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Invesco
IVZ

Overview Fund Activity

530 hedge funds and large institutions have $13.2B invested in Invesco in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 201 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-7
Holders Change %
-1.3%
% of All Funds
13.92%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
64
Increased
199
Reduced
201
Closed
66
Calls
$52.7M
Puts
$17.5M
Net Calls
+$35.2M
Net Calls Change
+$18.2M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$599M
2
Ameriprise
2
Ameriprise
Minnesota
$243M
3
BA
3
BlackRock Advisors
Delaware
$72.8M
4
SCM
4
Sterling Capital Management
North Carolina
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$190M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$1.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$560M
3
Citadel Advisors
3
Citadel Advisors
Florida
$117M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$562M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
276
Wunderlich Capital Managemnt
Tennessee
$1.57M +$39.6K +1,184 +3%
NIC
277
Northwest Investment Counselors
Oregon
$1.57M +$147K +4,383 +10%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$1.56M -$66.9K -2,000 -4%
CB
279
Chemical Bank
Michigan
$1.55M -$15.2K -455 -1%
LS
280
Livforsakringsbolaget Skandia
Sweden
$1.54M – – –
WAM
281
World Asset Management
Michigan
$1.53M +$37.1K +1,108 +2%
FLPIM
282
F.L. Putnam Investment Management
Massachusetts
$1.52M -$39.2K -1,171 -3%
GIA
283
Gateway Investment Advisers
Ohio
$1.52M -$31.2K -933 -2%
CFB
284
Cullen/Frost Bankers
Texas
$1.49M -$5.16M -154,353 -78%
TCM
285
Telos Capital Management
California
$1.48M -$9.31K -278 -0.6%
OC
286
Oppenheimer & Co
New York
$1.45M +$59.4K +1,774 +4%
SCM
287
Stevens Capital Management
Pennsylvania
$1.44M -$44.7K -1,335 -3%
OI
288
Oakbrook Investments
Illinois
$1.38M -$121K -3,600 -8%
BCMO
289
Buckingham Capital Management (Ohio)
Ohio
$1.37M +$28.3K +845 +2%
AIP
290
Ameritas Investment Partners
Nebraska
$1.35M +$1.08M +32,400 +406%
Asset Management One
291
Asset Management One
Japan
$1.35M – – –
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$1.35M -$58.1K -1,735 -4%
CAM
293
Capstone Asset Management
Texas
$1.33M +$80.5K +2,404 +6%
BIC
294
Beach Investment Counsel
Pennsylvania
$1.32M – – –
IMOV
295
Investment Management of Virginia
Virginia
$1.31M -$52.1K -1,555 -4%
MM
296
Midas Management
New York
$1.31M – – –
Ninety One (UK)
297
Ninety One (UK)
United Kingdom
$1.3M +$18.6K +554 +1%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$1.27M -$97.7K -2,928 -7%
CCM
299
Condor Capital Management
New Jersey
$1.23M -$77.8K -2,323 -6%
CBOA
300
Commonwealth Bank of Australia
Australia
$1.23M +$65.7K +1,963 +6%
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