M – – –
NLI
240
Nippon Life Insurance
Japan
$2.57M -$50.3K -1,360 -2%
Los Angeles Capital Management
241
Los Angeles Capital Management
California
$2.46M -$2.63K -71 -0.1%
HCM
242
Highbridge Capital Management
New York
$2.38M -$37M -999,600 -94%
LS
243
Livforsakringsbolaget Skandia
Sweden
$2.36M +$2.36M +63,659 New
HC
244
Highmount Capital
New York
$2.35M +$44.4K +1,200 +2%
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
$2.35M +$37K +1,000 +2%
Nordea Investment Management
246
Nordea Investment Management
Sweden
$2.29M +$610K +16,471 +36%
FLPIM
247
F.L. Putnam Investment Management
Massachusetts
$2.27M +$479K +12,950 +27%
FCI
248
Financial Counselors Inc
Kansas
$2.22M +$357K +9,644 +19%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$2.21M +$340K +9,200 +18%
WAM
250
World Asset Management
Michigan
$2.18M -$337K -9,124 -13%
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