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Invesco
IVZ

Overview Fund Activity

474 hedge funds and large institutions have $14.1B invested in Invesco in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 175 increasing their positions, 168 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+47
Holders Change %
+11.01%
% of All Funds
13.77%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
78
Increased
175
Reduced
168
Closed
27
Calls
$36.4M
Puts
$27.2M
Net Calls
+$9.2M
Net Calls Change
+$5.48M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$237M
2
DCP
2
DSM Capital Partners
Florida
$121M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.09B
4
O
4
OppenheimerFunds
New York
$223M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$204M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.39B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$865M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$594M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$241M
5
HCM
5
Highbridge Capital Management
New York
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
301
GSA Capital Partners
United Kingdom
$950K +$950K +26,096 New
CK
302
Carnick & Kubik
Colorado
$947K +$947K +26,020 New
MM
303
Midas Management
New York
$925K +$197K +5,402 +27%
Zurich Cantonal Bank
304
Zurich Cantonal Bank
Switzerland
$911K +$74.3K +2,041 +9%
GVT
305
Genesee Valley Trust
New York
$909K +$176K +4,822 +24%
ACI
306
Advance Capital I
Michigan
$895K – – –
LPL Financial
307
LPL Financial
California
$883K +$642K +17,640 +267%
RJA
308
Raymond James & Associates
Florida
$880K +$880K +24,166 New
SIM
309
Sentry Investment Management
Wisconsin
$874K +$193K +5,300 +28%
ANRIA
310
American National Registered Investment Advisor
Texas
$871K -$1.46K -40 -0.2%
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$838K +$87.1K +2,392 +12%
EMG
312
Ellington Management Group
Connecticut
$812K -$645K -17,700 -44%
Allianz Asset Management
313
Allianz Asset Management
Germany
$811K -$312K -8,577 -28%
AHC
314
Adell Harriman & Carpenter
Texas
$808K +$3.64K +100 +0.5%
MSU
315
Maple Securities USA
New Jersey
$800K +$800K +21,966 New
WBC
316
Westpac Banking Corp
Australia
$797K +$43.2K +1,300 +6%
IPC
317
Independent Portfolio Consultants
Florida
$794K +$19.6K +540 +3%
CGT
318
Capital Guardian Trust
California
$786K – – –
VKH
319
Virtu KCG Holdings
New York
$781K +$549K +15,090 +237%
DekaBank Deutsche Girozentrale
320
DekaBank Deutsche Girozentrale
Germany
$756K +$91.8K +2,519 +14%
MNBTD
321
Moody National Bank Trust Division
Texas
$751K -$1.46K -40 -0.2%
RIG
322
RiverFront Investment Group
Virginia
$733K -$219 -6 -0%
JCP
323
Jabre Capital Partners
Switzerland
$728K +$728K +20,000 New
FFC
324
First Financial Corp
Indiana
$718K -$64.8K -1,780 -8%
SCM
325
Stevens Capital Management
Pennsylvania
$709K -$6.38M -175,262 -90%
11 12
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