IVZ icon

Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
276
GLG Inc
New York
$1.55M – – –
Walleye Trading
277
Walleye Trading
New York
$1.53M +$1.41M +38,626 +1,136%
MIU
278
Man Investments (UK)
United Kingdom
$1.45M +$1.45M +39,949 New
GA
279
Geneva Advisors
Illinois
$1.43M -$2.25M -61,728 -61%
OC
280
Oppenheimer & Co
New York
$1.41M +$11.8K +324 +0.8%
KRS
281
Kentucky Retirement Systems
Kentucky
$1.33M -$6.66K -183 -0.5%
TMAM
282
Tokio Marine Asset Management
Japan
$1.33M -$139K -3,811 -9%
Jones Financial Companies
283
Jones Financial Companies
Missouri
$1.31M -$22.6K -621 -2%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$1.3M +$1.3M +35,700 New
GCA
285
Gideon Capital Advisors
New York
$1.22M +$1.22M +33,529 New
BIC
286
Beach Investment Counsel
Pennsylvania
$1.18M +$54.6K +1,500 +5%
SCM
287
Sterling Capital Management
North Carolina
$1.18M +$1.18M +32,280 New
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$971K +26,682 +494%
Nomura Holdings
289
Nomura Holdings
Japan
$1.17M -$1.46M -40,160 -56%
JFGIW
290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14M +$33.7K +925 +3%
RBA
291
Richard Bernstein Advisors
New York
$1.13M +$210K +5,765 +23%
RA
292
Rational Advisors
New York
$1.12M +$170K +4,677 +18%
B
293
Barings
North Carolina
$1.1M +$288K +7,900 +35%
DCM
294
Dynamic Capital Management
Jersey
$1M +$401K +11,017 +67%
CC
295
Cipher Capital
New York
$993K +$993K +27,290 New
G
296
GlobalBridge
Minnesota
$992K -$28.5K -784 -3%
CC
297
ClearArc Capital
Ohio
$980K -$35.3K -969 -3%
HI
298
HBK Investments
Texas
$968K -$1.87M -51,371 -66%
TH
299
Timber Hill
Connecticut
$952K -$347K -9,541 -27%
CB
300
Chemical Bank
Michigan
$952K +$2.73K +75 +0.3%
10 11
12
13 14