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Invesco
IVZ

Overview Fund Activity

499 hedge funds and large institutions have $2.81B invested in Invesco in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 195 increasing their positions, 170 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
-18
Holders Change %
-3.48%
% of All Funds
11.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
195
Reduced
170
Closed
87
Calls
$33.8M
Puts
$22.6M
Net Calls
+$11.3M
Net Calls Change
-$34.2M

Top Buyers

1
PP
Prudential plc
United Kingdom
+$43.9M
2
CIM
Contrarius Investment Management
Jersey
+$27.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$27.7M
4
CAG
Csenge Advisory Group
Florida
+$24.3M
5
Bank of America
Bank of America
North Carolina
+$11.5M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$33M
3
RP
Reinhart Partners
Wisconsin
-$28.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$19.5M
5
KP
Kiltearn Partners
United Kingdom
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
276
Ossiam
France
$270K +$227K +25,078 +533%
PP
277
PDT Partners
New York
$266K +$266K +29,349 New
US Bancorp
278
US Bancorp
Minnesota
$262K +$33.9K +3,712 +15%
EVM
279
Eaton Vance Management
Massachusetts
$260K -$318 -35 -0.1%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$259K -$215K -23,667 -45%
SCA
281
Sage Capital Advisors
South Dakota
$255K -$1.26M -138,744 -83%
B
282
Barings
North Carolina
$255K – – –
FBT
283
First Bank & Trust
South Dakota
$254K -$30.1K -3,315 -11%
SW
284
SteelPeak Wealth
California
$254K +$76.6K +8,439 +43%
PFS
285
Prospera Financial Services
Texas
$249K +$45.9K +5,065 +23%
AFAS
286
Acorn Financial Advisory Services
Virginia
$248K +$248K +1,301 New
PM
287
Parametrica Management
Hong Kong
$241K +$241K +26,529 New
M&T Bank
288
M&T Bank
New York
$240K +$52.2K +5,749 +28%
CFD
289
Creative Financial Designs
Indiana
$238K +$6.72K +741 +3%
DC
290
Davenport & Co
Virginia
$236K -$35.4K -3,897 -13%
WAM
291
World Asset Management
Michigan
$232K -$68.8K -7,590 -23%
RC
292
RegentAtlantic Capital
New Jersey
$232K +$232K +25,512 New
NICM
293
Neo Ivy Capital Management
New York
$232K +$232K +25,578 New
SPC
294
Sigma Planning Corp
Michigan
$231K +$40.7K +4,475 +21%
KRS
295
Kentucky Retirement Systems
Kentucky
$231K +$57K +6,271 +33%
HPC
296
Hobart Private Capital
North Carolina
$230K -$4.69K -517 -2%
CIBC World Market
297
CIBC World Market
Ontario, Canada
$229K +$229K +25,259 New
AWM
298
AE Wealth Management
Kansas
$228K +$24.7K +2,713 +12%
ECM
299
ExodusPoint Capital Management
New York
$226K +$226K +24,906 New
YMRC
300
Yorktown Management & Research Company
Virginia
$218K -$109K -12,000 -33%
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