IVZ icon

Invesco
IVZ

Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$390M
2
Victory Capital Management
2
Victory Capital Management
Texas
$198M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.12B
4
Millennium Management
4
Millennium Management
New York
$116M
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Market Value Shares Shares
Change 		Shares
Change %
NLI
276
Nippon Life Insurance
Japan
$2.23M 56,514 +3,195 +6%
VRS
277
Virginia Retirement Systems
Virginia
$2.21M 55,783 -17 -0%
Zurich Cantonal Bank
278
Zurich Cantonal Bank
Switzerland
$2.19M 55,355 +6,653 +14%
ESCM
279
Echo Street Capital Management
New York
$2.17M 54,941 +54,941 New
FIM
280
Foresters Investment Management
New York
$2.16M 54,600 -130,000 -70%
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$2.07M 52,414 -5,400 -9%
JIC
282
Johnson Investment Counsel
Ohio
$2.07M 52,365 +11,135 +27%
QT
283
Quantbot Technologies
New York
$2.07M 52,366 +17,979 +52%
JIM
284
Jupiter Investment Management
United Kingdom
$2.06M 52,200 +52,200 New
CCM
285
Coldstream Capital Management
Washington
$2.03M 51,291 +2,400 +5%
GIA
286
Gateway Investment Advisers
Ohio
$2.01M 50,865 -809 -2%
WAM
287
World Asset Management
Michigan
$1.95M 49,437 -11,057 -18%
Nomura Asset Management
288
Nomura Asset Management
Japan
$1.94M 48,515 -2,600 -5%
PWS
289
Peloton Wealth Strategists
Indiana
$1.89M 47,900 – –
FLPIM
290
F.L. Putnam Investment Management
Massachusetts
$1.88M 47,658 -145 -0.3%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$1.88M 47,509 -605 -1%
TI
292
Trexquant Investment
Connecticut
$1.79M 45,200 +45,200 New
HAM
293
Highstreet Asset Management
Ontario, Canada
$1.79M 45,162 – –
ECA
294
Endeavour Capital Advisors
Connecticut
$1.77M 44,822 +44,822 New
Walleye Trading
295
Walleye Trading
New York
$1.75M 44,235 +37,868 +595%
PIC
296
Portland Investment Counsel
Ontario, Canada
$1.74M 44,108 -875 -2%
WTB
297
Washington Trust Bank
Washington
$1.74M 44,055 +4,945 +13%
HIM
298
Hutchens Investment Management
New Hampshire
$1.74M 44,015 +44,015 New
MFS
299
McNamara Financial Services
Massachusetts
$1.74M 44,015 +44,015 New
Axa
300
Axa
France
$1.7M 42,973 – –
10 11
12
13 14