IVZ icon

Invesco
IVZ

Overview Fund Activity

548 hedge funds and large institutions have $9.99B invested in Invesco in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 196 increasing their positions, 190 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+35
Holders Change %
+6.82%
% of All Funds
13.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
100
Increased
196
Reduced
190
Closed
56
Calls
$70.2M
Puts
$11.6M
Net Calls
+$58.6M
Net Calls Change
+$2.05M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$281M
2
Goldman Sachs
2
Goldman Sachs
New York
$178M
3
American Century Companies
3
American Century Companies
Missouri
$212M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$60.5M
5
State Street
5
State Street
Massachusetts
$583M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$327M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$57M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.7M
4
DCP
4
DSM Capital Partners
Florida
$56M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
$1.23M +$835K +27,509 +210%
BSPF
277
British Steel Pension Fund
United Kingdom
$1.23M – – –
IRF
278
IBM Retirement Fund
New York
$1.22M -$5.1K -160 -0.4%
Asset Management One
279
Asset Management One
Japan
$1.22M +$8.02K +266 +0.7%
BIC
280
Beach Investment Counsel
Pennsylvania
$1.2M – – –
SS
281
Simplicity Solutions
Minnesota
$1.19M +$788K +25,964 +197%
MM
282
Midas Management
New York
$1.18M – – –
PAM
283
Princeton Alpha Management
New Jersey
$1.18M +$849K +27,977 +259%
WAM
284
World Asset Management
Michigan
$1.17M -$95.5K -3,150 -8%
IIM
285
Intact Investment Management
Quebec, Canada
$1.16M +$1.16M +38,100 New
JPMPWA
286
J.P. Morgan Private Wealth Advisors
California
$1.14M -$376K -12,406 -25%
IMOV
287
Investment Management of Virginia
Virginia
$1.12M -$49.3K -1,625 -4%
BCMO
288
Buckingham Capital Management (Ohio)
Ohio
$1.06M -$66K -2,177 -6%
SMFG
289
Sumitomo Mitsui Financial Group
Japan
$1.05M +$1.05M +34,453 New
ACS
290
Archford Capital Strategies
Illinois
$1.03M +$91.2K +3,008 +10%
Wolverine Trading
291
Wolverine Trading
Illinois
$1.02M +$1.02M +33,766 New
Axa
292
Axa
France
$1.02M -$570K -18,800 -36%
LMGAM
293
Liberty Mutual Group Asset Management
Massachusetts
$990K +$139K +4,596 +16%
Lazard Asset Management
294
Lazard Asset Management
New York
$978K +$978K +32,255 New
FM
295
Forward Management
California
$966K +$356K +11,742 +58%
RMAM
296
Raab & Moskowitz Asset Management
New Jersey
$961K -$131K -4,333 -12%
AHC
297
Adell Harriman & Carpenter
Texas
$938K +$54.6K +1,800 +6%
CAM
298
Capstone Asset Management
Texas
$926K -$55.5K -1,830 -6%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$922K -$84.6K -2,790 -8%
AB
300
Amalgamated Bank
New York
$913K +$236K +7,780 +35%
10 11
12
13 14