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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
251
Westwood Holdings Group
Texas
$2.16M – – –
SCM
252
Stux Capital Management
New York
$2.12M +$2.12M +58,200 New
MSA
253
Mason Street Advisors
Wisconsin
$2.09M -$18.2K -500 -0.9%
CF
254
CNA Financial
Illinois
$2.09M -$803K -22,050 -28%
Nomura Asset Management
255
Nomura Asset Management
Japan
$2.07M -$93.5K -2,570 -4%
RCM
256
Riverhead Capital Management
Delaware
$2.05M +$1.06M +29,228 +108%
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$2.01M +$257K +7,075 +15%
Two Sigma Advisers
258
Two Sigma Advisers
New York
$1.89M +$1.03M +28,400 +120%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$1.84M – – –
FCI
260
Financial Counselors Inc
Kansas
$1.83M +$137K +3,761 +8%
VOAM
261
Vertex One Asset Management
British Columbia, Canada
$1.82M +$1.82M +50,000 New
BP
262
Banyan Partners
Florida
$1.81M +$1.81M +49,790 New
SMDAM
263
Sumitomo Mitsui DS Asset Management
Japan
$1.78M -$189K -5,183 -10%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$1.76M -$10.8K -296 -0.6%
FLPIM
265
F.L. Putnam Investment Management
Massachusetts
$1.76M +$1.82K +50 +0.1%
MCM
266
Maple Capital Management
Vermont
$1.76M +$311K +8,550 +22%
GIA
267
Gateway Investment Advisers
Ohio
$1.72M -$21.8K -599 -1%
LMGAM
268
Liberty Mutual Group Asset Management
Massachusetts
$1.69M +$717K +19,714 +74%
AAM
269
Aberdeen Asset Management
United Kingdom
$1.68M – – –
Nordea Investment Management
270
Nordea Investment Management
Sweden
$1.65M +$50.3K +1,381 +3%
AIU
271
Algebris Investments (UK)
United Kingdom
$1.64M +$386K +10,600 +31%
CAM
272
Capstone Asset Management
Texas
$1.63M -$885K -24,310 -35%
NIC
273
Northwest Investment Counselors
Oregon
$1.62M -$5.21K -143 -0.3%
GAM
274
Gotham Asset Management
New York
$1.61M -$22.2K -610 -1%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.6M +$359K +9,870 +29%
9 10
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