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Invesco
IVZ

Overview Fund Activity

565 hedge funds and large institutions have $11.5B invested in Invesco in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 201 increasing their positions, 209 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+24
Holders Change %
+4.44%
% of All Funds
14.11%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
72
Increased
201
Reduced
209
Closed
44
Calls
$65.9M
Puts
$14.4M
Net Calls
+$51.6M
Net Calls Change
-$2.07M

Top Buyers

1
PI
Putnam Investments
Massachusetts
$172M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$98.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$104M
4
KP
Kiltearn Partners
United Kingdom
$203M
5
UBS Group
UBS Group
Switzerland
$700M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$50.6M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$13.3M
3
Ameriprise
Ameriprise
Minnesota
$148M
4
Goldman Sachs
Goldman Sachs
New York
$138M
5
CS
Credit Suisse
Switzerland
$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
BlueCrest Capital Management
Jersey
$2.14M +$2.14M +60,791 New
Rafferty Asset Management
227
Rafferty Asset Management
New York
$2.1M -$529K -15,039 -20%
Cerity Partners
228
Cerity Partners
New York
$2.1M +$23.9K +678 +1%
JG
229
Jefferies Group
New York
$2.09M +$293K +8,318 +16%
Mariner
230
Mariner
Kansas
$2.06M +$67K +1,903 +3%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$2.04M -$266K -7,574 -12%
CWM
232
CIBC World Markets
New York
$2.02M +$539K +15,333 +36%
CB
233
Chemical Bank
Michigan
$2.01M +$43.4K +1,235 +2%
Alyeska Investment Group
234
Alyeska Investment Group
Illinois
$2M +$2M +56,919 New
MSA
235
Mason Street Advisors
Wisconsin
$1.99M +$24.6K +698 +1%
NIC
236
Northwest Investment Counselors
Oregon
$1.98M -$48.5K -1,378 -2%
AIA
237
AGF Investments America
Ontario, Canada
$1.96M +$68.5K +1,946 +4%
DL
238
Delta Lloyd
Netherlands
$1.91M +$223K +6,326 +13%
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.91M -$70.4K -2,000 -4%
CIP
240
Convergence Investment Partners
Florida
$1.86M +$59.3K +1,684 +3%
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
$1.85M -$23.4M -663,879 -93%
CBOA
242
Commonwealth Bank of Australia
Australia
$1.85M -$6.23K -177 -0.3%
LTI
243
Laffer Tengler Investments
Tennessee
$1.85M – – –
Jones Financial Companies
244
Jones Financial Companies
Missouri
$1.84M +$82.9K +2,355 +5%
RT
245
Rockland Trust
Massachusetts
$1.82M +$1.82M +51,617 New
Nomura Asset Management
246
Nomura Asset Management
Japan
$1.79M +$8.97K +255 +0.5%
CIP
247
Chartwell Investment Partners
Pennsylvania
$1.76M – – –
DnB Asset Management
248
DnB Asset Management
Norway
$1.76M -$59.8K -1,700 -3%
Squarepoint
249
Squarepoint
New York
$1.75M -$3.35M -95,280 -66%
FAB
250
First American Bank
Illinois
$1.75M +$108K +3,068 +7%
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