IVZ icon

Invesco
IVZ

Overview Fund Activity

473 hedge funds and large institutions have $14.1B invested in Invesco in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
51
Increased
172
Reduced
184
Closed
46
Calls
$33.3M
Puts
$9.03M
Net Calls
+$24.3M
Net Calls Change
+$15.1M

Top Buyers

1
U
UBS
Switzerland
+$198M
2
TCM
TimesSquare Capital Management
New York
+$85.4M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$71.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M
5
EVM
Eaton Vance Management
Massachusetts
+$36.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$183M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$121M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$101M
4
Ameriprise
Ameriprise
Minnesota
-$88M
5
PIM
Perkins Investment Management
Illinois
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
301
Allianz Asset Management
Germany
$1.12M +$298K +8,058 +36%
B
302
Barings
North Carolina
$1.12M – – –
IMOV
303
Investment Management of Virginia
Virginia
$1.1M +$1.1M +29,625 New
JPMPWA
304
J.P. Morgan Private Wealth Advisors
California
$1.07M +$806K +21,765 +300%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07M -$88.2K -2,384 -8%
VOAM
306
Vertex One Asset Management
British Columbia, Canada
$1.06M -$796K -21,500 -43%
Zurich Cantonal Bank
307
Zurich Cantonal Bank
Switzerland
$1.05M +$118K +3,193 +13%
G
308
GlobalBridge
Minnesota
$1.04M +$27.9K +755 +3%
CB
309
Chemical Bank
Michigan
$993K +$25.9K +700 +3%
CK
310
Carnick & Kubik
Colorado
$986K +$23.1K +625 +2%
CC
311
ClearArc Capital
Ohio
$980K -$16.4K -442 -2%
JG
312
Jefferies Group
New York
$945K +$575K +15,545 +155%
MM
313
Midas Management
New York
$940K – – –
GVT
314
Genesee Valley Trust
New York
$928K +$4.11K +111 +0.4%
RJA
315
Raymond James & Associates
Florida
$912K +$17.7K +479 +2%
SIM
316
Sentry Investment Management
Wisconsin
$888K – – –
ANRIA
317
American National Registered Investment Advisor
Texas
$886K – – –
AHC
318
Adell Harriman & Carpenter
Texas
$836K +$14.8K +400 +2%
AIM
319
Acuity Investment Management
Ontario, Canada
$821K -$1.9M -51,400 -70%
IPC
320
Independent Portfolio Consultants
Florida
$804K -$3.33K -90 -0.4%
CGT
321
Capital Guardian Trust
California
$799K – – –
WBC
322
Westpac Banking Corp
Australia
$793K -$94K -2,541 -11%
MNBTD
323
Moody National Bank Trust Division
Texas
$764K – – –
SC
324
Saturna Capital
Washington
$742K +$141K +3,804 +23%
RIG
325
RiverFront Investment Group
Virginia
$739K -$5.25K -142 -0.7%
11 12
13
14 15