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Invesco
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Overview Fund Activity

560 hedge funds and large institutions have $16.8B invested in Invesco in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 26 closing their positions.

Holders
560
Holders Change
+48
Holders Change %
+9.38%
% of All Funds
14.95%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
83
Increased
200
Reduced
209
Closed
26
Calls
$34.6M
Puts
$13.6M
Net Calls
+$21M
Net Calls Change
-$10.3M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$198M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.12B
3
Millennium Management
3
Millennium Management
New York
$116M
4
Citadel Advisors
4
Citadel Advisors
Florida
$203M
5
Ameriprise
5
Ameriprise
Minnesota
$298M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$750M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$794M
3
EVM
3
Eaton Vance Management
Massachusetts
$4.47M
4
American Century Companies
4
American Century Companies
Missouri
$177M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
QIM
326
Quantitative Investment Management
Virginia
$1.31M +$1.31M +33,100 New
Brown Advisory
327
Brown Advisory
Maryland
$1.3M -$14.3K -362 -1%
GMIM
328
General Motors Investment Management
New York
$1.29M +$1.07M +27,066 +483%
LSERS
329
Louisiana State Employees Retirement System
Louisiana
$1.28M -$31.6K -800 -2%
1832 Asset Management
330
1832 Asset Management
Ontario, Canada
$1.27M +$1.27M +32,243 New
PAM
331
Princeton Alpha Management
New Jersey
$1.27M +$1.27M +32,119 New
KRS
332
Kentucky Retirement Systems
Kentucky
$1.27M -$64.6K -1,635 -5%
B
333
Barings
North Carolina
$1.25M – – –
RBA
334
Richard Bernstein Advisors
New York
$1.23M – – –
GCA
335
Gideon Capital Advisors
New York
$1.21M -$432K -10,926 -26%
HT
336
HAP Trading
New York
$1.19M +$1.19M +30,000 New
JPMPWA
337
J.P. Morgan Private Wealth Advisors
California
$1.16M -$9.57K -242 -0.8%
RDM
338
Retirement Design & Management
Connecticut
$1.15M +$1.15M +28,982 New
WBC
339
Westpac Banking Corp
Australia
$1.11M -$73.3K -1,854 -6%
BUB
340
BBVA USA Bancshares
Texas
$1.1M +$893K +22,591 +437%
FWIA
341
Fort Washington Investment Advisors
Ohio
$1.09M +$6.28K +159 +0.6%
CAM
342
Capstone Asset Management
Texas
$1.09M -$121K -3,060 -10%
CK
343
Carnick & Kubik
Colorado
$1.09M +$7.91K +200 +0.7%
VAM
344
Visium Asset Management
New York
$1.06M +$1.06M +26,902 New
LP
345
LMR Partners
United Kingdom
$1.02M +$1.02M +25,727 New
DnB Asset Management
346
DnB Asset Management
Norway
$995K +$67.2K +1,700 +7%
SCM
347
Sterling Capital Management
North Carolina
$983K – – –
ANRIA
348
American National Registered Investment Advisor
Texas
$941K -$4.74K -120 -0.5%
CNB
349
City National Bank
California
$938K +$553 +14 +0.1%
M&T Bank
350
M&T Bank
New York
$913K -$18.7K -473 -2%
12 13
14
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