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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 %
VCA
301
Verdence Capital Advisors
Maryland
$217K +$217K +23,862 New
COPPSERS
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$216K -$1.72K -189 -0.8%
CIAS
303
Capital Investment Advisory Services
North Carolina
$215K +$12.7K +1,403 +6%
LAM
304
Lingohr Asset Management
Germany
$214K -$276K -30,400 -56%
NMERB
305
New Mexico Educational Retirement Board
New Mexico
$213K -$68.2K -7,500 -24%
OR
306
Olympiad Research
Connecticut
$212K +$212K +23,339 New
SFS
307
Sowell Financial Services
Arkansas
$211K +$200K +22,058 +1,814%
VFA
308
Voya Financial Advisors
Connecticut
$206K -$19.9K -2,079 -9%
WA
309
Winfield Associates
Ohio
$198K +$17K +1,865 +9%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$198K +$47.4K +5,224 +31%
N
311
Natixis
France
$195K -$439K -48,324 -69%
TNB
312
TCF National Bank
South Dakota
$195K – – –
Voloridge Investment Management
313
Voloridge Investment Management
Florida
$193K +$193K +21,304 New
BIC
314
Beach Investment Counsel
Pennsylvania
$187K – – –
ECM
315
Everence Capital Management
Indiana
$185K – – –
HI
316
Horizon Investments
North Carolina
$184K +$33.7K +3,786 +22%
SS
317
Simplicity Solutions
Minnesota
$181K +$11K +1,206 +6%
CAM
318
Carret Asset Management
New York
$177K +$51.3K +5,650 +41%
NB
319
Norinchukin Bank
Japan
$176K -$77.1K -8,497 -30%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$176K – – –
GBT
321
Grove Bank & Trust
Florida
$176K +$1.88K +207 +1%
Two Sigma Advisers
322
Two Sigma Advisers
New York
$175K +$175K +19,300 New
TI
323
Trexquant Investment
Connecticut
$174K +$57.2K +6,294 +49%
EW
324
Element Wealth
Mississippi
$172K +$172K +18,894 New
RJT
325
Raymond James Trust
Florida
$171K -$1.23K -136 -0.7%
11 12
13
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