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Invesco
IVZ

Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$916M
2
TCIM
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
Amundi Asset Management US
Massachusetts
$0
4
RIM
Rainier Investment Management
Washington
$38M
5
AIM
abrdn Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
276
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$965K +$269K +8,430 +39%
Capital Fund Management (CFM)
277
Capital Fund Management (CFM)
France
$944K -$1.58M -49,426 -63%
BPIM
278
Brant Point Investment Management
New York
$925K -$638K -20,000 -41%
CCA
279
Catalyst Capital Advisors
New York
$908K +$908K +28,459 New
G
280
GlobalBridge
Minnesota
$894K +$45.7K +1,434 +5%
CC
281
ClearArc Capital
Ohio
$890K -$151K -4,735 -15%
SIM
282
SSI Investment Management
California
$864K +$306K +9,595 +55%
RCM
283
Riverhead Capital Management
Delaware
$861K – – –
LMGAM
284
Liberty Mutual Group Asset Management
Massachusetts
$852K +$174K +5,469 +26%
CB
285
Chemical Bank
Michigan
$832K – – –
RA
286
Rational Advisors
New York
$828K – – –
RBA
287
Richard Bernstein Advisors
New York
$809K – – –
ACI
288
Advance Capital I
Michigan
$785K +$785K +24,600 New
ANRIA
289
American National Registered Investment Advisor
Texas
$765K -$19.9K -625 -3%
ARC
290
Absolute Return Capital
Massachusetts
$758K -$4.64M -145,572 -86%
Two Sigma Advisers
291
Two Sigma Advisers
New York
$753K +$297K +9,300 +65%
Zurich Cantonal Bank
292
Zurich Cantonal Bank
Switzerland
$734K – – –
WBC
293
Westpac Banking Corp
Australia
$730K -$665K -20,658 -48%
B
294
Barings
North Carolina
$716K -$476K -14,900 -40%
AHC
295
Adell Harriman & Carpenter
Texas
$705K +$705K +22,100 New
CGT
296
Capital Guardian Trust
California
$689K -$1.22M -38,100 -64%
FFC
297
First Financial Corp
Indiana
$686K -$76K -2,385 -10%
IPC
298
Independent Portfolio Consultants
Florida
$679K +$232K +7,275 +52%
US Bancorp
299
US Bancorp
Minnesota
$675K +$89.8K +2,811 +15%
ANB
300
Amarillo National Bank
Texas
$668K – – –
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