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Invesco
IVZ

Overview Fund Activity

587 hedge funds and large institutions have $10.6B invested in Invesco in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 245 increasing their positions, 205 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
-26
Holders Change %
-4.24%
% of All Funds
13.47%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
64
Increased
245
Reduced
205
Closed
83
Calls
$49.3M
Puts
$27.3M
Net Calls
+$22.1M
Net Calls Change
+$2.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$105M
2
American Century Companies
American Century Companies
Missouri
+$63.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$57.7M
4
Ameriprise
Ameriprise
Minnesota
+$54M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$47.6M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$179M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$111M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$69.4M
4
HCM
Highfields Capital Management
Massachusetts
-$67M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
251
USCA RIA
Texas
$1.87M +$547K +17,100 +41%
NIPH
252
NN Investment Partners Holdings
Netherlands
$1.86M -$5.3M -165,541 -74%
NIC
253
Northwest Investment Counselors
Oregon
$1.86M +$43K +1,343 +2%
HI
254
HBK Investments
Texas
$1.84M +$1.65M +51,500 +844%
OAM
255
Oppenheimer Asset Management
New York
$1.84M -$144K -4,495 -7%
TCM
256
Twin Capital Management
Pennsylvania
$1.83M -$489K -15,280 -21%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$1.82M +$60.4K +1,888 +3%
MSA
258
Mason Street Advisors
Wisconsin
$1.82M +$384 +12 +0%
JIR
259
James Investment Research
Ohio
$1.81M +$286K +8,940 +19%
Mitsubishi UFJ Asset Management
260
Mitsubishi UFJ Asset Management
Japan
$1.81M -$193K -6,037 -10%
RWA
261
RGT Wealth Advisors
Texas
$1.75M +$484K +15,115 +38%
AIM
262
Achmea Investment Management
Netherlands
$1.75M +$581K +18,154 +50%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$1.71M +$50.2K +1,570 +3%
CWM
264
CIBC World Markets
New York
$1.69M -$946K -29,557 -36%
HW
265
Hancock Whitney
Mississippi
$1.65M -$123K -3,851 -7%
IMOV
266
Investment Management of Virginia
Virginia
$1.64M +$448K +13,995 +38%
CIP
267
Chartwell Investment Partners
Pennsylvania
$1.62M – – –
TCM
268
Teza Capital Management
Illinois
$1.62M +$1.62M +50,509 New
DnB Asset Management
269
DnB Asset Management
Norway
$1.62M +$51.2K +1,600 +3%
Skandinaviska Enskilda Banken (SEB)
270
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.6M -$2.06M -64,445 -56%
PWS
271
Peloton Wealth Strategists
Indiana
$1.58M +$41.6K +1,300 +3%
RT
272
Rockland Trust
Massachusetts
$1.55M -$85.2K -2,662 -5%
AIM
273
Assured Investment Management
New York
$1.53M +$1.41M +44,070 +1,218%
OC
274
Oppenheimer & Co
New York
$1.51M -$142K -4,422 -9%
CBOA
275
Commonwealth Bank of Australia
Australia
$1.51M -$231K -7,245 -13%
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