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Invesco
IVZ

Overview Fund Activity

545 hedge funds and large institutions have $11.7B invested in Invesco in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 225 increasing their positions, 191 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
-20
Holders Change %
-3.54%
% of All Funds
13.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
49
Increased
225
Reduced
191
Closed
58
Calls
$54.9M
Puts
$27.4M
Net Calls
+$27.5M
Net Calls Change
-$24.1M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$164M
3
BS
Banco Santander
Spain
$56.1M
4
Capital International Investors
Capital International Investors
California
$488M
5
Ameriprise
Ameriprise
Minnesota
$175M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$82.9M
2
SSM
Sound Shore Management
Connecticut
$93M
3
Citadel Advisors
Citadel Advisors
Florida
$5.2M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
251
Peloton Wealth Strategists
Indiana
$1.72M +$38.5K +1,100 +2%
LTI
252
Laffer Tengler Investments
Tennessee
$1.71M -$128K -3,645 -7%
JIR
253
James Investment Research
Ohio
$1.7M +$1.7M +48,400 New
Jones Financial Companies
254
Jones Financial Companies
Missouri
$1.69M -$134K -3,835 -7%
SBH
255
Segall Bryant & Hamill
Illinois
$1.67M -$59.4K -1,696 -3%
B
256
BP
United Kingdom
$1.65M – – –
AB
257
Amalgamated Bank
New York
$1.63M +$29.1K +831 +2%
Alyeska Investment Group
258
Alyeska Investment Group
Illinois
$1.59M -$405K -11,557 -20%
GLA
259
Great Lakes Advisors
Illinois
$1.59M +$326K +9,293 +26%
BNP Paribas Asset Management
260
BNP Paribas Asset Management
France
$1.52M +$861K +24,562 +130%
OPERF
261
Oregon Public Employees Retirement Fund
Oregon
$1.51M +$8.16K +233 +0.5%
UR
262
USCA RIA
Texas
$1.51M – – –
LCM
263
Landscape Capital Management
New Jersey
$1.5M +$1.5M +42,920 New
Envestnet Asset Management
264
Envestnet Asset Management
Illinois
$1.48M -$3.25M -92,984 -69%
ACS
265
Archford Capital Strategies
Illinois
$1.46M +$373K +10,638 +34%
RWA
266
RGT Wealth Advisors
Texas
$1.39M -$2.07K -59 -0.1%
BIC
267
Beach Investment Counsel
Pennsylvania
$1.38M – – –
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
$1.37M -$2.82M -80,511 -67%
MM
269
Midas Management
New York
$1.37M – – –
Creative Planning
270
Creative Planning
Kansas
$1.35M -$8.38K -239 -0.6%
NLI
271
Nippon Life Insurance
Japan
$1.35M +$2.35K +67 +0.2%
CD
272
Carl Domino
Florida
$1.34M -$130K -3,695 -9%
AG
273
Advisor Group
Arizona
$1.34M +$59.8K +1,707 +5%
IMOV
274
Investment Management of Virginia
Virginia
$1.33M +$3.5K +100 +0.3%
CIP
275
Convergence Investment Partners
Florida
$1.33M -$530K -15,112 -29%
9 10
11
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