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Invesco
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Overview Fund Activity

530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$599M
2
Ameriprise
2
Ameriprise
Minnesota
$243M
3
BA
3
BlackRock Advisors
Delaware
$72.8M
4
SCM
4
Sterling Capital Management
North Carolina
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$190M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$560M
3
Citadel Advisors
3
Citadel Advisors
Florida
$117M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$562M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Ally Financial
Michigan
$2.18M – – –
Franklin Resources
252
Franklin Resources
California
$2.15M +$758K +22,660 +55%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$2.14M +$6.7K +200 +0.3%
Los Angeles Capital Management
254
Los Angeles Capital Management
California
$2.07M +$262K +7,830 +14%
FHAM
255
Folger Hill Asset Management
New York
$2.06M +$2.06M +61,500 New
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$2M – – –
CD
257
Carl Domino
Florida
$1.98M -$155K -4,640 -7%
FA
258
FDx Advisors
Illinois
$1.92M -$464K -13,847 -19%
PWS
259
Peloton Wealth Strategists
Indiana
$1.91M +$258K +7,700 +16%
DAM
260
Deimos Asset Management
New York
$1.86M +$1.86M +55,627 New
MSA
261
Mason Street Advisors
Wisconsin
$1.85M -$3.25K -97 -0.2%
BUB
262
BBVA USA Bancshares
Texas
$1.81M -$1.32M -39,576 -42%
FWCM
263
Ferguson Wellman Capital Management
Oregon
$1.8M -$224K -6,700 -11%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$1.79M +$107K +3,185 +6%
NLI
265
Nippon Life Insurance
Japan
$1.78M -$17.2K -514 -1%
KAM
266
Keeley Asset Management
Illinois
$1.76M -$79K -2,361 -4%
DCM
267
Dupont Capital Management
Delaware
$1.75M – – –
WTB
268
Washington Trust Bank
Washington
$1.69M -$31K -925 -2%
Nomura Asset Management
269
Nomura Asset Management
Japan
$1.68M – – –
Brown Advisory
270
Brown Advisory
Maryland
$1.64M -$19.7K -588 -1%
SFP
271
Santa Fe Partners
New Mexico
$1.64M +$1.1M +32,975 +206%
Truist Financial
272
Truist Financial
North Carolina
$1.62M +$1.62M +48,360 New
UR
273
USCA RIA
Texas
$1.59M +$402K +12,014 +34%
MCM
274
Millie Capital Management
California
$1.58M -$152K -4,532 -9%
PIC
275
Portland Investment Counsel
Ontario, Canada
$1.58M -$1.24M -37,070 -44%
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