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Invesco
IVZ

Overview Fund Activity

513 hedge funds and large institutions have $10.4B invested in Invesco in 2016 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 63 closing their positions.

Holders
513
Holders Change
-19
Holders Change %
-3.57%
% of All Funds
13.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
47
Increased
182
Reduced
212
Closed
63
Calls
$78.5M
Puts
$22M
Net Calls
+$56.6M
Net Calls Change
+$14.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.19B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$66.3M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$46.2M
4
Capital International Investors
4
Capital International Investors
California
$390M
5
Morgan Stanley
5
Morgan Stanley
New York
$120M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$187M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.01M
3
WHG
3
Westwood Holdings Group
Texas
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$70.6M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
251
DnB Asset Management
Norway
$1.4M +$93.8K +3,000 +7%
Calamos Advisors
252
Calamos Advisors
Illinois
$1.38M -$1.01M -32,194 -42%
FA
253
FDx Advisors
Illinois
$1.37M -$248K -7,920 -15%
CD
254
Carl Domino
Florida
$1.37M -$62.7K -2,060 -4%
NLI
255
Nippon Life Insurance
Japan
$1.37M -$49.9K -1,597 -4%
OPERF
256
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$931K -29,775 -41%
RIL
257
Rothschild Investment LLC
Illinois
$1.35M +$93.5K +2,990 +7%
NMERB
258
New Mexico Educational Retirement Board
New Mexico
$1.32M -$200K -6,400 -13%
WAM
259
World Asset Management
Michigan
$1.31M +$11.7K +373 +0.9%
B
260
Barings
North Carolina
$1.3M +$701K +22,400 +118%
OI
261
Oakbrook Investments
Illinois
$1.29M -$180K -5,750 -12%
BSPF
262
British Steel Pension Fund
United Kingdom
$1.27M – – –
AI
263
Atria Investments
North Carolina
$1.27M +$274K +8,773 +28%
IWA
264
IBEX Wealth Advisors
New Jersey
$1.26M +$1.26M +90,991 New
BIC
265
Beach Investment Counsel
Pennsylvania
$1.24M – – –
Asset Management One
266
Asset Management One
Japan
$1.23M – – –
MM
267
Midas Management
New York
$1.22M – – –
IRF
268
IBM Retirement Fund
New York
$1.2M -$321K -10,258 -21%
IMOV
269
Investment Management of Virginia
Virginia
$1.2M +$6.57K +210 +0.5%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$1.19M -$109K -3,477 -8%
CGH
271
Crossmark Global Holdings
Texas
$1.17M +$1.17M +33,499 New
BCMO
272
Buckingham Capital Management (Ohio)
Ohio
$1.16M -$95.5K -3,065 -8%
CBT
273
Central Bank & Trust
Kentucky
$1.14M -$592K -18,930 -34%
RMAM
274
Raab & Moskowitz Asset Management
New Jersey
$1.13M -$1.34K -43 -0.1%
Janus Henderson Group
275
Janus Henderson Group
United Kingdom
$1.12M -$375K -11,988 -25%
9 10
11
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