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Invesco
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Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$202M
2
WHG
2
Westwood Holdings Group
Texas
$115M
3
VFA
3
Virtus Fund Advisers
Connecticut
$85.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$73.7M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$855M
3
SB
3
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$866M
5
SFM
5
Systematic Financial Management
New Jersey
$109M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$2.83M 75,033 -5,457 -7%
Calamos Advisors
227
Calamos Advisors
Illinois
$2.83M 75,000 – –
URS
228
Utah Retirement Systems
Utah
$2.83M 74,940 -4,900 -6%
BF
229
BOK Financial
Oklahoma
$2.81M 74,299 -169,675 -70%
BKBG
230
BHF Kleinwort Benson Group
Belgium
$2.76M 100,000 – –
Los Angeles Capital Management
231
Los Angeles Capital Management
California
$2.74M 72,508 +5,935 +9%
OTPPB
232
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.68M 71,007 +421 +0.6%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$2.66M 70,497 +70,497 New
WAM
234
Wood Asset Management
Florida
$2.64M 69,962 -3,508 -5%
FNBOMD
235
First National Bank of Mount Dora
Florida
$2.56M 67,727 +14,725 +28%
SAM
236
Shell Asset Management
Netherlands
$2.51M 66,572 -7,515 -10%
BACM
237
Blue Arrow Capital Management
New York
$2.46M 65,244 +65,244 New
LS
238
Livforsakringsbolaget Skandia
Sweden
$2.4M 63,659 – –
NLI
239
Nippon Life Insurance
Japan
$2.4M 63,442 -5,875 -8%
JIM
240
Jupiter Investment Management
United Kingdom
$2.39M 63,300 +62,900 +15,725%
LTI
241
Laffer Tengler Investments
Tennessee
$2.39M 63,233 -6,120 -9%
OPERF
242
Oregon Public Employees Retirement Fund
Oregon
$2.38M 62,967 -400 -0.6%
FCI
243
Financial Counselors Inc
Kansas
$2.34M 62,030 +1,993 +3%
Nordea Investment Management
244
Nordea Investment Management
Sweden
$2.33M 61,771 – –
HC
245
Highmount Capital
New York
$2.31M 61,245 -2,220 -3%
Stifel Financial
246
Stifel Financial
Missouri
$2.31M 61,174 +3,563 +6%
Janus Henderson Group
247
Janus Henderson Group
United Kingdom
$2.26M 59,738 – –
PJSIMP
248
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.2M 58,302 +1,823 +3%
NMERB
249
New Mexico Educational Retirement Board
New Mexico
$2.19M 58,014 – –
CAL
250
Capital Analysts LLC
Pennsylvania
$2.18M 57,768 +4,429 +8%
8 9
10
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