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Invesco
IVZ

Overview Fund Activity

613 hedge funds and large institutions have $12.3B invested in Invesco in 2017 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 236 increasing their positions, 202 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+68
Holders Change %
+12.48%
% of All Funds
13.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
106
Increased
236
Reduced
202
Closed
35
Calls
$47.3M
Puts
$27.5M
Net Calls
+$19.8M
Net Calls Change
-$7.65M

Top Buyers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$271M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M
4
Deutsche Bank
4
Deutsche Bank
Germany
$95M
5
Prudential Financial
5
Prudential Financial
New Jersey
$102M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9M
2
SSM
2
Sound Shore Management
Connecticut
$0
3
HCM
3
Highfields Capital Management
Massachusetts
$210M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.31M
5
Ameriprise
5
Ameriprise
Minnesota
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
301
Convergence Investment Partners
Florida
$1.35M -$28.7K -784 -2%
FFA
302
Fragasso Financial Advisors
Pennsylvania
$1.34M +$224K +6,132 +20%
ACS
303
Archford Capital Strategies
Illinois
$1.34M -$184K -5,038 -12%
AIM
304
Achmea Investment Management
Netherlands
$1.34M +$797K +21,825 +148%
COPPSERS
305
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.33M +$121K +3,324 +10%
DA
306
Denali Advisors
California
$1.32M +$1.32M +36,000 New
BTNA
307
Bremer Trust National Association
Minnesota
$1.3M +$10.4K +285 +0.8%
WAM
308
World Asset Management
Michigan
$1.27M -$97K -2,653 -7%
GCP
309
GSA Capital Partners
United Kingdom
$1.23M +$1.23M +33,582 New
BCMO
310
Buckingham Capital Management (Ohio)
Ohio
$1.21M +$32.7K +894 +3%
GAM
311
Griffin Asset Management
New York
$1.2M -$39.3K -1,075 -3%
Schroder Investment Management Group
312
Schroder Investment Management Group
United Kingdom
$1.15M +$43.4K +1,189 +4%
KIG
313
Kessler Investment Group
Indiana
$1.13M +$1.13M +30,980 New
OMCS
314
Old Mutual Customised Solutions
South Africa
$1.1M +$431K +11,800 +64%
FI
315
FormulaFolio Investments
Michigan
$1.1M +$668K +18,301 +155%
BPM
316
Bowling Portfolio Management
Ohio
$1.1M +$1.1M +30,101 New
OI
317
Oakbrook Investments
Illinois
$1.09M -$88.1K -2,410 -7%
MA
318
MUFG Americas
New York
$1.09M +$816K +22,312 +303%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$1.07M -$87.4K -2,394 -8%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$1.07M -$121K -3,311 -10%
AWM
321
AE Wealth Management
Kansas
$1.06M -$11.5K -314 -1%
CT
322
Coastline Trust
Rhode Island
$1.05M +$1.05M +28,820 New
HA
323
Harbor Advisors
Florida
$1.05M – – –
DLHL
324
Donald L. Hagan LLC
Florida
$1.04M +$2.6K +71 +0.2%
MCM
325
Mork Capital Management
California
$1.02M – – –
11 12
13
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