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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
4
Capital International Investors
California
$390M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
226
Peloton Wealth Strategists
Indiana
$1.95M +$1.95M +62,300 New
JHIU
227
Janus Henderson Investors US
Colorado
$1.94M +$22.7K +725 +1%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$1.93M +$139K +4,432 +8%
Nordea Investment Management
229
Nordea Investment Management
Sweden
$1.92M +$1.26M +40,277 +190%
Creative Planning
230
Creative Planning
Kansas
$1.89M +$1.34M +42,908 +245%
Neuberger Berman Group
231
Neuberger Berman Group
New York
$1.86M -$103K -3,282 -5%
MSA
232
Mason Street Advisors
Wisconsin
$1.73M -$23.5K -751 -1%
NIC
233
Northwest Investment Counselors
Oregon
$1.73M +$27.2K +869 +2%
CIP
234
Convergence Investment Partners
Florida
$1.73M +$609K +19,487 +54%
FG
235
FSI Group
Ohio
$1.72M – – –
MCM
236
Millie Capital Management
California
$1.71M +$224K +7,153 +15%
Axa
237
Axa
France
$1.64M +$923K +29,500 +128%
CB
238
Chemical Bank
Michigan
$1.64M -$12.5K -400 -0.8%
AIA
239
AGF Investments America
Ontario, Canada
$1.63M +$5.88K +188 +0.4%
Two Sigma Advisers
240
Two Sigma Advisers
New York
$1.63M -$36.8M -1,176,372 -96%
OC
241
Oppenheimer & Co
New York
$1.62M -$191K -6,112 -11%
Nomura Asset Management
242
Nomura Asset Management
Japan
$1.62M – – –
JPMPWA
243
J.P. Morgan Private Wealth Advisors
California
$1.56M +$4.63K +148 +0.3%
PAM
244
Panagora Asset Management
Massachusetts
$1.54M -$1.22M -38,906 -44%
WCM
245
Wunderlich Capital Managemnt
Tennessee
$1.54M +$35.1K +1,121 +2%
1832 Asset Management
246
1832 Asset Management
Ontario, Canada
$1.49M -$10.2M -325,932 -87%
CG
247
Clinton Group
New York
$1.48M -$616K -19,708 -29%
CCM
248
Condor Capital Management
New Jersey
$1.45M -$9.13K -292 -0.6%
CBOA
249
Commonwealth Bank of Australia
Australia
$1.44M +$194K +6,200 +16%
PIC
250
Portland Investment Counsel
Ontario, Canada
$1.44M -$29.5K -943 -2%
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