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Invesco
IVZ

Overview Fund Activity

564 hedge funds and large institutions have $7.63B invested in Invesco in 2018 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 198 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+2
Holders Change %
+0.36%
% of All Funds
12.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
79
Increased
222
Reduced
198
Closed
72
Calls
$63.7M
Puts
$57.1M
Net Calls
+$6.65M
Net Calls Change
-$6.67M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$451M
2
Federated Hermes
Federated Hermes
Pennsylvania
$116M
3
Citigroup
Citigroup
New York
$37.7M
4
KP
Kiltearn Partners
United Kingdom
$200M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$83.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$179M
2
TG
TCW Group
California
$8.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$127M
4
UBS Group
UBS Group
Switzerland
$235M
5
AQR Capital Management
AQR Capital Management
Connecticut
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$1.16M -$56.4K -2,465 -5%
AQR Capital Management
277
AQR Capital Management
Connecticut
$1.16M -$30.1M -1,315,788 -96%
CII
278
Capital International Inc
California
$1.15M +$947K +41,400 +457%
Jones Financial Companies
279
Jones Financial Companies
Missouri
$1.14M -$95.4K -4,168 -8%
AHC
280
Adell Harriman & Carpenter
Texas
$1.13M -$121K -5,300 -10%
MA
281
MUFG Americas
New York
$1.11M +$78.6K +3,434 +8%
CB
282
Chemical Bank
Michigan
$1.11M -$16.7K -730 -1%
AG
283
Advisor Group
Arizona
$1.09M +$453K +19,811 +71%
CS
284
Candriam SCA
Luxembourg
$1.09M +$246K +10,736 +29%
SIA
285
Sit Investment Associates
Minnesota
$1.09M -$537K -23,475 -33%
OI
286
Oakbrook Investments
Illinois
$1.08M +$323K +14,094 +42%
TI
287
Trexquant Investment
Connecticut
$1.07M +$1.07M +46,903 New
SBH
288
Segall Bryant & Hamill
Illinois
$1.07M -$26.9K -1,175 -2%
Cerity Partners
289
Cerity Partners
New York
$1.03M -$37.7K -1,650 -4%
OPERF
290
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$13.7K +600 +1%
HIMCH
291
Hartford Investment Management Co (HIMCO)
Connecticut
$1.03M -$30.9K -1,351 -3%
PIC
292
Portland Investment Counsel
Ontario, Canada
$986K – – –
TRSOTSOK
293
Teachers Retirement System of the State of Kentucky
Kentucky
$971K -$16.6M -724,600 -94%
GH
294
GAM Holding
Switzerland
$934K +$397K +17,343 +74%
ACS
295
Archford Capital Strategies
Illinois
$924K -$22.2K -970 -2%
Commonwealth Equity Services
296
Commonwealth Equity Services
Massachusetts
$921K +$283K +12,379 +44%
WPC
297
Waters Parkerson & Co
Louisiana
$912K -$15.9M -695,441 -95%
PAG
298
Private Advisor Group
New Jersey
$910K +$377K +16,495 +71%
BIC
299
Beach Investment Counsel
Pennsylvania
$904K – – –
PP
300
Paloma Partners
Connecticut
$893K +$893K +39,039 New
10 11
12
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