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Invesco
IVZ

Overview Fund Activity

427 hedge funds and large institutions have $14.6B invested in Invesco in 2013 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 167 increasing their positions, 144 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+9
Holders Change %
+2.15%
% of All Funds
13.85%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
52
Increased
167
Reduced
144
Closed
41
Calls
$30.3M
Puts
$26.6M
Net Calls
+$3.72M
Net Calls Change
+$3.7M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$634M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$865M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.6M
4
SFM
Soros Fund Management
New York
$42.2M
5
Citadel Advisors
Citadel Advisors
Florida
$314M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$916M
2
TCIM
TIAA CREF Investment Management
New York
$50.3M
3
AAMU
Amundi Asset Management US
Massachusetts
$0
4
RIM
Rainier Investment Management
Washington
$38M
5
AIM
abrdn Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
326
Sarofim Fayez
Texas
$430K +$430K +13,491 New
DILH
327
Dai-ichi Life Holdings
Japan
$425K – – –
Rafferty Asset Management
328
Rafferty Asset Management
New York
$417K -$173K -5,438 -29%
TNB
329
Thomasville National Bank
Georgia
$409K +$409K +12,820 New
WFM
330
Wilmington Funds Management
Delaware
$407K +$124K +3,900 +44%
CNB
331
City National Bank
California
$398K +$8.6K +270 +2%
HNB
332
Huntington National Bank
Ohio
$393K -$49.1K -1,539 -11%
HHC
333
Hutchin Hill Capital
New York
$389K +$389K +12,200 New
Truist Financial
334
Truist Financial
North Carolina
$374K -$213K -6,669 -36%
SAS
335
Spectrum Advisory Services
Georgia
$369K -$47.8K -1,500 -11%
Tudor Investment Corp
336
Tudor Investment Corp
Connecticut
$367K +$41.5K +1,300 +13%
DL
337
Delta Lloyd
Netherlands
$362K – – –
PAM
338
PartnerRe Asset Management
Connecticut
$360K -$49.3K -1,544 -12%
OA
339
OFI Advisors
Pennsylvania
$356K +$11.9K +372 +3%
ZIC
340
ZWJ Investment Counsel
Georgia
$355K -$406K -12,727 -53%
AB
341
Amalgamated Bank
New York
$355K -$8.45K -265 -2%
ARTA
342
A.R.T. Advisors
New York
$352K +$352K +11,036 New
MGIA
343
Moneta Group Investment Advisors
Missouri
$351K – – –
FM
344
Forward Management
California
$345K -$1.88K -59 -0.5%
CI
345
Conning Inc
Connecticut
$338K +$8.61K +270 +3%
DnB Asset Management
346
DnB Asset Management
Norway
$328K +$328K +10,284 New
SC
347
Saturna Capital
Washington
$319K – – –
RC
348
RegentAtlantic Capital
New Jersey
$313K -$51.7K -1,618 -14%
AIP
349
Ameritas Investment Partners
Nebraska
$302K +$302K +9,458 New
Envestnet Asset Management
350
Envestnet Asset Management
Illinois
$301K +$252K +7,900 +516%
12 13
14
15 16