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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
226
Franklin Resources
California
$2.22M -$57.6K -1,800 -3%
LPL Financial
227
LPL Financial
California
$2.21M +$638K +19,931 +41%
PT
228
Plimoth Trust
Massachusetts
$2.2M +$304K +9,484 +16%
CAM
229
Carret Asset Management
New York
$2.2M +$1.47M +46,017 +204%
AHC
230
Adell Harriman & Carpenter
Texas
$2.15M +$307K +9,600 +17%
US Bancorp
231
US Bancorp
Minnesota
$2.12M -$103K -3,218 -5%
AMI
232
Amica Mutual Insurance
Rhode Island
$2.1M -$2.33M -72,876 -53%
SOADOR
233
State of Alaska Department of Revenue
Alaska
$2.1M +$376K +11,770 +22%
CB
234
Chemical Bank
Michigan
$2.07M +$191K +5,955 +10%
CSM
235
CAMG Solamere Management
North Carolina
$2.06M +$68.9K +2,150 +3%
MSV
236
MN Services Vermogensbeheer
Netherlands
$2.03M – – –
FWIA
237
Fort Washington Investment Advisors
Ohio
$2.02M -$630K -19,683 -24%
PCM
238
Prana Capital Management
Connecticut
$2.02M +$2.02M +63,102 New
DIA
239
Dean Investment Associates
Ohio
$2.02M +$28.5K +889 +1%
TI
240
Trexquant Investment
Connecticut
$2.01M +$722K +22,563 +56%
UAS
241
United Asset Strategies
New York
$2M +$110K +3,444 +6%
EIM
242
ExxonMobil Investment Management
Texas
$2M -$76.7K -2,397 -4%
PCM
243
Poehling Capital Management
Wisconsin
$1.98M +$1.43M +44,710 +259%
TA
244
Townsend & Associates
Colorado
$1.94M +$103K +3,216 +6%
DDC
245
DF Dent & Co
Maryland
$1.92M +$1.35M +42,074 +234%
Citigroup
246
Citigroup
New York
$1.92M -$6.37M -198,909 -77%
Nomura Asset Management
247
Nomura Asset Management
Japan
$1.91M +$35K +1,092 +2%
APFBOT
248
Amica Pension Fund Board of Trustees
Rhode Island
$1.9M -$1.28M -40,002 -40%
CCM
249
Cadence Capital Management
Massachusetts
$1.89M +$13.3K +416 +0.7%
AIA
250
AGF Investments America
Ontario, Canada
$1.89M +$34.6K +1,080 +2%
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