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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
251
Townsend & Associates
Colorado
$2.09M +$2.09M +57,273 New
NIC
252
Northwest Investment Counselors
Oregon
$2.08M +$19.7K +539 +1%
MSA
253
Mason Street Advisors
Wisconsin
$2.07M +$8.19K +224 +0.4%
IIM
254
Intact Investment Management
Quebec, Canada
$2.07M +$720K +19,700 +53%
HW
255
Hancock Whitney
Mississippi
$2.03M -$83.1K -2,274 -4%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$2.01M +$68.9K +1,884 +4%
Nomura Holdings
257
Nomura Holdings
Japan
$2M +$1.17M +31,970 +141%
CBOA
258
Commonwealth Bank of Australia
Australia
$1.99M +$29.2K +800 +1%
OAM
259
Oxford Asset Management
United Kingdom
$1.97M -$1.05M -28,446 -35%
SOADOR
260
State of Alaska Department of Revenue
Alaska
$1.97M +$877K +24,010 +80%
AP
261
AHL Partners
United Kingdom
$1.93M -$4.22M -115,436 -69%
MSV
262
MN Services Vermogensbeheer
Netherlands
$1.93M -$116K -3,800 -6%
LCM
263
Laurion Capital Management
New York
$1.9M +$760K +20,800 +67%
Jones Financial Companies
264
Jones Financial Companies
Missouri
$1.89M +$126K +3,450 +7%
OC
265
Oppenheimer & Co
New York
$1.89M -$221K -6,044 -10%
RT
266
Rockland Trust
Massachusetts
$1.86M +$17.5K +479 +0.9%
AB
267
Amalgamated Bank
New York
$1.86M +$166K +4,530 +10%
CIP
268
Chartwell Investment Partners
Pennsylvania
$1.85M – – –
FAB
269
First American Bank
Illinois
$1.84M -$4.17K -114 -0.2%
UCFA
270
United Capital Financial Advisors
Texas
$1.84M -$43.9K -1,201 -2%
LPL Financial
271
LPL Financial
California
$1.8M +$456K +12,469 +34%
DnB Asset Management
272
DnB Asset Management
Norway
$1.79M -$40.2K -1,100 -2%
LTI
273
Laffer Tengler Investments
Tennessee
$1.78M – – –
HFA
274
HC Financial Advisors
California
$1.76M +$1.76M +48,218 New
PWS
275
Peloton Wealth Strategists
Indiana
$1.75M -$47.5K -1,300 -3%
9 10
11
12 13