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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
226
Mason Street Advisors
Wisconsin
$482K – – –
SI
227
Stephens Inc
Arkansas
$470K -$453K -49,909 -49%
MOACM
228
Mutual of America Capital Management
New York
$462K -$1.28K -141 -0.3%
TC
229
Trilogy Capital
California
$457K +$147K +18,543 +48%
TAIM
230
TD Ameritrade Investment Management
Nebraska
$451K +$451K +49,645 New
RE
231
RBC Europe
United Kingdom
$447K -$39.7K -4,370 -8%
II
232
IFM Investors
Australia
$436K -$27.2K -2,838 -6%
ECM
233
ETrade Capital Management
Virginia
$436K +$18.6K +2,044 +4%
IA
234
IFG Advisory
Georgia
$427K +$69.9K +7,710 +20%
II
235
Inspire Investing
Idaho
$416K +$101K +11,154 +32%
CA
236
Cetera Advisors
Colorado
$400K +$400K +44,027 New
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$383K -$471K -51,900 -55%
NIC
238
Northwest Investment Counselors
Oregon
$381K -$62.4K -6,865 -14%
B
239
BP
United Kingdom
$381K – – –
TC
240
Truvestments Capital
Florida
$379K -$182K -20,095 -32%
LOAMS
241
Lombard Odier Asset Management (Switzerland)
Switzerland
$379K +$379K +41,752 New
FB
242
Fulton Bank
Pennsylvania
$372K -$13.2K -1,450 -3%
FAAS
243
First Allied Advisory Services
California
$370K +$39.8K +4,387 +12%
PT
244
Plimoth Trust
Massachusetts
$368K -$89.3K -9,850 -20%
RJFSA
245
Raymond James Financial Services Advisors
Florida
$365K -$409K -45,058 -53%
CB
246
Commerce Bank
Missouri
$365K -$41.8K -4,601 -10%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$363K +$13.5K +1,486 +4%
HC
248
Hourglass Capital
Texas
$362K +$126K +13,860 +53%
CANY
249
Caxton Associates (New York)
New York
$358K +$358K +39,441 New
Robeco Institutional Asset Management
250
Robeco Institutional Asset Management
Netherlands
$357K – – –
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