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Invesco
IVZ

Overview Fund Activity

562 hedge funds and large institutions have $8.73B invested in Invesco in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 217 increasing their positions, 199 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-25
Holders Change %
-4.26%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
79
Increased
217
Reduced
199
Closed
96
Calls
$46.4M
Puts
$33M
Net Calls
+$13.3M
Net Calls Change
-$8.73M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$128M
2
Renaissance Technologies
Renaissance Technologies
New York
+$46.7M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$41.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$40.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$37.8M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$196M
2
HCM
Highfields Capital Management
Massachusetts
-$116M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$48.8M
4
Citadel Advisors
Citadel Advisors
Florida
-$36.5M
5
GC
Guggenheim Capital
Illinois
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMAM
301
Legg Mason Asset Management
Japan
$981K +$981K +36,900 New
DADC
302
D.A. Davidson & Co
Montana
$972K +$416K +15,646 +75%
DIA
303
Dean Investment Associates
Ohio
$971K -$704K -26,520 -42%
CG
304
Colony Group
Massachusetts
$970K +$8.74K +329 +0.9%
FA
305
FDx Advisors
Illinois
$956K -$914K -34,427 -49%
UAS
306
United Asset Strategies
New York
$943K -$718K -27,031 -43%
CGH
307
Crossmark Global Holdings
Texas
$934K -$41.3K -1,555 -4%
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$931K -$1.9M -71,601 -67%
QSS
309
Quantitative Systematic Strategies
Florida
$925K +$925K +34,830 New
WB
310
Wilks Brothers
Texas
$922K +$922K +34,700 New
BCMO
311
Buckingham Capital Management (Ohio)
Ohio
$911K +$56.9K +2,143 +7%
OI
312
Oakbrook Investments
Illinois
$882K +$418K +15,730 +90%
PAM
313
Panagora Asset Management
Massachusetts
$880K +$249K +9,391 +40%
Neuberger Berman Group
314
Neuberger Berman Group
New York
$870K -$641K -24,152 -42%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$866K -$4.79K -180 -0.5%
OMCS
316
Old Mutual Customised Solutions
South Africa
$837K +$128K +4,800 +18%
ERSOT
317
Employees Retirement System of Texas
Texas
$823K – – –
TRCT
318
Tower Research Capital (TRC)
New York
$822K +$822K +30,957 New
SAM
319
Shell Asset Management
Netherlands
$817K +$29.6K +1,116 +4%
GAB
320
German American Bancorp
Indiana
$813K +$813K +30,615 New
ATC
321
Argent Trust Co
Tennessee
$805K +$805K +30,317 New
CIS
322
Capital International Sarl
California
$797K – – –
CS
323
Comerica Securities
Michigan
$794K +$103K +3,876 +15%
MML Investors Services
324
MML Investors Services
Massachusetts
$790K +$153K +5,750 +24%
PG
325
PEAK6 Group
Illinois
$783K +$783K +29,490 New
11 12
13
14 15