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Invesco
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Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
251
Financial Counselors Inc
Kansas
$2.87M 72,597 +11,663 +19%
DCM
252
Decade Capital Management
New York
$2.86M 72,349 +72,349 New
QSS
253
Quantitative Systematic Strategies
Florida
$2.78M 69,694 +49,165 +239%
Nordea Investment Management
254
Nordea Investment Management
Sweden
$2.76M 69,808 -4,144 -6%
ARTA
255
A.R.T. Advisors
New York
$2.71M 68,694 +68,694 New
VKH
256
Virtu KCG Holdings
New York
$2.63M 66,551 +21,325 +47%
Toronto Dominion Bank
257
Toronto Dominion Bank
Ontario, Canada
$2.6M 65,832 +9,608 +17%
CA
258
Commerzbank Aktiengesellschaft
Germany
$2.6M 65,745 -105,120 -62%
PJSIMP
259
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.55M 64,623 +5,470 +9%
FA
260
FDx Advisors
Illinois
$2.54M 64,142 -8,070 -11%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$2.51M 63,472 +5 +0%
CAL
262
Capital Analysts LLC
Pennsylvania
$2.51M 63,449 +2,004 +3%
NCCM
263
Nine Chapters Capital Management
New Jersey
$2.5M 63,300 +63,300 New
OI
264
Oakbrook Investments
Illinois
$2.48M 62,856 +2,250 +4%
KAM
265
Keeley Asset Management
Illinois
$2.48M 62,680 -62,590 -50%
ECM
266
Ensemble Capital Management
California
$2.47M 62,500 -1,400 -2%
Mitsubishi UFJ Asset Management
267
Mitsubishi UFJ Asset Management
Japan
$2.4M 61,186 -8,337 -12%
MCM
268
Maple Capital Management
Vermont
$2.37M 60,015 +3,900 +7%
HC
269
Highmount Capital
New York
$2.37M 59,880 -412 -0.7%
Janus Henderson Group
270
Janus Henderson Group
United Kingdom
$2.36M 59,738 – –
IP
271
Interval Partners
New York
$2.29M 58,000 +58,000 New
Group One Trading
272
Group One Trading
Illinois
$2.29M 57,969 +57,969 New
LMGAM
273
Liberty Mutual Group Asset Management
Massachusetts
$2.28M 57,700 +4,549 +9%
TCM
274
Twin Capital Management
Pennsylvania
$2.28M 57,630 +590 +1%
GAM
275
Gotham Asset Management
New York
$2.26M 57,215 +27,136 +90%
9 10
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