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Invesco
IVZ

Overview Fund Activity

487 hedge funds and large institutions have $14.2B invested in Invesco in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 174 increasing their positions, 186 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+14
Holders Change %
+2.96%
% of All Funds
14.01%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
52
Increased
174
Reduced
186
Closed
34
Calls
$47M
Puts
$10.4M
Net Calls
+$36.6M
Net Calls Change
+$12.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$202M
2
WHG
Westwood Holdings Group
Texas
$115M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$73.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$70.2M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$53.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$855M
3
SB
Suntrust Banks
Georgia
$26.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$866M
5
SFM
Systematic Financial Management
New Jersey
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
276
Peloton Wealth Strategists
Indiana
$1.5M +$289K +11,300 +24%
KBC Group
277
KBC Group
Belgium
$1.5M -$50.7K -1,343 -3%
BCM
278
Bluefin Capital Management
New York
$1.5M +$1.5M +40,766 New
Jones Financial Companies
279
Jones Financial Companies
Missouri
$1.48M +$62.5K +1,655 +4%
HNB
280
Huntington National Bank
Ohio
$1.41M +$1.55K +41 +0.1%
IMOV
281
Investment Management of Virginia
Virginia
$1.39M +$270K +7,150 +24%
CC
282
Cipher Capital
New York
$1.37M +$1.37M +36,157 New
VKH
283
Virtu KCG Holdings
New York
$1.36M +$1.36M +35,956 New
TCM
284
Telos Capital Management
California
$1.33M +$57.5K +1,524 +5%
CCM
285
Condor Capital Management
New Jersey
$1.33M +$107K +2,846 +9%
BIC
286
Beach Investment Counsel
Pennsylvania
$1.3M – – –
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$1.29M – – –
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$1.28M -$11.3K -300 -0.9%
TMAM
289
Tokio Marine Asset Management
Japan
$1.28M -$29.3K -776 -2%
GA
290
Geneva Advisors
Illinois
$1.23M -$298K -7,892 -19%
WCM
291
Wunderlich Capital Managemnt
Tennessee
$1.22M +$18.9K +500 +2%
Axa
292
Axa
France
$1.22M +$1.22M +32,286 New
LPL Financial
293
LPL Financial
California
$1.2M +$38.9K +1,031 +3%
RJA
294
Raymond James & Associates
Florida
$1.19M +$261K +6,912 +28%
B
295
Barings
North Carolina
$1.19M +$45.3K +1,200 +4%
Zurich Cantonal Bank
296
Zurich Cantonal Bank
Switzerland
$1.18M +$112K +2,969 +11%
RBA
297
Richard Bernstein Advisors
New York
$1.18M – – –
TI
298
Turner Investments
Pennsylvania
$1.14M -$669K -17,720 -37%
CAM
299
Capstone Asset Management
Texas
$1.13M -$253K -6,702 -18%
JPMPWA
300
J.P. Morgan Private Wealth Advisors
California
$1.12M +$26.9K +713 +2%
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12
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